We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDAM
751
Shulman DeMeo Asset Management
New York
$442K +$2.12K +14 +0.5%
CAM
752
Concorde Asset Management
Michigan
$440K -$332K -2,194 -43%
QC
753
Quent Capital
New York
$435K – – –
BWP
754
Baldwin Wealth Partners
Massachusetts
$435K +$10.9K +72 +3%
ACP
755
Arcus Capital Partners
Georgia
$431K +$1.96K +13 +0.5%
BWM
756
Blossom Wealth Management
California
$430K +$5.14K +34 +1%
BC
757
Barrett & Company
Rhode Island
$425K +$302 +2 +0.1%
SWM
758
Stockman Wealth Management
Montana
$425K – – –
National Bank of Canada
759
National Bank of Canada
Quebec, Canada
$424K -$71.3K -472 -14%
OAM
760
Oppenheimer Asset Management
New York
$424K +$422K +2,791 New
LFG
761
Larson Financial Group
Missouri
$422K -$16.6K -110 -4%
4WM
762
4J Wealth Management
Virginia
$419K -$7.56K -50 -2%
OC
763
Oarsman Capital
Wisconsin
$419K +$756 +5 +0.2%
SWIG
764
Strategic Wealth Investment Group
Kentucky
$418K +$416K +2,755 New
GSEP
765
Golden State Equity Partners
California
$418K +$416K +2,752 New
CW
766
Connectus Wealth
Ohio
$416K +$302 +2 +0.1%
ES
767
Eagle Strategies
New York
$414K +$412K +2,727 New
GCA
768
Gradient Capital Advisors
California
$409K – – –
SHWM
769
Silicon Hills Wealth Management
Texas
$409K -$230K -1,523 -36%
CIAS
770
Capital Investment Advisory Services
North Carolina
$407K +$1.06K +7 +0.3%
RIA
771
Retirement Investment Advisors
Oklahoma
$403K +$650K +4,304 New
PFBT
772
Parkside Financial Bank & Trust
Missouri
$402K -$1.51K -10 -0.4%
FPGK
773
Financial Partners Group (Kansas)
Kansas
$402K +$907 +6 +0.2%
LWM
774
Liberty Wealth Management
California
$400K +$399K +2,639 New
BMWM
775
Brown Miller Wealth Management
Virginia
$399K +$397K +2,628 New