We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMU
351
Paragon Capital Management (Utah)
Utah
$2.34M +$2.27M +14,911 New
AWP
352
Ascent Wealth Partners
New York
$2.32M +$38.2K +251 +2%
HW
353
Hancock Whitney
Mississippi
$2.31M +$892K +5,864 +66%
SCG
354
Sonata Capital Group
Washington
$2.3M -$9.43K -62 -0.4%
EDRIA
355
Edmonds Duncan Registered Investment Advisors
Kansas
$2.28M +$10.3K +68 +0.5%
GCM
356
Gables Capital Management
Florida
$2.26M
ARC
357
Advisor Resource Council
Texas
$2.25M +$2.19M +14,400 New
CCT
358
Country Club Trust
Missouri
$2.23M -$373K -2,451 -15%
MFG
359
Magnus Financial Group
New York
$2.23M +$40.5K +266 +2%
RIS
360
Retirement Income Solutions
Michigan
$2.18M -$468K -3,075 -18%
MCA
361
MSH Capital Advisors
Arizona
$2.16M +$2.09M +13,771 New
TWM
362
Tolleson Wealth Management
Texas
$2.15M
WCF
363
West Coast Financial
California
$2.13M +$175K +1,153 +9%
Renaissance Technologies
364
Renaissance Technologies
New York
$2.13M +$730K +4,800 +55%
PPA
365
Parametric Portfolio Associates
Washington
$2.13M -$6.54K -43 -0.3%
WDG
366
Wealth Dimensions Group
Ohio
$2.13M -$45.2K -297 -2%
BIA
367
Benchmark Investment Advisors
Illinois
$2.12M +$2.05M +13,507 New
EIP
368
Ellis Investment Partners
Pennsylvania
$2.1M +$52.2K +343 +3%
APP
369
Avantax Planning Partners
Iowa
$2.1M +$276K +1,813 +16%
DADC
370
D.A. Davidson & Co
Montana
$2.1M +$58.7K +386 +3%
AAS
371
Ameritas Advisory Services
Nebraska
$2.08M +$2.02M +13,258 New
FA
372
Flagstar Advisors
New York
$2.03M +$229K +1,506 +13%
FFMBT
373
First Farmers & Merchants Bank Trust
Tennessee
$2.03M +$1.97M +12,967 New
MA
374
MBA Advisors
Pennsylvania
$1.99M +$569K +3,740 +42%
TRIA
375
Trail Ridge Investment Advisors
Colorado
$1.96M +$1.91M +12,536 New