We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
176
Roble Belko & Company
Pennsylvania
$1.01M
Bank of New York Mellon
177
Bank of New York Mellon
New York
$1.01M -$188K -1,997 -15%
SFG
178
SNS Financial Group
Minnesota
$1M +$62.4K +661 +6%
RJT
179
Raymond James Trust
Florida
$973K +$46.6K +494 +5%
LFG
180
LifePlan Financial Group
Ohio
$967K -$1.89K -20 -0.2%
FMW
181
Farr Miller & Washington
District of Columbia
$967K +$632K +6,694 +177%
TFF
182
The Family Firm
Maryland
$959K +$4.25K +45 +0.4%
SFA
183
Sequoia Financial Advisors
Ohio
$953K +$660 +7 +0.1%
IFA
184
Interactive Financial Advisors
Illinois
$920K -$64.1K -679 -6%
HW
185
Hancock Whitney
Mississippi
$895K
HIS
186
Horizon Investment Services
Indiana
$873K +$30.9K +328 +4%
FIM
187
Freedom Investment Management
Connecticut
$869K +$55.6K +589 +7%
BAC
188
Boys Arnold & Co
North Carolina
$869K +$170K +1,800 +24%
ACM
189
Azimuth Capital Management
Michigan
$863K -$79.3K -840 -8%
PPA
190
Parametric Portfolio Associates
Washington
$861K -$59.2K -627 -6%
DPI
191
Diversified Portfolios Inc
Michigan
$860K -$23.1K -245 -3%
FA
192
FCG Advisors
New Jersey
$850K -$4.36M -46,210 -83%
BP
193
Ballentine Partners
Massachusetts
$832K
GF
194
Gerstein Fisher
New York
$810K +$16.9K +179 +2%
BFO
195
Boston Family Office
Massachusetts
$793K
AIS
196
American Investment Services
Massachusetts
$764K -$104K -1,100 -12%
SC
197
Stratford Consulting
Texas
$762K -$21.4K -227 -3%
PFPT
198
Pinnacle Financial Partners (Tennessee)
Tennessee
$760K +$10.5K +111 +1%
NG
199
NatWest Group
United Kingdom
$727K
MPM
200
Meritage Portfolio Management
Kansas
$712K +$126K +1,335 +21%