We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
SigFig Wealth Management
California
$9.72M -$2.43M -10,898 -20%
TWM
302
TSA Wealth Management
Texas
$9.64M -$3.28M -14,687 -26%
AR
303
Apeiron RIA
Texas
$9.55M +$4.38M +19,593 +87%
MW
304
Maia Wealth
Colorado
$9.53M -$336K -1,506 -3%
GVAG
305
Great Valley Advisor Group
Delaware
$9.53M +$447 +2 +0%
LWA
306
Lifelong Wealth Advisors
Minnesota
$9.52M -$520K -2,329 -5%
FWP
307
FAS Wealth Partners
Kansas
$9.5M -$152K -682 -2%
LIA
308
LBMC Investment Advisors
Tennessee
$9.49M -$39.1K -175 -0.4%
BOS
309
Bank of Stockton
California
$9.39M -$2.1M -9,385 -18%
AWA
310
A4 Wealth Advisors
North Carolina
$9.39M +$400K +1,792 +5%
KWM
311
Keebeck Wealth Management
Illinois
$9.36M -$1.88M -8,396 -17%
SW
312
Simplicity Wealth
New Jersey
$9.35M +$238K +1,065 +3%
Franklin Resources
313
Franklin Resources
California
$9.23M -$2.31M -10,351 -20%
MG
314
Mather Group
Illinois
$9.1M +$2.7M +12,099 +43%
DF
315
Daviman Financial
Indiana
$9.09M -$2.5M -11,200 -22%
HWM
316
HB Wealth Management
Georgia
$8.94M -$1.44M -6,434 -14%
SEI Investments
317
SEI Investments
Pennsylvania
$8.94M -$10.7K -48 -0.1%
AT
318
Arlington Trust
Alabama
$8.93M -$2.23M -9,968 -20%
UB
319
UMB Bank
Missouri
$8.9M -$685K -3,065 -7%
CAM
320
Cresset Asset Management
Illinois
$8.87M -$523K -2,341 -6%
CA
321
Centerpoint Advisors
Massachusetts
$8.71M -$22.6K -101 -0.3%
PIA
322
Polaris Investment Advisors
Massachusetts
$8.58M -$1.74M -7,789 -17%
WANY
323
Wealthspire Advisors (New York)
New York
$8.57M +$1.48M +6,641 +21%
LCG
324
Lynx Capital Group
Ohio
$8.53M +$1.06M +4,743 +14%
SIA
325
Soltis Investment Advisors
Utah
$8.48M +$369K +1,653 +5%