We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
551
Oxinas Partners Wealth Management
Indiana
$1M +$999K +6,614 New
HSA
552
HBK Sorce Advisory
Pennsylvania
$996K -$1.15M -7,594 -54%
PCI
553
Planning Center Inc
Illinois
$990K – – –
WH
554
Whitcomb & Hess
Ohio
$987K -$154K -1,020 -14%
Bank of Nova Scotia
555
Bank of Nova Scotia
Ontario, Canada
$980K – – –
SDWMA
556
Schneider Downs Wealth Management Advisors
Pennsylvania
$976K -$262K -1,735 -21%
RIA
557
Regal Investment Advisors
Michigan
$976K +$22.1K +146 +2%
IAIM
558
International Assets Investment Management
Florida
$971K -$736K -4,873 -43%
WPWM
559
Windward Private Wealth Management
Kansas
$966K -$2.12K -14 -0.2%
CG
560
Corundum Group
Colorado
$962K – – –
CC
561
Cadinha & Co
Hawaii
$955K -$81.8K -541 -8%
GT
562
Glenmede Trust
Pennsylvania
$955K +$25.8K +171 +3%
BIM
563
Bridges Investment Management
Nebraska
$953K -$14.5K -96 -2%
TIM
564
Thompson Investment Management
Wisconsin
$951K -$16.6K -110 -2%
TFCP
565
Twin Focus Capital Partners
Massachusetts
$949K -$76K -503 -7%
LA
566
Legacy Advisors
Pennsylvania
$946K – – –
OPS
567
Orion Portfolio Solutions
Nebraska
$944K +$181K +1,201 +24%
BCI
568
Brinker Capital Investments
Pennsylvania
$944K +$657K +4,348 +232%
RIA
569
Realta Investment Advisors
Delaware
$942K -$59.7K -395 -6%
SB
570
Simmons Bank
Arkansas
$934K -$2.65M -17,533 -74%
PCMC
571
Private Capital Management (Colorado)
Colorado
$934K +$308K +2,037 +49%
JIC
572
Johnson Investment Counsel
Ohio
$925K -$7.86K -52 -0.8%
SAG
573
SageView Advisory Group
California
$924K -$255K -1,687 -22%
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$923K +$44.1K +292 +5%
CCWM
575
Cassaday & Co Wealth Management
Virginia
$919K -$167K -1,103 -15%