We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$12.6M -$403K -3,437 -3%
TW
102
Transform Wealth
Colorado
$12.2M -$40.9K -349 -0.3%
SB
103
Suntrust Banks
Georgia
$11.9M -$896K -7,638 -7%
FMBTD
104
First Midwest Bank Trust Division
Illinois
$11.4M +$9.16M +78,069 +442%
TCM
105
Traynor Capital Management
Pennsylvania
$11.3M +$456K +3,890 +4%
Comerica Bank
106
Comerica Bank
Texas
$11.3M +$489K +4,166 +5%
EWF
107
Epstein & White Financial
California
$11.2M -$444K -3,787 -4%
PWP
108
Personal Wealth Partners
Minnesota
$11M +$689K +5,869 +7%
PSUF
109
People's United Financial
Connecticut
$10.8M -$1.87M -15,906 -15%
LNWWM
110
Laird Norton Wetherby Wealth Management
California
$10.5M
AIA
111
Alera Investment Advisors
Illinois
$10.5M -$193K -1,641 -2%
FAAS
112
First Allied Advisory Services
California
$10.5M -$1.36M -11,582 -12%
Northern Trust
113
Northern Trust
Illinois
$10.2M -$665K -5,667 -6%
DSA
114
Droms Strauss Advisors
Missouri
$10M -$312K -2,656 -3%
PFA
115
Pure Financial Advisors
California
$9.87M +$292K +2,493 +3%
F
116
F3Logic
Minnesota
$9.53M -$7.2M -61,338 -43%
Creative Planning
117
Creative Planning
Kansas
$9.06M +$635K +5,410 +8%
BFM
118
Broadview Financial Management
Wisconsin
$9.03M +$571K +4,871 +7%
Citigroup
119
Citigroup
New York
$8.99M -$237K -2,019 -3%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$8.97M +$36.6K +312 +0.4%
BOS
121
Bank of Stockton
California
$8.67M +$7.48M +63,769 +708%
FAIM
122
Financial Advocates Investment Management
Washington
$8.48M -$402K -3,426 -5%
CS
123
Comerica Securities
Michigan
$8.15M +$684K +5,834 +9%
MGIA
124
Moneta Group Investment Advisors
Missouri
$8.1M +$701K +5,973 +10%
SHIM
125
Stone House Investment Management
Pennsylvania
$7.89M -$653K -5,569 -8%