We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
301
B. Riley Wealth Advisors
Florida
$7.01M +$2.56M +14,388 +46%
CWS
302
Cypress Wealth Services
California
$6.72M +$6.39M +35,952 New
ASN
303
Advisory Services Network
Georgia
$6.68M +$2.16M +12,147 +51%
BFA
304
BBJS Financial Advisors
Washington
$6.68M -$1.16M -6,526 -15%
WP
305
WealthShield Partners
North Carolina
$6.68M +$4.75M +26,717 +296%
OAP
306
One Advisory Partners
Kansas
$6.66M +$6.34M +35,659 New
VC
307
Vicus Capital
Pennsylvania
$6.66M -$133K -749 -2%
William Blair & Company
308
William Blair & Company
Illinois
$6.58M -$95.8K -539 -2%
SIG
309
Stonegate Investment Group
Alabama
$6.56M +$2.66M +14,993 +75%
EFG
310
Ehrlich Financial Group
California
$6.53M +$2.01M +11,320 +48%
WJA
311
Willis Johnson & Associates
Texas
$6.53M -$527K -2,963 -8%
TF
312
Trek Financial
Arizona
$6.49M +$6.18M +34,752 New
YIA
313
YHB Investment Advisors
Connecticut
$6.47M -$229K -1,286 -4%
SWA
314
Stratos Wealth Advisors
Ohio
$6.37M +$3.1M +17,461 +105%
PIS
315
POM Investment Strategies
North Carolina
$6.37M +$6.05M +34,042 +54,035%
DL
316
DOHJ LLC
Washington
$6.33M +$1.11M +6,230 +23%
SCA
317
Snowden Capital Advisors
New York
$6.28M +$5.2M +29,252 +673%
BAM
318
Belpointe Asset Management
Nevada
$6.17M +$884K +4,976 +18%
RWM
319
RKL Wealth Management
Pennsylvania
$6.17M -$1.06M -5,974 -15%
NB
320
Nicolet Bankshares
Wisconsin
$6.17M
SIAM
321
Sterling Investment Advisors (Missouri)
Missouri
$6.11M -$288K -1,620 -5%
SAG
322
Spotlight Asset Group
Illinois
$6.11M -$168K -946 -3%
T
323
TNF
Montana
$6.07M +$5.96M +33,505 New
TIM
324
Tortoise Investment Management
New York
$5.97M -$132K -745 -2%
EL
325
EQ LLC
Washington
$5.95M +$5.67M +31,871 New