We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
Gemmer Asset Management
California
$119K +$14.9K +157 +14%
HWP
402
Hefty Wealth Partners
Indiana
$113K -$8.76K -92 -7%
DSC
403
Duncker Streett & Co
Missouri
$95K +$38.1K +400 +67%
KKAMG
404
Kernodle & Katon Asset Management Group
Arkansas
$91K
PAI
405
Pittenger & Anderson Inc
Nebraska
$85K +$84.9K +892 New
PCA
406
Peddock Capital Advisors
Massachusetts
$75K +$74.7K +785 New
CFA
407
Carroll Financial Associates
North Carolina
$70K
CPIG
408
Chicago Partners Investment Group
Illinois
$68K
MWM
409
MinichMacGregor Wealth Management
New York
$61K
RWM
410
Raffa Wealth Management
District of Columbia
$60.4K
TF
411
Tompkins Financial
New York
$59K
IWMPD
412
Integrated Wealth Management (Palm Desert)
California
$56K +$55.7K +585 New
AF
413
Allworth Financial
California
$53K +$48K +504 +951%
TDC
414
Thompson Davis & Co
Virginia
$51K
CBT
415
Central Bank & Trust
Kentucky
$50K +$50.2K +527 New
PMFA
416
Plante Moran Financial Advisors
Michigan
$47K
RFA
417
Reilly Financial Advisors
California
$41K
SAM
418
Shamrock Asset Management
Texas
$40K -$565K -5,937 -93%
TCM
419
TD Capital Management
Tennessee
$38K +$286 +3 +0.8%
Simplex Trading
420
Simplex Trading
Illinois
$36K -$7.42K -78 -17%
HR
421
Howe & Rusling
New York
$36K
BKA
422
Brick & Kyle Associates
Pennsylvania
$34K
JIC
423
Joel Isaacson & Co
New York
$34K
AA
424
AlphaMark Advisors
Kentucky
$32K
TWA
425
TCI Wealth Advisors
Arizona
$32K