We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
776
Net Worth Advisory Group
Utah
$1.17M -$9.43M -46,928 -89%
BSTWA
777
Blake Schutter Theil Wealth Advisors
Ohio
$1.15M – – –
CD
778
Chapin Davis
Maryland
$1.15M -$4.42K -22 -0.4%
WPC
779
Wedmont Private Capital
Pennsylvania
$1.15M -$353K -1,759 -24%
LPAM
780
Lodestar Private Asset Management
California
$1.14M -$21.7K -108 -2%
SWP
781
Semus Wealth Partners
Florida
$1.14M +$184K +914 +20%
TWP
782
Tempus Wealth Planning
California
$1.14M -$274K -1,364 -20%
ACIM
783
Azimuth Capital Investment Management
Michigan
$1.13M -$167K -830 -13%
Chevy Chase Trust
784
Chevy Chase Trust
Maryland
$1.13M -$19.1K -95 -2%
CAC
785
Certified Advisory Corp
Florida
$1.13M -$13.7K -68 -1%
USCWA
786
U.S. Capital Wealth Advisors
Texas
$1.12M -$361K -1,798 -25%
BP
787
Ballentine Partners
Massachusetts
$1.12M -$18.5K -92 -2%
PAMG
788
Patton Albertson Miller Group
Tennessee
$1.11M -$37.6K -187 -3%
TW
789
Towerpoint Wealth
California
$1.11M -$41.2K -205 -4%
QCG
790
Quadrant Capital Group
Ohio
$1.1M – – –
ISFAN
791
Investor's Fiduciary Advisor Network
Washington
$1.1M -$5.83K -29 -0.5%
SEIA
792
Signature Estate & Investment Advisors
California
$1.1M +$219K +1,091 +26%
MFF
793
Michels Family Financial
Texas
$1.1M -$43.2K -215 -4%
SAM
794
Silvercrest Asset Management
New York
$1.1M -$40.2K -200 -4%
MWA
795
Monograph Wealth Advisors
California
$1.1M – – –
IIC
796
Integrated Investment Consultants
Michigan
$1.1M -$125K -622 -10%
HNWA
797
Henrickson Nauta Wealth Advisors
Michigan
$1.09M -$49.6K -247 -4%
CP
798
Canopy Partners
Ohio
$1.09M – – –
NCG
799
Newport Capital Group
New Jersey
$1.09M – – –
PPW
800
PACK Private Wealth
Minnesota
$1.09M -$29.3K -146 -3%