We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Empirical Wealth Management
Washington
$320K +$328K +2,199 New
FNBOSM
702
First National Bank of South Miami
Florida
$318K +$9.39K +63 +3%
XF
703
XML Financial
Maryland
$314K +$322K +2,162 New
CCM
704
Colorado Capital Management
Colorado
$310K
AC
705
Addison Capital
Pennsylvania
$307K
HTC
706
Haverford Trust Company
Pennsylvania
$307K
PFM
707
Parsec Financial Management
North Carolina
$307K +$31.3K +210 +12%
BWM
708
Blossom Wealth Management
California
$305K -$48.7K -327 -13%
ST
709
Sabal Trust
Florida
$304K
BWP
710
Baldwin Wealth Partners
Massachusetts
$303K -$9.24K -62 -3%
KIA
711
KCM Investment Advisors
California
$302K -$22.4K -150 -7%
SIC
712
Samalin Investment Counsel
New York
$302K +$2.09K +14 +0.7%
JFGIW
713
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K
LS
714
Leelyn Smith
Illinois
$300K
HIP
715
HUB Investment Partners
Texas
$299K +$1.79K +12 +0.6%
CSPIA
716
Cary Street Partners Investment Advisory
Virginia
$295K +$53.2K +357 +21%
JFG
717
JMG Financial Group
Illinois
$292K
OC
718
Oarsman Capital
Wisconsin
$292K +$6.71K +45 +2%
BIM
719
Baldwin Investment Management
Pennsylvania
$291K
MW
720
Marcum Wealth
Ohio
$290K -$63K -423 -18%
SG Americas Securities
721
SG Americas Securities
New York
$289K -$2.61M -17,500 -90%
SFG
722
Sowa Financial Group
Rhode Island
$287K +$1.49K +10 +0.5%
CFAM
723
Center For Asset Management
Florida
$286K -$2.09K -14 -0.7%
CAG
724
Curtis Advisory Group
California
$286K
OBWG
725
Onyx Bridge Wealth Group
New York
$284K +$281K +1,888 New