We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
451
Essex Financial Services
Connecticut
$1.25M +$185K +1,309 +16%
ANTB
452
AMG National Trust Bank
Colorado
$1.24M
AFAS
453
Acorn Financial Advisory Services
Virginia
$1.23M +$180K +1,272 +15%
EWM
454
Endurance Wealth Management
Rhode Island
$1.23M -$12.8K -90 -0.9%
IWM
455
IHT Wealth Management
Illinois
$1.23M +$215K +1,519 +19%
PP
456
Paloma Partners
Connecticut
$1.22M -$170K -1,199 -11%
OFG
457
Oxford Financial Group
Indiana
$1.22M
PWPS
458
Pinnacle Wealth Planning Services
Ohio
$1.21M -$740K -5,221 -36%
HCC
459
Hirtle Callaghan & Co
Pennsylvania
$1.21M +$122K +859 +10%
TC
460
Trilogy Capital
California
$1.2M -$298K -2,103 -18%
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$1.19M +$125K +885 +11%
SAM
462
Silvercrest Asset Management
New York
$1.19M -$63.8K -450 -5%
YWP
463
YorkBridge Wealth Partners
New York
$1.18M +$5.67K +40 +0.4%
WP
464
WMS Partners
Maryland
$1.18M -$4.25K -30 -0.3%
KM
465
Kalos Management
Georgia
$1.16M +$43.1K +304 +4%
HIA
466
Harbor Investment Advisory
Maryland
$1.16M +$456K +3,218 +55%
GWA
467
GGM Wealth Advisors
Maryland
$1.16M -$130K -920 -10%
BP
468
Ballentine Partners
Massachusetts
$1.16M -$2.98K -21 -0.2%
HWM
469
HighMark Wealth Management
Minnesota
$1.15M +$2.83K +20 +0.2%
SFPG
470
Stonebridge Financial Planning Group
Florida
$1.15M +$32.9K +232 +3%
BAM
471
Baldrige Asset Management
Pennsylvania
$1.15M -$23.5K -166 -2%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$1.14M -$85.6K -604 -6%
LSPW
473
Lake Street Private Wealth
Illinois
$1.12M +$18.3K +129 +2%
TWM
474
Thrive Wealth Management
Pennsylvania
$1.1M +$660K +4,655 +118%
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
$1.1M +$1.21M +8,527 New