We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
51
McKinley Carter Wealth Services
West Virginia
$38.4M +$3.25M +21,803 +9%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$38.3M -$51.9M -348,275 -57%
MMA
53
Miracle Mile Advisors
California
$37.8M +$2.17M +14,550 +6%
1IA
54
1834 Investment Advisors
Wisconsin
$35.7M +$1.07M +7,171 +3%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$35.6M +$6.58M +44,145 +22%
TCBWMS
56
Texas Capital Bank Wealth Management Services
Texas
$35.2M +$117K +783 +0.3%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$34.5M -$262K -1,755 -0.8%
RVPG
58
Relative Value Partners Group
$34M -$34.7K -233 -0.1%
LL
59
LPWM LLC
Minnesota
$33.5M +$917K +6,155 +3%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$33.1M -$7.01M -47,013 -17%
PWM
61
Praetorian Wealth Management
California
$32.9M +$134K +902 +0.4%
AIP
62
Ameritas Investment Partners
Nebraska
$31.3M +$751K +5,037 +2%
SWM
63
Spire Wealth Management
Virginia
$29.8M +$280K +1,877 +0.9%
Allianz Asset Management
64
Allianz Asset Management
Germany
$29.8M +$6.86M +46,050 +29%
HF
65
Halpern Financial
Virginia
$29.6M +$3.34M +22,410 +12%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$28.7M -$9.59M -64,325 -25%
PSUF
67
People's United Financial
Connecticut
$28.5M +$581K +3,896 +2%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$27.4M +$880K +5,903 +3%
PWAG
69
Polaris Wealth Advisory Group
California
$26.9M -$38.3K -257 -0.1%
QIM
70
Quest Investment Management
Oregon
$26.2M
EA
71
Efficient Advisors
Ohio
$26M -$2.96M -19,878 -10%
GT
72
Greenleaf Trust
Michigan
$25.2M -$640K -4,295 -2%
SPC
73
Sigma Planning Corp
Michigan
$24.2M +$749K +5,023 +3%
EWA
74
Encompass Wealth Advisors
Oregon
$23.4M +$318K +2,131 +1%
BAM
75
Brave Asset Management
New Jersey
$23.4M +$260K +1,743 +1%