We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
351
Johnson Investment Counsel
Ohio
$1.02M -$49.5K -422 -5%
SFA
352
Sequoia Financial Advisors
Ohio
$1.01M +$64.5K +550 +7%
I
353
IberiaBank
Louisiana
$1M +$669K +5,699 +209%
LFG
354
LifePlan Financial Group
Ohio
$996K -$155K -1,321 -14%
BIM
355
Bridges Investment Management
Nebraska
$986K – – –
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$983K -$2.08M -17,698 -68%
APSP
357
Asset Planning Services (Pennsylvania)
Pennsylvania
$974K -$90.7K -773 -9%
WCF
358
West Coast Financial
California
$972K -$11.7K -100 -1%
JF
359
JSF Financial
California
$970K -$13.6K -116 -1%
EK
360
Evensky & Katz
Florida
$965K -$35K -298 -4%
HA
361
Hamel Associates
New Jersey
$963K – – –
GT
362
Glenmede Trust
Pennsylvania
$952K +$101K +861 +12%
OWA
363
Outlook Wealth Advisors
Texas
$951K +$936K +7,979 New
BCM
364
Brasada Capital Management
Texas
$937K -$852K -7,263 -48%
CPIG
365
Chicago Partners Investment Group
Illinois
$916K +$200K +1,708 +29%
VFA
366
Voya Financial Advisors
Connecticut
$913K -$3.36M -28,644 -79%
AF
367
AtlasMark Financial
Texas
$908K +$894K +7,623 New
EW
368
Evoke Wealth
California
$904K +$890K +7,589 New
EWM
369
Evercore Wealth Management
New York
$885K – – –
SWM
370
SeaCrest Wealth Management
New York
$867K +$488K +4,159 +133%
CAM
371
Cresset Asset Management
Illinois
$861K +$117K +998 +16%
SG
372
StoneX Group
New York
$860K +$218K +1,861 +35%
CAC
373
Certified Advisory Corp
Florida
$846K -$69K -588 -8%
PCG
374
Private Capital Group
Connecticut
$837K -$384K -3,273 -32%
PA
375
Pinnacle Associates
New York
$833K -$8.8K -75 -1%