We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF
IVE

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
201
Pinnacle Associates
New York
$751K +$58.2K +635 +9%
DAS
202
Dynamic Advisor Solutions
Arizona
$745K +$492K +5,365 +208%
NG
203
NatWest Group
United Kingdom
$739K – – –
AWM
204
Avior Wealth Management
Nebraska
$725K -$86.7K -946 -11%
AWA
205
Arete Wealth Advisors
Illinois
$722K -$183 -2 -0%
NAM
206
NTV Asset Management
West Virginia
$712K – – –
CWM
207
Concert Wealth Management
California
$711K +$79.1K +863 +13%
ELC
208
Edgar Lomax Company
Virginia
$690K – – –
NES
209
New England Securities
New York
$687K – – –
ABC
210
Associated Banc-Corp
Wisconsin
$685K +$42.9K +468 +7%
OWD
211
Osborn Williams & Donohoe
Ohio
$677K – – –
CWM
212
Confluence Wealth Management
Oregon
$677K +$3.76K +41 +0.6%
FNBTCON
213
First National Bank & Trust Co of Newtown
Pennsylvania
$651K +$17K +186 +3%
BAC
214
Boys Arnold & Co
North Carolina
$638K -$63.6K -694 -9%
TFCP
215
Twin Focus Capital Partners
Massachusetts
$633K – – –
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$612K -$10.1K -110 -2%
CDIA
217
Capital Directions Investment Advisors
Georgia
$609K – – –
TIA
218
Tiemann Investment Advisors
California
$592K -$43.2K -472 -7%
PFS
219
Prospera Financial Services
Texas
$580K -$14.4K -157 -2%
SWP
220
Stratos Wealth Partners
Ohio
$580K +$567K +6,187 New
PA
221
Parkside Advisors
California
$579K – – –
LYV
222
Live Your Vision
Pennsylvania
$563K – – –
GG
223
Gofen & Glossberg
Illinois
$560K – – –
HIS
224
Horizon Investment Services
Indiana
$554K +$134K +1,458 +33%
SWA
225
SFMG Wealth Advisors
Texas
$546K – – –
7 8
9
10 11