We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JA
176
JOYN Advisors
Georgia
$1.09M +$202K +2,202 +23%
PPA
177
Parametric Portfolio Associates
Washington
$1.05M +$1.03M +11,220 New
Bank of New York Mellon
178
Bank of New York Mellon
New York
$1.04M +$173K +1,890 +21%
LFG
179
LifePlan Financial Group
Ohio
$1.02M -$113K -1,230 -10%
TFF
180
The Family Firm
Maryland
$966K +$944K +10,306 New
ACM
181
Argent Capital Management
Missouri
$962K +$940K +10,261 New
ACM
182
Azimuth Capital Management
Michigan
$948K +$117K +1,275 +14%
TCT
183
TIAA CREF Trust
Missouri
$944K +$922K +10,065 New
HW
184
Hancock Whitney
Mississippi
$940K -$9.8K -107 -1%
SFA
185
Sequoia Financial Advisors
Ohio
$937K -$28.8K -314 -3%
BFO
186
Boston Family Office
Massachusetts
$900K
DPI
187
Diversified Portfolios Inc
Michigan
$899K +$878K +9,586 New
PFPT
188
Pinnacle Financial Partners (Tennessee)
Tennessee
$896K +$18.5K +202 +2%
AIS
189
American Investment Services
Massachusetts
$890K -$55.4K -605 -6%
CAN
190
Cetera Advisor Networks
California
$885K -$189K -2,065 -18%
CI
191
Conning Inc
Connecticut
$854K
BP
192
Ballentine Partners
Massachusetts
$846K
SCG
193
Sonata Capital Group
Washington
$845K +$826K +9,016 New
PI
194
Placemark Investments
Illinois
$825K +$48.6K +530 +6%
GF
195
Gerstein Fisher
New York
$821K -$16.1K -176 -2%
FIM
196
Freedom Investment Management
Connecticut
$818K +$53.8K +587 +7%
FNBT
197
FineMark National Bank & Trust
Florida
$800K +$121K +1,323 +18%
SC
198
Stratford Consulting
Texas
$796K +$733 +8 +0.1%
GT
199
Glenview Trust
Kentucky
$772K +$754K +8,234 New
SFG
200
SNS Financial Group
Minnesota
$764K +$96.4K +1,052 +15%