We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
826
HighMark Wealth Management
Minnesota
$1.22M -$5.66K -27 -0.5%
SWA
827
SOA Wealth Advisors
New York
$1.21M -$211K -1,009 -15%
OWA
828
Opal Wealth Advisors
New York
$1.21M +$141K +673 +13%
Vanguard Personalized Indexing Management
829
Vanguard Personalized Indexing Management
California
$1.2M -$580K -2,769 -33%
NCG
830
Newport Capital Group
New Jersey
$1.2M +$72.3K +345 +7%
ATC
831
Argent Trust Co
Tennessee
$1.2M +$428K +2,040 +57%
SAG
832
SageView Advisory Group
California
$1.19M -$17.6K -84 -1%
BSTWA
833
Blake Schutter Theil Wealth Advisors
Ohio
$1.18M
CD
834
Chapin Davis
Maryland
$1.18M +$419 +2 +0%
BFG
835
Beacon Financial Group
Texas
$1.18M +$111K +532 +11%
WPC
836
Wedmont Private Capital
Pennsylvania
$1.17M -$11.5K -55 -1%
LPAM
837
Lodestar Private Asset Management
California
$1.17M -$8.59K -41 -0.7%
BI
838
Breachway Investments
Rhode Island
$1.17M +$1.15M +5,500 New
EAN
839
Excelsior Advisor Network
Colorado
$1.16M +$1.15M +5,487 New
Chevy Chase Trust
840
Chevy Chase Trust
Maryland
$1.16M
CA
841
Continuum Advisory
Idaho
$1.15M +$230K +1,099 +25%
CAC
842
Certified Advisory Corp
Florida
$1.15M -$4.19K -20 -0.4%
SMA
843
Seven Mile Advisory
New Jersey
$1.14M -$655K -3,126 -37%
PAMG
844
Patton Albertson Miller Group
Tennessee
$1.14M -$210 -1 -0%
TW
845
Towerpoint Wealth
California
$1.14M +$1.68K +8 +0.1%
QCG
846
Quadrant Capital Group
Ohio
$1.13M
PCIG
847
Partners Capital Investment Group
Massachusetts
$1.13M +$203K +971 +22%
SAM
848
Silvercrest Asset Management
New York
$1.13M
MFF
849
Michels Family Financial
Texas
$1.13M -$2.1K -10 -0.2%
MWA
850
Monograph Wealth Advisors
California
$1.13M