We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HC
851
Hara Capital
Washington
$448K +$414K +2,575 New
SSW
852
Stone Summit Wealth
Florida
$445K +$8.04K +50 +2%
IRAG
853
Investment Research & Advisory Group
Georgia
$443K
Vanguard Personalized Indexing Management
854
Vanguard Personalized Indexing Management
California
$442K +$408K +2,539 New
4WM
855
4J Wealth Management
Virginia
$441K -$35.5K -221 -8%
EI
856
Ellevest Inc
New York
$440K -$161 -1 -0%
SVCP
857
Silicon Valley Capital Partners
California
$438K +$4.02K +25 +1%
CIAS
858
Capital Investment Advisory Services
North Carolina
$435K -$1.93K -12 -0.5%
HNWAG
859
High Net Worth Advisory Group
Florida
$435K
LWM
860
Liberty Wealth Management
California
$431K -$3.21K -20 -0.8%
NAM
861
NTV Asset Management
West Virginia
$430K
CPSAC
862
Chas P. Smith & Associates (CPS)
Florida
$430K
GCIM
863
Gunn & Company Investment Management
Florida
$430K +$397K +2,473 New
RIA
864
Realta Investment Advisors
Delaware
$429K -$553K -3,438 -58%
APW
865
Aurora Private Wealth
New Jersey
$427K -$38.3K -238 -9%
EPA
866
Element Pointe Advisors
Florida
$424K
DC
867
Davenport & Co
Virginia
$424K -$67K -417 -15%
KWM
868
Kingsview Wealth Management
Oregon
$423K -$196K -1,222 -33%
HTC
869
Haverford Trust Company
Pennsylvania
$419K
OIS
870
Okabena Investment Services
Minnesota
$417K +$386K +2,400 New
RMCM
871
Reynders McVeigh Capital Management
Massachusetts
$416K
EP
872
Edgestream Partners
New Jersey
$416K +$384K +2,390 New
BZWA
873
Blue Zone Wealth Advisors
California
$415K +$2.25K +14 +0.6%
FFS
874
Founders Financial Securities
Maryland
$412K +$14.5K +90 +4%
RCG
875
Regatta Capital Group
California
$412K +$2.89K +18 +0.8%