We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
776
Aurora Private Wealth
New Jersey
$396K -$4.99K -33 -1%
CPSAC
777
Chas P. Smith & Associates (CPS)
Florida
$395K -$5.74K -38 -1%
WF
778
Welch & Forbes
Massachusetts
$395K
AIS
779
American Investment Services
Massachusetts
$394K
RCG
780
Regatta Capital Group
California
$394K
GM
781
Granger Management
New York
$393K -$153K -1,010 -28%
CFA
782
CWS Financial Advisors
Michigan
$393K
CC
783
Chicago Capital
Illinois
$392K -$414K -2,740 -52%
BCP
784
Blue Chip Partners
Michigan
$390K -$48.8K -323 -11%
DC
785
Davenport & Co
Virginia
$390K +$2.72K +18 +0.7%
EWM
786
Executive Wealth Management
Michigan
$389K -$199K -1,316 -34%
PWM
787
Perigon Wealth Management
California
$387K +$8.77K +58 +2%
IRAG
788
Investment Research & Advisory Group
Georgia
$386K
DT
789
Diversified Trust
Tennessee
$384K +$87K +576 +29%
CFAM
790
Center For Asset Management
Florida
$382K +$6.2K +41 +2%
SSW
791
Stone Summit Wealth
Florida
$381K
FF
792
Francis Financial
$381K -$21.2K -140 -5%
IFA
793
Interactive Financial Advisors
Illinois
$381K -$6.8K -45 -2%
WA
794
Waverly Advisors
Alabama
$380K +$1.51K +10 +0.4%
HNWAG
795
High Net Worth Advisory Group
Florida
$379K
PIAS
796
PCA Investment Advisory Services
Ohio
$379K +$377K +2,497 New
SIC
797
Samalin Investment Counsel
New York
$379K +$55.9K +370 +17%
Empower Advisory Group
798
Empower Advisory Group
Colorado
$378K +$376K +2,490 New
SVCP
799
Silicon Valley Capital Partners
California
$377K +$375K +2,484 New
PA
800
PFG Advisors
Arizona
$377K -$25.1K -166 -6%