We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
Claro Advisors
Massachusetts
$384K -$9.68K -80 -3%
UIA
602
UBP Investment Advisors
Switzerland
$384K
CAI
603
Capital Advisors Inc
Oklahoma
$383K -$32K -265 -8%
WTB
604
Washington Trust Bank
Washington
$381K
UFA
605
US Financial Advisors
Massachusetts
$378K +$357K +2,952 New
PCMC
606
Private Capital Management (Colorado)
Colorado
$375K +$363 +3 +0.1%
BFA
607
Beaumont Financial Advisors
Massachusetts
$374K +$242 +2 +0.1%
WPC
608
White Pine Capital
Minnesota
$373K -$3.63K -30 -1%
SWM
609
SeaCrest Wealth Management
New York
$373K +$363 +3 +0.1%
HIA
610
Harbor Investment Advisory
Maryland
$373K +$104K +858 +42%
CCMIC
611
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$367K +$276K +2,284 +390%
WOC
612
West Oak Capital
California
$365K +$152K +1,260 +79%
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$364K
WF
614
Welch & Forbes
Massachusetts
$360K
PCG
615
Private Capital Group
Connecticut
$359K -$4.47K -37 -1%
CH
616
Canton Hathaway
Rhode Island
$359K +$339K +2,801 New
SWM
617
Stockman Wealth Management
Montana
$358K
AB
618
Atlas Brown
Kentucky
$358K +$1.45K +12 +0.4%
SDAM
619
Shulman DeMeo Asset Management
New York
$356K +$2.18K +18 +0.7%
ACP
620
Arcus Capital Partners
Georgia
$356K +$336K +2,780 New
Millennium Management
621
Millennium Management
New York
$356K +$336K +2,782 New
RIA
622
Regal Investment Advisors
Michigan
$355K +$336K +2,776 New
TP
623
Tranquility Partners
Tennessee
$353K +$49.6K +410 +17%
PWA
624
Peterson Wealth Advisors
Utah
$352K
LSAG
625
Lake Street Advisors Group
New Hampshire
$352K +$968 +8 +0.3%