We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1026
Strategic Asset Management
Minnesota
$31K – – –
PCTC
1027
Perkins Coie Trust Company
Washington
$30K +$29.2K +190 New
KFS
1028
Kelly Financial Services
Massachusetts
$29.3K +$19.7K +128 +213%
MIM
1029
Macroview Investment Management
Maryland
$28K – – –
SSC
1030
Syverson Strege & Co
Iowa
$27K – – –
AssetMark Inc
1031
AssetMark Inc
California
$27K +$26.3K +171 New
CFO
1032
CVA Family Office
Colorado
$26K – – –
OC
1033
Oakworth Capital
Alabama
$26K – – –
OSAM
1034
O'Shaughnessy Asset Management
Connecticut
$26K – – –
TFP
1035
Tilia Fiduciary Partners
North Carolina
$23K – – –
MAM
1036
Meeder Asset Management
Ohio
$21K +$20.6K +134 New
VNA
1037
Valley National Advisers
Pennsylvania
$19K – – –
EWA
1038
EverSource Wealth Advisors
Alabama
$19K +$18.2K +118 New
BCMLT
1039
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K +$18.9K +123 New
M1FG
1040
Mach-1 Financial Group
Arkansas
$17K – – –
PO
1041
Private Ocean
California
$16K -$35.7K -232 -70%
GI
1042
Gradient Investments
Minnesota
$16K – – –
RDIA
1043
RE Dickinson Investment Advisors
Iowa
$16K +$15.8K +103 New
HA
1044
Herold Advisors
New York
$15.6K +$15.4K +100 New
Nomura Asset Management
1045
Nomura Asset Management
Japan
$15.6K +$15.4K +100 New
BL
1046
Balentine LLC
Georgia
$15K – – –
HWA
1047
HHM Wealth Advisors
Tennessee
$15K – – –
HFM
1048
Hartford Financial Management
Connecticut
$15K +$14.5K +94 New
AWM
1049
Abound Wealth Management
Tennessee
$13.8K -$154 -1 -1%
HI
1050
Hudock Inc
Pennsylvania
$13K – – –