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
$993K -$39K -241 -4%
RIA
552
Regal Investment Advisors
Michigan
$993K +$13.4K +83 +1%
IAIM
553
International Assets Investment Management
Florida
$981K -$5.82K -36 -0.6%
CC
554
Cadinha & Co
Hawaii
$978K +$10.7K +66 +1%
BlackRock
555
BlackRock
New York
$969K -$14.2K -88 -1%
Qube Research & Technologies (QRT)
556
Qube Research & Technologies (QRT)
United Kingdom
$965K +$887K +5,486 +697%
LA
557
Legacy Advisors
Pennsylvania
$964K – – –
TA
558
TrueWealth Advisors
Alabama
$963K +$25.9K +160 +3%
FT
559
Fiduciary Trust
Massachusetts
$960K – – –
SDWMA
560
Schneider Downs Wealth Management Advisors
Pennsylvania
$958K -$7.6K -47 -0.7%
CWC
561
Carolinas Wealth Consulting
North Carolina
$957K -$92.3K -571 -8%
WH
562
Whitcomb & Hess
Ohio
$954K -$55.1K -341 -5%
RIA
563
Realta Investment Advisors
Delaware
$951K – – –
Koshinski Asset Management
564
Koshinski Asset Management
Illinois
$943K +$8.24K +51 +0.8%
PCMC
565
Private Capital Management (Colorado)
Colorado
$942K +$42K +260 +4%
WPWM
566
Windward Private Wealth Management
Kansas
$932K – – –
BIM
567
Bridges Investment Management
Nebraska
$931K – – –
IWM
568
Iams Wealth Management
Nebraska
$929K +$976K +6,041 New
TIM
569
Thompson Investment Management
Wisconsin
$929K -$23.4K -145 -2%
LC
570
Lindbrook Capital
California
$926K – – –
GT
571
Glenmede Trust
Pennsylvania
$921K -$48.8K -302 -5%
WE
572
Wealth Effects
Massachusetts
$920K – – –
KWMG
573
King Wealth Management Group
Florida
$919K – – –
CG
574
Corundum Group
Colorado
$918K -$60K -371 -6%
JIC
575
Johnson Investment Counsel
Ohio
$917K -$20.2K -125 -2%