We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
401
Tolleson Wealth Management
Texas
$2.21M
RFM
402
Royal Fund Management
Florida
$2.19M -$7.07M -45,921 -77%
WCM
403
WealthBridge Capital Management
Ohio
$2.17M -$88.9K -578 -4%
WP
404
WealthSource Partners
California
$2.16M -$29.8K -194 -1%
GCM
405
Gables Capital Management
Florida
$2.15M -$76.9K -500 -4%
LF
406
Lee Financial
Texas
$2.14M +$7.08K +46 +0.3%
AF
407
AtlasMark Financial
Texas
$2.14M -$2K -13 -0.1%
SIC
408
Sigma Investment Counselors
Michigan
$2.14M -$22.3K -145 -1%
APP
409
Avantax Planning Partners
Iowa
$2.12M -$769 -5 -0%
MFG
410
Magnus Financial Group
New York
$2.11M -$2.62K -17 -0.1%
SWA
411
Strategies Wealth Advisors
Michigan
$2.1M +$1.08K +7 +0.1%
TWP
412
Total Wealth Planning
Ohio
$2.09M -$73.7K -479 -4%
Bessemer Group
413
Bessemer Group
New Jersey
$2.09M
CWM
414
Castle Wealth Management
Florida
$2.06M -$74K -481 -4%
SFA
415
Sequoia Financial Advisors
Ohio
$2.05M -$872K -5,665 -31%
AIM
416
Alhambra Investment Management
Florida
$2.04M -$2.46K -16 -0.1%
TIM
417
Total Investment Management
Arizona
$2.02M +$748K +4,861 +63%
SCA
418
Southern Capital Advisors
Tennessee
$2.01M +$67.4K +438 +4%
LA
419
Lane & Associates
New Jersey
$2M +$209K +1,356 +12%
KFP
420
KMG Fiduciary Partners
Ohio
$1.97M +$1.68M +10,909 +812%
NL
421
NWAM LLC
Washington
$1.95M +$163K +1,058 +10%
SI
422
Stephens Inc
Arkansas
$1.94M -$2.62K -17 -0.1%
CWM
423
Cahaba Wealth Management
Georgia
$1.94M -$60.5K -393 -3%
FAM
424
Frontier Asset Management
Wyoming
$1.93M -$36.2K -235 -2%
RWG
425
Regal Wealth Group
California
$1.92M -$12.9K -84 -0.7%