We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
276
Forvis Mazars Wealth Advisors
Missouri
$214K -$29.1K -320 -12%
BRWM
277
B. Riley Wealth Management
Tennessee
$209K -$57.7K -635 -21%
AIA
278
Alerus Investment Advisors
Minnesota
$203K -$654K -7,195 -76%
MBT
279
Montecito Bank & Trust
California
$203K -$7.73K -85 -4%
WTC
280
WhitTier Trust Company
Nevada
$201K +$16.4K +180 +9%
CL
281
CPWM LLC
Washington
$200K +$202K +2,222 New
GT
282
Glenmede Trust
Pennsylvania
$190K
PFG
283
Pacific Financial Group
Washington
$168K +$35.9K +395 +27%
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
$151K +$153K +1,678 New
CTC
285
Central Trust Company
Missouri
$131K
FBT
286
Founders Bank & Trust
Michigan
$112K
CFN
287
Cordasco Financial Network
Florida
$102K +$182 +2 +0.2%
WA
288
WFG Advisors
Texas
$97K +$2.54K +28 +3%
JFA
289
JNBA Financial Advisors
Minnesota
$91K
CFA
290
Carroll Financial Associates
North Carolina
$87K -$36.4K -400 -30%
SFSIG
291
San Francisco Sentry Investment Group
California
$87K
JFGIW
292
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82K +$82.5K +908 New
EWM
293
Elite Wealth Management
Washington
$77K
PIA
294
Peachtree Investment Advisors
Georgia
$77K +$77.8K +856 New
OCM
295
One Capital Management
California
$67K +$67.4K +741 New
TDC
296
Thompson Davis & Co
Virginia
$67K +$68K +748 New
HCM
297
Horrell Capital Management
Arkansas
$59K -$29.5K -325 -33%
IPC
298
Independent Portfolio Consultants
Florida
$56K
RWM
299
Raffa Wealth Management
District of Columbia
$54.6K +$273 +3 +0.5%
LWM
300
LBA Wealth Management
Florida
$47K +$47.2K +519 New