We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCI
551
Planning Center Inc
Illinois
$990K
WH
552
Whitcomb & Hess
Ohio
$987K -$154K -1,020 -14%
Bank of Nova Scotia
553
Bank of Nova Scotia
Ontario, Canada
$980K
SDWMA
554
Schneider Downs Wealth Management Advisors
Pennsylvania
$976K -$262K -1,735 -21%
RIA
555
Regal Investment Advisors
Michigan
$976K +$22.1K +146 +2%
IAIM
556
International Assets Investment Management
Florida
$971K -$736K -4,873 -43%
WPWM
557
Windward Private Wealth Management
Kansas
$966K -$2.12K -14 -0.2%
CG
558
Corundum Group
Colorado
$962K
CC
559
Cadinha & Co
Hawaii
$955K -$81.8K -541 -8%
GT
560
Glenmede Trust
Pennsylvania
$955K +$25.8K +171 +3%
BIM
561
Bridges Investment Management
Nebraska
$953K -$14.5K -96 -2%
TIM
562
Thompson Investment Management
Wisconsin
$951K -$16.6K -110 -2%
TFCP
563
Twin Focus Capital Partners
Massachusetts
$949K -$76K -503 -7%
LA
564
Legacy Advisors
Pennsylvania
$946K
OPS
565
Orion Portfolio Solutions
Nebraska
$944K +$181K +1,201 +24%
BCI
566
Brinker Capital Investments
Pennsylvania
$944K +$657K +4,348 +232%
RIA
567
Realta Investment Advisors
Delaware
$942K -$59.7K -395 -6%
SB
568
Simmons Bank
Arkansas
$934K -$2.65M -17,533 -74%
PCMC
569
Private Capital Management (Colorado)
Colorado
$934K +$308K +2,037 +49%
JIC
570
Johnson Investment Counsel
Ohio
$925K -$7.86K -52 -0.8%
SAG
571
SageView Advisory Group
California
$924K -$255K -1,687 -22%
WAP
572
Wealthcare Advisory Partners
Pennsylvania
$923K +$44.1K +292 +5%
CCWM
573
Cassaday & Co Wealth Management
Virginia
$919K -$167K -1,103 -15%
TA
574
Tactive Advisors
Florida
$916K -$9.86M -65,232 -92%
LC
575
Lindbrook Capital
California
$914K