We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
826
Asset Dedication LLC
California
$794K +$191K +1,003 +33%
HCM
827
Highview Capital Management
Illinois
$789K -$41.2K -217 -5%
HBW
828
Hazlett, Burt & Watson
West Virginia
$786K +$108K +569 +17%
SAM
829
Smartleaf Asset Management
Massachusetts
$786K +$50.3K +265 +7%
Vanguard Group
830
Vanguard Group
Pennsylvania
$776K +$106K +559 +17%
WTC
831
WhitTier Trust Company
Nevada
$764K
FNT
832
First National Trust
Pennsylvania
$763K -$6.65K -35 -0.9%
EFG
833
Embree Financial Group
Illinois
$763K +$2.85K +15 +0.4%
PWCM
834
Processus Wealth & Capital Management
Tennessee
$761K +$25.6K +135 +4%
BHIA
835
Birch Hill Investment Advisors
Massachusetts
$752K
SHF
836
Stage Harbor Financial
Massachusetts
$751K +$719K +3,786 New
O3W
837
Omni 360 Wealth
New Jersey
$746K +$69.9K +368 +11%
DCM
838
Dimension Capital Management
Florida
$745K -$427K -2,250 -37%
LCGC
839
Legacy Capital Group California
California
$742K +$55.3K +291 +8%
CCWM
840
Cassaday & Co Wealth Management
Virginia
$739K -$45.4K -239 -6%
CFG
841
Cooper Financial Group
California
$738K +$196K +1,033 +38%
EWM
842
Empirical Wealth Management
Washington
$735K -$855K -4,500 -55%
MMHP
843
Murphy Middleton Hinkle & Parker
Georgia
$733K -$17.5K -92 -2%
FWTB
844
First Western Trust Bank
Colorado
$722K -$20.5K -108 -3%
CCA
845
Clarity Capital Advisors
Florida
$718K +$3.99K +21 +0.6%
NPFS
846
Novak & Powell Financial Services
Florida
$716K
CFO
847
CVA Family Office
Colorado
$715K
SYBT
848
Stock Yards Bank & Trust
Kentucky
$713K -$668K -3,519 -49%
NG
849
Norden Group
Utah
$704K +$678K +3,568 New
GWA
850
Geometric Wealth Advisors
District of Columbia
$703K