IVE icon

iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
NEWAS
826
N.E.W. Advisory Services
Wisconsin
$865K -$3.29K -17 -0.4%
MAWA
827
Moss Adams Wealth Advisors
Washington
$863K +$194 +1 +0%
SAM
828
Smartleaf Asset Management
Massachusetts
$858K +$60.4K +312 +7%
1SB
829
1ST Source Bank
Indiana
$857K -$11.6K -60 -1%
PWCM
830
Processus Wealth & Capital Management
Tennessee
$854K +$64.6K +334 +8%
SAM
831
Summit Asset Management
Tennessee
$853K -$3.29K -17 -0.4%
MSWM
832
McGlone Suttner Wealth Management
Wisconsin
$852K – – –
FWA
833
FSM Wealth Advisors
Ohio
$852K – – –
GWS
834
Glassman Wealth Services
Virginia
$851K +$36.8K +190 +4%
FA
835
Fedenia Advisers
Wisconsin
$847K +$192K +993 +29%
MSA
836
Marino Stram & Associates
Massachusetts
$845K +$1.94K +10 +0.2%
ISFAN
837
Investor's Fiduciary Advisor Network
Washington
$844K -$26.5K -137 -3%
MPCG
838
Matrix Private Capital Group
New York
$840K +$10.6K +55 +1%
BHIA
839
Birch Hill Investment Advisors
Massachusetts
$836K +$126K +651 +17%
PMFA
840
Plante Moran Financial Advisors
Michigan
$835K +$6.39K +33 +0.8%
ACM
841
Advisors Capital Management
New Jersey
$830K -$30.6K -158 -4%
SCI
842
S&CO Inc
Massachusetts
$829K – – –
HIM
843
Hanlon Investment Management
New Jersey
$827K -$542K -2,801 -39%
PMAM
844
Picton Mahoney Asset Management
Ontario, Canada
$826K – – –
CG
845
Caprock Group
Idaho
$821K +$17.4K +90 +2%
CTC
846
Central Trust Company
Missouri
$819K -$9.68K -50 -1%
CB
847
Community Bank
New York
$816K +$38.7K +200 +5%
FCAS
848
First Command Advisory Services
Texas
$812K – – –
IWA
849
Inspirion Wealth Advisors
Illinois
$811K -$194 -1 -0%
AL
850
Aspiriant LLC
California
$810K +$5.03K +26 +0.6%
32 33
34
35 36