We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
376
JFS Wealth Advisors
Pennsylvania
$1.7M +$888K +6,029 +110%
FWP
377
Falcon Wealth Planning
California
$1.66M -$37.4K -254 -2%
Franklin Resources
378
Franklin Resources
California
$1.65M +$966K +6,559 +142%
WCF
379
West Coast Financial
California
$1.65M +$179K +1,214 +12%
MWM
380
Mattern Wealth Management
Kansas
$1.63M – – –
AIC
381
Ameritas Investment Company
Nebraska
$1.62M +$861K +5,843 +169%
SMG
382
Spectrum Management Group
Indiana
$1.62M -$1.06M -7,185 -40%
BF
383
Blankinship & Foster
California
$1.62M -$130K -884 -7%
CIBC World Market
384
CIBC World Market
Ontario, Canada
$1.62M -$1.27M -8,635 -44%
RBC
385
Roble Belko & Company
Pennsylvania
$1.62M – – –
KBFS
386
Kohmann Bosshard Financial Services
Ohio
$1.6M – – –
SW
387
SVB Wealth
Massachusetts
$1.6M -$9.57K -65 -0.6%
CCA
388
Childress Capital Advisors
Texas
$1.59M -$2.53M -17,208 -61%
AFAS
389
Acorn Financial Advisory Services
Virginia
$1.59M +$1.59M +10,817 New
MWM
390
Marietta Wealth Management
Georgia
$1.56M +$8.1K +55 +0.5%
PA
391
PSI Advisors
Florida
$1.56M -$85K -577 -5%
WFAG
392
Wescott Financial Advisory Group
Pennsylvania
$1.56M +$249K +1,689 +19%
LNC
393
Lincoln National Corp
Pennsylvania
$1.54M -$591K -4,010 -28%
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$1.54M +$1.54M +10,430 New
5L
395
55I LLC
Massachusetts
$1.54M +$315K +2,138 +26%
HR
396
Hayden Royal
North Carolina
$1.53M +$6.63K +45 +0.4%
TPWA
397
TRUE Private Wealth Advisors
Oregon
$1.53M +$38.7K +263 +3%
MAS
398
Managed Account Services
Florida
$1.53M +$147K +997 +11%
SAM
399
Silvercrest Asset Management
New York
$1.53M -$33.1K -225 -2%
CIR
400
Clear Investment Research
Georgia
$1.49M -$13.8K -94 -0.9%