We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EA
51
Efficient Advisors
Ohio
$25.5M -$803K -7,090 -3%
FA
52
FCG Advisors
New Jersey
$25.1M +$814K +7,187 +3%
RCAG
53
Rehmann Capital Advisory Group
Michigan
$24.6M +$489K +4,316 +2%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$22.2M +$4.56M +40,281 +26%
AIP
55
Ameritas Investment Partners
Nebraska
$22.2M +$193K +1,700 +0.9%
LL
56
LPWM LLC
Minnesota
$22.1M +$638K +5,633 +3%
CCFM
57
Clear Creek Financial Management
Washington
$21.6M +$21.8M +192,114 New
PWM
58
Praetorian Wealth Management
California
$21.5M +$1.07M +9,461 +5%
GT
59
Greenleaf Trust
Michigan
$21.3M -$341K -3,012 -2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$20.2M +$190K +1,673 +0.9%
QIM
61
Quest Investment Management
Oregon
$20.2M
MCM
62
MV Capital Management
Maryland
$20M +$2.05M +18,084 +11%
PWAG
63
Polaris Wealth Advisory Group
California
$19.5M -$6.77M -59,759 -26%
UB
64
UMB Bank
Missouri
$18.5M
VC
65
Vicus Capital
Pennsylvania
$18.1M -$148K -1,302 -0.8%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$17.9M -$13.5M -119,243 -43%
SPC
67
Sigma Planning Corp
Michigan
$17.9M +$1.84M +16,274 +11%
KL
68
KWMG LLC
Kansas
$17.6M -$567K -5,001 -3%
MA
69
MUFG Americas
New York
$17.3M -$24.7K -218 -0.1%
HF
70
Halpern Financial
Virginia
$17.3M +$747K +6,592 +4%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$17.2M -$5.78K -51 -0%
MML Investors Services
72
MML Investors Services
Massachusetts
$17.2M +$640K +5,651 +4%
MMA
73
Miracle Mile Advisors
California
$17.1M +$665K +5,869 +4%
LFS
74
Lutz Financial Services
Nebraska
$16.9M -$216K -1,903 -1%
ISWM
75
Independent Solutions Wealth Management
New York
$16.9M +$289K +2,553 +2%