We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
301
Bank of the West
California
$3.06M +$45.9K +324 +1%
EWM
302
Evercore Wealth Management
New York
$3.03M -$7.08K -50 -0.2%
AFS
303
AFG Fiduciary Services
Massachusetts
$3.03M +$2.36M +16,685 +243%
CS
304
Credit Suisse
Switzerland
$3.02M -$1.9M -13,375 -36%
MSWMA
305
Market Street Wealth Management Advisors
Indiana
$3.01M -$13.6K -96 -0.4%
KP
306
Keel Point
Alabama
$3M -$610K -4,307 -16%
FCC
307
Florin Court Capital
United Kingdom
$2.95M +$949K +6,700 +41%
NA
308
NewEdge Advisors
Louisiana
$2.93M +$51.7K +365 +2%
TPSF
309
Texas Permanent School Fund
Texas
$2.88M +$1.02M +7,204 +47%
DIM
310
Delta Investment Management
California
$2.85M +$75.5K +533 +2%
HI
311
Harbour Investments
Wisconsin
$2.84M
Squarepoint
312
Squarepoint
New York
$2.82M -$846K -5,968 -21%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$2.81M +$112K +793 +4%
AAS
314
Ameritas Advisory Services
Nebraska
$2.8M +$316K +2,233 +11%
WAL
315
W Advisors LLC
Tennessee
$2.8M -$699K -4,935 -18%
SCM
316
Stordahl Capital Management
Colorado
$2.75M +$7.93K +56 +0.3%
WFAG
317
Wescott Financial Advisory Group
Pennsylvania
$2.75M +$167K +1,181 +6%
FHC
318
First Heartland Consultants
Missouri
$2.72M +$1.62M +11,466 +58%
MFG
319
Magnus Financial Group
New York
$2.67M -$88K -621 -3%
AWP
320
Ascent Wealth Partners
New York
$2.63M +$92.1K +650 +3%
NFG
321
Nations Financial Group
Iowa
$2.62M -$110K -779 -4%
ELC
322
Edgar Lomax Company
Virginia
$2.62M
Vanguard Personalized Indexing Management
323
Vanguard Personalized Indexing Management
California
$2.61M -$314K -2,219 -10%
SB
324
Simmons Bank
Arkansas
$2.61M +$179K +1,264 +7%
BAM
325
Brave Asset Management
New Jersey
$2.57M