We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
601
Bessemer Group
New Jersey
$2.36M +$54.3K +251 +2%
YWM
602
Yukon Wealth Management
Kansas
$2.36M +$110K +510 +5%
FPW
603
Fairvoy Private Wealth
Alabama
$2.36M +$1.95M +9,004 +414%
CFG
604
Cassilly Financial Group
Maryland
$2.36M +$75.8K +350 +3%
TCA
605
Transcend Capital Advisors
New Jersey
$2.35M -$157K -725 -6%
SAW
606
Signal Advisors Wealth
Michigan
$2.34M -$158K -732 -6%
TWP
607
Tempus Wealth Planning
California
$2.33M +$779K +3,596 +48%
TIM
608
Total Investment Management
Arizona
$2.33M +$51.8K +239 +2%
WDG
609
Wealth Dimensions Group
Ohio
$2.32M -$82.9K -383 -3%
AL
610
ARWA LLC
Texas
$2.31M +$781K +3,609 +51%
1CP
611
17 Capital Partners
Arizona
$2.31M +$190K +878 +9%
G
612
GenTrust
Florida
$2.3M
SDWMA
613
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.3M
UAG
614
United Advisor Group
Ohio
$2.29M +$53.7K +248 +2%
MWM
615
Marietta Wealth Management
Georgia
$2.27M +$433 +2 +0%
AWP
616
Axis Wealth Partners
Rhode Island
$2.21M -$210K -972 -8%
ICP
617
Interchange Capital Partners
Pennsylvania
$2.21M -$1.44M -6,653 -37%
Fisher Asset Management
618
Fisher Asset Management
Washington
$2.19M -$102K -470 -4%
AWM
619
Able Wealth Management
New Jersey
$2.18M +$26.9K +124 +1%
FAL
620
Focused Alpha LLC
Colorado
$2.18M +$72.1K +333 +3%
FFO
621
Fortitude Family Office
Arizona
$2.17M -$21.4K -99 -1%
WT
622
Whittier Trust
California
$2.15M -$19.5K -90 -0.9%
CL
623
CLG LLC
California
$2.14M +$5.41K +25 +0.2%
TP
624
Tranquility Partners
Tennessee
$2.14M +$59.3K +274 +3%
DBIA
625
Dumont & Blake Investment Advisors
New Jersey
$2.13M -$101K -468 -4%