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
MPM
201
Meritage Portfolio Management
Kansas
$703K +$57.7K +645 +8%
AIS
202
American Investment Services
Massachusetts
$697K – – –
SC
203
Stratford Consulting
Texas
$695K – – –
PFPT
204
Pinnacle Financial Partners (Tennessee)
Tennessee
$675K -$19.2K -215 -3%
NG
205
NatWest Group
United Kingdom
$663K – – –
ACM
206
Azimuth Capital Management
Michigan
$650K -$145K -1,620 -17%
ABC
207
Associated Banc-Corp
Wisconsin
$643K – – –
BFO
208
Boston Family Office
Massachusetts
$630K -$98.4K -1,100 -13%
EWM
209
Evercore Wealth Management
New York
$624K – – –
GF
210
Gerstein Fisher
New York
$622K -$123K -1,372 -16%
ELC
211
Edgar Lomax Company
Virginia
$618K – – –
CWM
212
Confluence Wealth Management
Oregon
$606K +$3.4K +38 +0.5%
TIA
213
Tiemann Investment Advisors
California
$604K +$55.5K +621 +9%
BDF
214
Balasa Dinverno & Foltz
$590K +$165K +1,845 +36%
AWM
215
Avior Wealth Management
Nebraska
$580K -$2.23K -25 -0.4%
PA
216
Pinnacle Associates
New York
$570K -$15.6K -175 -3%
BOTW
217
Bank of the West
California
$557K +$198K +2,215 +50%
NAM
218
NTV Asset Management
West Virginia
$555K -$26.4K -295 -4%
CDIA
219
Capital Directions Investment Advisors
Georgia
$549K – – –
PFS
220
Prospera Financial Services
Texas
$541K -$21.5K -240 -4%
RMCM
221
Reynders McVeigh Capital Management
Massachusetts
$538K +$572K +6,397 New
LYV
222
Live Your Vision
Pennsylvania
$518K – – –
SWA
223
SFMG Wealth Advisors
Texas
$517K +$4.2K +47 +0.8%
OWD
224
Osborn Williams & Donohoe
Ohio
$516K – – –
HTHT
225
Hemenway Trust Hemenway Trust
New Hampshire
$513K +$545K +6,100 New
7 8
9
10 11