We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Chesapeake Wealth Management
Virginia
$287K +$939 +8 +0.3%
FIB
552
First Interstate Bank
Montana
$286K +$65.8K +561 +31%
WSFS
553
Wilmington Savings Fund Society
Delaware
$283K
WP
554
WealthPLAN Partners
Nebraska
$282K
CAM
555
Close Asset Management
United Kingdom
$280K
HIIFS
556
Harel Insurance Investments & Financial Services
Israel
$279K
MWP
557
MYCIO Wealth Partners
Pennsylvania
$279K
TA
558
Townsend & Associates
Colorado
$278K -$22.8M -194,177 -99%
MSAM
559
Moloney Securities Asset Management
Missouri
$277K -$6.22K -53 -2%
Lazard Asset Management
560
Lazard Asset Management
New York
$274K
WG
561
Welch Group
Alabama
$274K
LWA
562
Lenox Wealth Advisors
New York
$269K
HCM
563
Hutchinson Capital Management
California
$268K +$264K +2,250 New
RCA
564
Rex Capital Advisors
Rhode Island
$267K
CIC
565
Carnegie Investment Counsel
Ohio
$265K
CCM
566
Colorado Capital Management
Colorado
$265K
NP
567
NorthRock Partners
Minnesota
$265K +$261K +2,226 New
AC
568
Addison Capital
Pennsylvania
$263K
RWA
569
Ropes Wealth Advisors
Massachusetts
$262K
SPL
570
Smart Portfolios LLC
Washington
$260K
GM
571
GeoWealth Management
Illinois
$256K +$18.2K +155 +8%
FNBOO
572
First National Bank of Omaha
Nebraska
$255K -$359K -3,056 -59%
RMDI
573
R.M. Davis Inc
Maine
$253K -$82.7K -705 -25%
FDS
574
Freedom Day Solutions
Texas
$253K -$25.2K -215 -9%
OIWM
575
OptiFour Integrated Wealth Management
Virginia
$253K