We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Regal Investment Advisors
Michigan
$692K +$70.1K +673 +11%
CAM
302
Concorde Asset Management
Michigan
$682K +$450K +4,315 +197%
TIA
303
Tiemann Investment Advisors
California
$681K +$21.3K +204 +3%
PP
304
PagnatoKarp Partners
Virginia
$668K +$97.9K +940 +17%
PA
305
Pinnacle Associates
New York
$667K -$10.4K -100 -2%
Allianz Asset Management
306
Allianz Asset Management
Germany
$660K -$37.4K -359 -5%
NEPWA
307
New England Private Wealth Advisors
Massachusetts
$659K
LYV
308
Live Your Vision
Pennsylvania
$658K
EWM
309
Empirical Wealth Management
Washington
$648K
SAM
310
Summit Asset Management
Tennessee
$647K
BFEC
311
Benjamin F. Edwards & Company
Missouri
$644K +$13.8K +132 +2%
GG
312
Gofen & Glossberg
Illinois
$643K
OWD
313
Osborn Williams & Donohoe
Ohio
$643K
LWAC
314
Laurel Wealth Advisors (California)
California
$637K +$625 +6 +0.1%
Brown Advisory
315
Brown Advisory
Maryland
$631K -$26.8K -257 -4%
William Blair & Company
316
William Blair & Company
Illinois
$631K +$224K +2,150 +56%
MSAM
317
Moloney Securities Asset Management
Missouri
$630K +$67.4K +647 +12%
PAMG
318
Patton Albertson Miller Group
Tennessee
$627K -$798K -7,661 -57%
NAM
319
NTV Asset Management
West Virginia
$620K -$9.9K -95 -2%
GT
320
Glenmede Trust
Pennsylvania
$613K
CIM
321
Confluence Investment Management
Missouri
$613K +$29.2K +280 +5%
WSTAM
322
Wilbanks Smith & Thomas Asset Management
Virginia
$612K +$322K +3,090 +113%
BSW
323
Buckingham Strategic Wealth
Missouri
$603K +$55.9K +537 +10%
QCG
324
Quadrant Capital Group
Ohio
$602K
HSA
325
HBK Sorce Advisory
Pennsylvania
$598K -$13.9K -133 -2%