We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFF
451
The Family Firm
Maryland
$1.4M +$6.49K +44 +0.4%
CPIG
452
Chicago Partners Investment Group
Illinois
$1.4M +$268K +1,814 +23%
CAL
453
Capital Advisors Ltd
Ohio
$1.39M +$524K +3,548 +54%
PA
454
PSI Advisors
Florida
$1.37M -$66.6K -451 -4%
DBIA
455
Dumont & Blake Investment Advisors
New Jersey
$1.37M -$12.4K -84 -0.8%
BFPW
456
BOK Financial Private Wealth
Colorado
$1.36M +$355K +2,404 +32%
WP
457
WealthShield Partners
North Carolina
$1.36M -$20.5K -139 -1%
FFM
458
Forum Financial Management
Illinois
$1.36M -$28.6K -194 -2%
PIMG
459
Patriot Investment Management Group
Tennessee
$1.35M
GWM
460
GSB Wealth Management
Connecticut
$1.35M +$106K +720 +8%
WPW
461
Waldron Private Wealth
Pennsylvania
$1.34M
FCFC
462
First Commonwealth Financial Corp
Pennsylvania
$1.34M +$101K +686 +8%
ICG
463
InterOcean Capital Group
Tennessee
$1.33M +$1.15M +7,767 +405%
EWM
464
Endurance Wealth Management
Rhode Island
$1.33M +$6.35K +43 +0.4%
SAM
465
Silvercrest Asset Management
New York
$1.33M -$33.2K -225 -2%
SIC
466
Salem Investment Counselors
North Carolina
$1.32M -$431K -2,920 -23%
SIC
467
Sterling Investment Counsel
New York
$1.31M +$629K +4,263 +81%
OFG
468
Oxford Financial Group
Indiana
$1.31M -$5.02K -34 -0.4%
BWP
469
Bernardo Wealth Planning
Pennsylvania
$1.3M
CIBC World Market
470
CIBC World Market
Ontario, Canada
$1.3M -$1.92K -13 -0.1%
SIA
471
Sage Investment Advisers
New York
$1.29M +$202K +1,366 +17%
LBC
472
Lowe Brockenbrough & Co
Virginia
$1.29M +$29.5K +200 +2%
SW
473
SVB Wealth
Massachusetts
$1.28M +$148 +1 +0%
GWA
474
GGM Wealth Advisors
Maryland
$1.27M
WP
475
WMS Partners
Maryland
$1.27M -$331K -2,244 -20%