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
751
Claro Advisors
Massachusetts
$435K -$13.7K -96 -3%
TTWM
752
TCV Trust & Wealth Management
Virginia
$433K +$26.8K +188 +7%
CPA
753
Cardiff Park Advisors
California
$431K -$68.7K -481 -14%
OPW
754
Oxler Private Wealth
New York
$431K +$2K +14 +0.5%
FFS
755
Founders Financial Securities
Maryland
$428K -$714 -5 -0.2%
ZF
756
Zhang Financial
Michigan
$427K +$286 +2 +0.1%
SDAM
757
Shulman DeMeo Asset Management
New York
$420K +$5.28K +37 +1%
BCP
758
Blue Chip Partners
Michigan
$420K -$35.3K -247 -8%
TFS
759
TrustCore Financial Services
Tennessee
$419K
LFG
760
Larson Financial Group
Missouri
$419K +$428 +3 +0.1%
GWA
761
GGM Wealth Advisors
Maryland
$417K -$789K -5,530 -66%
QC
762
Quent Capital
New York
$416K
AIP
763
Almanack Investment Partners
Pennsylvania
$415K -$408K -2,858 -50%
FPGK
764
Financial Partners Group (Kansas)
Kansas
$414K +$1.14K +8 +0.3%
WEG
765
World Equity Group
Illinois
$411K -$66.5K -466 -14%
ACP
766
Arcus Capital Partners
Georgia
$410K +$5.14K +36 +1%
Asset Management One
767
Asset Management One
Japan
$408K +$400K +2,800 New
4WM
768
4J Wealth Management
Virginia
$408K -$1.43K -10 -0.4%
KDA
769
Kraft Davis & Associates
Missouri
$408K +$374K +2,619 New
BWM
770
Blossom Wealth Management
California
$406K +$5.42K +38 +1%
BC
771
Barrett & Company
Rhode Island
$406K
SWM
772
Stockman Wealth Management
Montana
$406K
BWP
773
Baldwin Wealth Partners
Massachusetts
$406K +$77.1K +540 +24%
SXL
774
Summit X LLC
Missouri
$400K -$32.4K -227 -7%
OC
775
Oarsman Capital
Wisconsin
$400K +$9.56K +67 +2%