We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCG
476
Newport Capital Group
New Jersey
$919K – – –
BJL
477
Brighton Jones LLC
Washington
$917K -$204K -1,367 -18%
MSA
478
Marino Stram & Associates
Massachusetts
$915K -$428K -2,875 -31%
IWA
479
Inspirion Wealth Advisors
Illinois
$907K -$30K -201 -3%
FMTC
480
Farmers & Merchants Trust Company
California
$902K -$13K -87 -1%
CRCM
481
Corbett Road Capital Management
Virginia
$886K -$61.7K -414 -6%
GG
482
Gofen & Glossberg
Illinois
$886K -$49.8K -334 -5%
GAM
483
Gemmer Asset Management
California
$879K -$74.7K -501 -8%
SWA
484
SOA Wealth Advisors
New York
$879K – – –
WT
485
Whittier Trust
California
$875K -$24.7K -166 -3%
FCI
486
Financial Counselors Inc
Kansas
$875K +$7.75K +52 +0.9%
CI
487
Conning Inc
Connecticut
$868K – – –
EW
488
Evoke Wealth
California
$863K -$149 -1 -0%
CB
489
Community Bank
New York
$862K – – –
Bessemer Group
490
Bessemer Group
New Jersey
$857K +$603K +4,047 +219%
PCA
491
Pallas Capital Advisors
Massachusetts
$855K – – –
HR
492
Hardy Reed
Mississippi
$851K – – –
IIC
493
Integrated Investment Consultants
Michigan
$848K -$7K -47 -0.8%
TFO
494
Tarbox Family Office
California
$840K +$1.49K +10 +0.2%
Koshinski Asset Management
495
Koshinski Asset Management
Illinois
$840K +$214K +1,435 +33%
FFA
496
Freedman Financial Associates
Massachusetts
$827K -$142K -950 -14%
LWANC
497
Laurel Wealth Advisors (North Carolina)
North Carolina
$822K +$1.49K +10 +0.2%
Millennium Management
498
Millennium Management
New York
$809K +$605K +4,057 +269%
SIC
499
Sigma Investment Counselors
Michigan
$804K -$19.4K -130 -2%
EAM
500
Evanson Asset Management
California
$802K +$149 +1 +0%