We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
601
Aptus Capital Advisors
Alabama
$2.5M +$212K +949 +9%
G
602
GenTrust
Florida
$2.47M
SDWMA
603
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.47M
WDG
604
Wealth Dimensions Group
Ohio
$2.45M -$38.9K -174 -2%
MWM
605
Marietta Wealth Management
Georgia
$2.44M +$447 +2 +0%
BFS
606
BridgePort Financial Solutions
Iowa
$2.44M -$917K -4,105 -28%
SC
607
Scotia Capital
Ontario, Canada
$2.42M -$677K -3,033 -22%
AWM
608
Able Wealth Management
New Jersey
$2.4M +$54.5K +244 +2%
Fisher Asset Management
609
Fisher Asset Management
Washington
$2.39M +$40.2K +180 +2%
TFA
610
Transamerica Financial Advisors
Florida
$2.38M +$95.6K +428 +4%
WT
611
Whittier Trust
California
$2.37M +$34.6K +155 +2%
PA
612
Procyon Advisors
Connecticut
$2.35M +$337K +1,508 +17%
DBIA
613
Dumont & Blake Investment Advisors
New Jersey
$2.35M +$54.9K +246 +2%
AWP
614
Axis Wealth Partners
Rhode Island
$2.34M -$39.5K -177 -2%
FFO
615
Fortitude Family Office
Arizona
$2.34M
NAAA
616
New Age Alpha Advisors
New York
$2.34M -$411K -1,839 -15%
FAL
617
Focused Alpha LLC
Colorado
$2.34M -$5.58K -25 -0.2%
AWM
618
Alterna Wealth Management
Texas
$2.32M +$307K +1,375 +16%
TP
619
Tranquility Partners
Tennessee
$2.31M -$59.4K -266 -3%
CL
620
CLG LLC
California
$2.31M +$6.03K +27 +0.3%
SW
621
SMART Wealth
Nebraska
$2.29M +$1.37M +6,128 +155%
TFGT
622
TS Financial Group (TSFG)
Illinois
$2.29M +$54.7K +245 +2%
KWM
623
Kingsview Wealth Management
Oregon
$2.29M +$187K +839 +9%
HPWM
624
High Point Wealth Management
New Jersey
$2.28M +$74.2K +332 +3%
CA
625
COFG Advisors
Illinois
$2.27M +$14.7K +66 +0.7%