We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FGA
526
Fortis Group Advisors
New Jersey
$344K +$348K +3,068 New
PL
527
Plancorp LLC
Missouri
$343K -$81.7K -721 -19%
MSAM
528
Moloney Securities Asset Management
Missouri
$341K – – –
UIA
529
UBP Investment Advisors
Switzerland
$337K – – –
CWM
530
Cabot Wealth Management
Massachusetts
$337K +$339K +2,994 New
FI
531
FormulaFolio Investments
Michigan
$337K +$340K +3,000 New
WTB
532
Washington Trust Bank
Washington
$335K – – –
PCMC
533
Private Capital Management (Colorado)
Colorado
$332K +$453 +4 +0.1%
WPC
534
White Pine Capital
Minnesota
$331K – – –
NAM
535
NorthCoast Asset Management
Connecticut
$329K -$287K -2,529 -46%
WI
536
Wintrust Investments
Illinois
$329K +$227 +2 +0.1%
VFA
537
Voya Financial Advisors
Connecticut
$328K -$170K -1,504 -34%
BFA
538
Beaumont Financial Advisors
Massachusetts
$328K -$3.97K -35 -1%
SWM
539
SeaCrest Wealth Management
New York
$327K +$567 +5 +0.2%
APA
540
American Portfolios Advisors
New York
$327K -$73.1K -645 -18%
PCG
541
Private Capital Group
Connecticut
$319K – – –
EAM
542
Evanson Asset Management
California
$318K +$113 +1 +0%
WF
543
Welch & Forbes
Massachusetts
$316K – – –
SWM
544
Stockman Wealth Management
Montana
$315K – – –
AB
545
Atlas Brown
Kentucky
$314K +$2.95K +26 +0.9%
DBRC
546
D.B. Root & Company
Pennsylvania
$313K -$56.2K -496 -15%
LJAC
547
L.J. Altfest & Co
New York
$312K -$67K -591 -18%
SDAM
548
Shulman DeMeo Asset Management
New York
$311K +$2.15K +19 +0.7%
Wolverine Trading
549
Wolverine Trading
Illinois
$310K +$19.8K +175 +7%
IWS
550
Insight Wealth Strategies
California
$309K -$382K -3,368 -55%