We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
351
Koss-Olinger Consulting
Florida
$7.36M -$13.5M -60,330 -65%
EPP
352
ETF Portfolio Partners
Kansas
$7.32M -$47.8K -214 -0.7%
PA
353
PFG Advisors
Arizona
$7.3M -$563K -2,521 -7%
LPFG
354
Landing Point Financial Group
Ohio
$7.3M +$7.18M +32,162 New
VC
355
Vicus Capital
Pennsylvania
$7.29M -$16.3K -73 -0.2%
CPG
356
Cornerstone Planning Group
New Jersey
$7.26M -$652K -2,920 -8%
SC
357
Sapient Capital
Indiana
$7.09M – – –
William Blair & Company
358
William Blair & Company
Illinois
$7.07M -$2.21M -9,887 -24%
PFA
359
Pure Financial Advisors
California
$7.05M -$281K -1,258 -4%
AFP
360
Advus Financial Partners
Florida
$7.04M +$609K +2,725 +10%
HP
361
Holistic Planning
Texas
$7.03M +$4.21M +18,829 +155%
ET
362
Equitable Trust
Tennessee
$7.01M – – –
FSWA
363
Financial Synergies Wealth Advisors
Texas
$7M +$24.3K +109 +0.4%
CCP
364
Carmel Capital Partners
California
$6.98M +$6.87M +30,747 New
COFSG
365
Carbahal Olsen Financial Services Group
California
$6.98M -$34.4K -154 -0.5%
LFAS
366
Level Four Advisory Services
Texas
$6.82M +$48.7K +218 +0.7%
5W
367
5T Wealth
California
$6.82M -$197K -884 -3%
PFA
368
Pathway Financial Advisors
Vermont
$6.69M – – –
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$6.68M -$528K -2,364 -7%
Brown Advisory
370
Brown Advisory
Maryland
$6.56M +$59.2K +265 +0.9%
FAM
371
Forte Asset Management
New York
$6.5M +$17.2K +77 +0.3%
HPM
372
Hoxton Planning & Management
West Virginia
$6.49M -$726K -3,249 -10%
PRAG
373
Portfolio Resources Advisor Group
Florida
$6.45M -$1.36M -6,094 -18%
FRA
374
FFG Retirement Advisors
Colorado
$6.43M -$1.77M -7,902 -22%
CWMK
375
Caliber Wealth Management (Kansas)
Kansas
$6.35M +$114K +509 +2%