We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NG
851
Norden Group
Utah
$704K +$678K +3,568 New
GWA
852
Geometric Wealth Advisors
District of Columbia
$703K – – –
APC
853
Aspire Private Capital
North Carolina
$702K +$126K +665 +23%
FPW
854
Flagship Private Wealth
Massachusetts
$702K +$15.8K +83 +2%
AHC
855
Anderson Hoagland & Co
Missouri
$701K – – –
AWA
856
ARQ Wealth Advisors
Arizona
$694K -$1.52K -8 -0.2%
CCG
857
Catalina Capital Group
California
$692K -$71K -374 -10%
PCM
858
Parsons Capital Management
Rhode Island
$689K -$36.1K -190 -5%
SIS
859
Sound Income Strategies
Florida
$687K -$3.02M -15,912 -82%
Empower Advisory Group
860
Empower Advisory Group
Colorado
$683K +$51.9K +273 +9%
GCM
861
Gallacher Capital Management
Colorado
$680K – – –
ICMM
862
Integrated Capital Management (Michigan)
Michigan
$680K +$655K +3,450 New
FWM
863
Foguth Wealth Management
Michigan
$676K -$85.7K -451 -12%
DC
864
Davenport & Co
Virginia
$673K +$46.2K +243 +8%
LW
865
Linscomb Wealth
Texas
$672K – – –
KLI
866
Kelman-Lazarov Inc
Tennessee
$671K – – –
JGIA
867
Jackson Grant Investment Advisers
Connecticut
$670K +$3.8K +20 +0.6%
EIA
868
Edgemoor Investment Advisors
Maryland
$669K +$10.1K +53 +2%
HIP
869
HUB Investment Partners
Texas
$665K – – –
FC
870
Forte Capital
New York
$664K +$640K +3,370 New
LA
871
Lynch & Associates
Indiana
$662K – – –
S
872
SignatureFD
Georgia
$653K -$98.2K -517 -14%
CWMGP
873
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$652K +$190 +1 +0%
CWM
874
C2C Wealth Management
Arizona
$647K – – –
AA
875
Axiom Advisory
California
$646K +$11.6K +61 +2%