We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
851
Ballentine Partners
Massachusetts
$330K – – –
TCA
852
Transcend Capital Advisors
New Jersey
$325K +$56K +364 +22%
VDI
853
Vaughan David Investments
Illinois
$325K -$1.54K -10 -0.5%
HCM
854
HMS Capital Management
Tennessee
$325K +$13.7K +89 +5%
IFA
855
Interactive Financial Advisors
Illinois
$324K -$76.5K -497 -20%
BMCM
856
Burns Matteson Capital Management
New York
$322K -$18.2K -118 -6%
GWM
857
Gray Wealth Management
Maine
$322K – – –
GIA
858
Goodwin Investment Advisory
Georgia
$322K -$5.38K -35 -2%
HNWA
859
Henrickson Nauta Wealth Advisors
Michigan
$322K – – –
PSIWM
860
Paradigm Strategies in Wealth Management
Minnesota
$319K – – –
MFA
861
Millington Financial Advisors
Illinois
$319K +$1.08K +7 +0.4%
IIC
862
Ironwood Investment Counsel
Arizona
$318K +$61.1K +397 +25%
AWA
863
Acorn Wealth Advisors
Michigan
$317K +$308 +2 +0.1%
CAG
864
Curtis Advisory Group
California
$317K – – –
CMP
865
Courage Miller Partners
Virginia
$316K -$154 -1 -0.1%
TSS
866
Two Sigma Securities
New York
$315K -$367K -2,388 -55%
PA
867
PFG Advisors
Arizona
$315K -$80.9K -526 -21%
MFG
868
Merit Financial Group
Georgia
$314K -$62.8K -408 -17%
Vanguard Group
869
Vanguard Group
Pennsylvania
$313K +$299K +1,944 New
MYIA
870
Mount Yale Investment Advisors
Colorado
$313K – – –
FNBOSM
871
First National Bank of South Miami
Florida
$313K -$13.7K -89 -4%
Neuberger Berman Group
872
Neuberger Berman Group
New York
$313K +$30.5K +198 +11%
PWP
873
Perfromance Wealth Partners
Illinois
$312K – – –
NRC
874
New Republic Capital
North Carolina
$311K – – –
AF
875
Affiance Financial
Minnesota
$309K – – –