We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
626
Portfolio Strategies
New York
$6K -$6.26M -56,515 -100%
AF
627
Allworth Financial
California
$6K – – –
LWA
628
Lowe Wealth Advisors
Maryland
$6K – – –
BCP
629
Blackhawk Capital Partners
Wisconsin
$6K +$6.09K +55 New
CFN
630
Cordasco Financial Network
Florida
$6K +$6.54K +59 New
GEA
631
Glen Eagle Advisors
New Jersey
$5.51K – – –
CIM
632
Contravisory Investment Management
Massachusetts
$5K – – –
SA
633
SRH Advisors
Kansas
$5K – – –
GGI
634
Godsey & Gibb Inc
Virginia
$4K +$4.32K +39 New
GI
635
Gradient Investments
Minnesota
$3K -$5.21K -47 -61%
ML
636
McAdam LLC
Pennsylvania
$1K -$2.77K -25 -74%
ADL
637
Asset Dedication LLC
California
$1K – – –
BCM
638
BTC Capital Management
Iowa
– -$1.48M -13,512 Closed
MIAN
639
Mariner Independent Advisor Network
Kansas
– -$1.37M -12,542 Closed
TRCT
640
Tower Research Capital (TRC)
New York
– -$945K -8,641 Closed
PAG
641
Pinnacle Advisory Group
Maryland
– -$890K -8,139 Closed
FTUS
642
Flow Traders U.S.
New York
– -$888K -8,126 Closed
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
– -$698K -6,526 Closed
GT
644
Glenmede Trust
Pennsylvania
– -$730K -6,395 Closed
EWM
645
Empirical Wealth Management
Washington
– -$665K -6,085 Closed
CM
646
Churchill Management
California
– -$611K -5,587 Closed
PFS
647
Prospera Financial Services
Texas
– -$467K -4,262 Closed
CNBT
648
Canandaigua National Bank & Trust
New York
– -$459K -4,194 Closed
FPFS
649
First Personal Financial Services
North Carolina
– -$431K -3,940 Closed
TH
650
Timber Hill
Connecticut
– -$427K -3,906 Closed
23 24 25
26
27