We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$6.21M +$124K +652 +2%
WFAG
327
Wescott Financial Advisory Group
Pennsylvania
$6.14M +$258K +1,359 +5%
MFS
328
Madrona Financial Services
Washington
$6.12M +$5.9M +31,055 New
Brown Advisory
329
Brown Advisory
Maryland
$6.12M +$245K +1,292 +4%
LSA
330
Lansing Street Advisors
Pennsylvania
$6.09M +$653K +3,437 +13%
RWM
331
RKL Wealth Management
Pennsylvania
$6.05M -$251K -1,324 -4%
FEG
332
Financial Enhancement Group
Indiana
$5.98M -$2.34M -12,304 -24%
Natixis Advisors
333
Natixis Advisors
Massachusetts
$5.95M +$282K +1,484 +5%
SC
334
Sapient Capital
Indiana
$5.94M
PCIA
335
Prime Capital Investment Advisors
Kansas
$5.92M -$658K -3,463 -10%
AWP
336
Avid Wealth Partners
Texas
$5.92M +$31.5K +166 +0.6%
SIAM
337
Sterling Investment Advisors (Missouri)
Missouri
$5.88M -$209K -1,098 -4%
PFA
338
Pathway Financial Advisors
Vermont
$5.82M
AWM
339
Apollon Wealth Management
South Carolina
$5.8M +$259K +1,362 +5%
BHWM
340
Bay Harbor Wealth Management
Maryland
$5.74M +$111K +585 +2%
IA
341
IFP Advisors
Florida
$5.74M +$113K +594 +2%
KWM
342
Keebeck Wealth Management
Illinois
$5.7M +$93.1K +490 +2%
AR
343
Apeiron RIA
Texas
$5.69M +$182K +958 +3%
CIAS
344
CFS Investment Advisory Services
New Jersey
$5.65M -$154K -809 -3%
FSWA
345
Financial Synergies Wealth Advisors
Texas
$5.63M +$31.2K +164 +0.6%
HCA
346
Heck Capital Advisors
Wisconsin
$5.63M -$1.55M -8,159 -22%
MFA
347
Mayflower Financial Advisors
Massachusetts
$5.57M +$287K +1,512 +6%
LGW
348
Leslie Global Wealth
Illinois
$5.49M +$2.73M +14,374 +107%
SL
349
SWMG LLC
Texas
$5.48M +$105K +553 +2%
PCIG
350
Partners Capital Investment Group
Massachusetts
$5.36M +$29.8K +157 +0.6%