We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$68.6M +$7.19M +40,464 +12%
FIA
52
Foundations Investment Advisors
Arizona
$67M +$4.58M +25,780 +8%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$65.5M +$16.2M +91,187 +35%
VA
54
Valmark Advisers
Ohio
$65.4M -$632K -3,558 -1%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$65M +$52.7M +296,265 +572%
MWM
56
Modern Wealth Management
Kansas
$63.6M +$7.42M +41,764 +14%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$63.5M +$8.09M +45,539 +16%
MGIA
58
Moneta Group Investment Advisors
Missouri
$62.6M +$18.1M +101,729 +44%
OIA
59
OneDigital Investment Advisors
Kansas
$61.5M +$42.6M +239,835 +268%
Barclays
60
Barclays
United Kingdom
$60.2M
PWM
61
Praetorian Wealth Management
California
$59.8M +$3.45M +19,421 +6%
SL
62
Salomon & Ludwin
Virginia
$58.2M -$698K -3,929 -1%
ANB
63
Amarillo National Bank
Texas
$57.7M -$268K -1,505 -0.5%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$57.4M -$3.46M -19,440 -6%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$56.4M +$24.4M +137,467 +84%
CC
66
Courier Capital
New York
$55.4M -$781K -4,395 -1%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$54.2M -$1.81M -10,180 -3%
JC
68
JB Capital
Connecticut
$52.5M +$50M +281,022 New
PFM
69
Phillips Financial Management
Indiana
$51.3M -$1.65M -9,272 -3%
FRA
70
Frank Rimerman Advisors
California
$50.4M
FHB
71
First Hawaiian Bank
Hawaii
$49.6M -$10.9M -61,148 -19%
KeyBank National Association
72
KeyBank National Association
Ohio
$48.9M -$903K -5,082 -2%
HF
73
Halpern Financial
Virginia
$48.7M -$369K -2,075 -0.8%
LL
74
LPWM LLC
Minnesota
$48.7M +$828K +4,659 +2%
PA
75
Probity Advisors
Texas
$48.3M -$1.59M -8,928 -3%