We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
526
R.M. Davis Inc
Maine
$330K
WF
527
Welch & Forbes
Massachusetts
$328K
SWM
528
Stockman Wealth Management
Montana
$326K
PWA
529
Peterson Wealth Advisors
Utah
$325K +$1.83K +16 +0.6%
NAM
530
NTV Asset Management
West Virginia
$320K -$1.72K -15 -0.5%
CP
531
Covenant Partners
Tennessee
$319K
I
532
IberiaBank
Louisiana
$318K +$312K +2,727 New
GCA
533
Gradient Capital Advisors
California
$316K -$55K -480 -15%
BFA
534
Beaumont Financial Advisors
Massachusetts
$312K
SDAM
535
Shulman DeMeo Asset Management
New York
$311K +$1.72K +15 +0.6%
CFA
536
Carroll Financial Associates
North Carolina
$311K +$40.7K +355 +15%
LWM
537
Lenox Wealth Management
Ohio
$310K -$25.9K -226 -8%
QCG
538
Quadrant Capital Group
Ohio
$310K
SYBT
539
Stock Yards Bank & Trust
Kentucky
$309K
SC
540
Slow Capital
California
$309K +$304K +2,654 New
AF
541
Arrow Financial
New York
$308K
MFG
542
Magnus Financial Group
New York
$308K +$917 +8 +0.3%
RIA
543
Realta Investment Advisors
Delaware
$308K +$115K +1,007 +61%
MC
544
Mathes Company
New York
$303K
VDI
545
Vaughan David Investments
Illinois
$300K -$10.3K -90 -3%
CA
546
Claro Advisors
Massachusetts
$300K -$7.79K -68 -3%
CTC
547
Central Trust Company
Missouri
$296K -$1.15K -10 -0.4%
GRP
548
Global Retirement Partners
California
$292K -$323K -2,817 -53%
VWM
549
Valley Wealth Managers
New Jersey
$286K
WA
550
WBH Advisory
Maryland
$285K