We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
926
HM Payson & Co
Maine
$164K +$176K +1,191 New
TH
927
TCTC Holdings
Texas
$161K
Lazard Asset Management
928
Lazard Asset Management
New York
$158K
MIFH
929
Migdal Insurance & Financial Holdings
Israel
$157K
TCOV
930
Trust Company of Vermont
Vermont
$152K +$163K +1,103 New
FA
931
Faithward Advisors
Pennsylvania
$151K
LPIC
932
LeJeune Puetz Investment Counsel
Michigan
$147K
CA
933
Crewe Advisors
Utah
$146K +$58.2K +394 +59%
MCM
934
Manchester Capital Management
Vermont
$144K -$22.1K -150 -13%
CHA
935
Carmichael Hill & Associates
Maryland
$144K +$10.9K +74 +8%
BWL
936
Bogart Wealth LLC
Virginia
$141K
BA
937
Ballast Advisors
Minnesota
$139K
ZIG
938
Zullo Investment Group
Pennsylvania
$139K
MAWCM
939
Mine & Arao Wealth Creation & Management
California
$135K +$148 +1 +0.1%
SBL
940
Sargent Bickham Lagudis
Colorado
$134K
MFC
941
Mechanics Financial Corp
Ohio
$127K
GKIM
942
GW&K Investment Management
Massachusetts
$124K +$133K +901 New
GIA
943
Goodwin Investment Advisory
Georgia
$121K -$72.8K -493 -36%
PWM
944
Provident Wealth Management
Tennessee
$117K -$57.9K -392 -32%
PCG
945
Private Capital Group
Connecticut
$116K -$467K -3,162 -79%
MHR
946
Matthew Hamilton Rosenberg
$106K
RCM
947
Raleigh Capital Management
North Carolina
$104K +$443 +3 +0.4%
TCWM
948
Total Clarity Wealth Management
Illinois
$102K +$110K +742 New
NMG
949
New Millennium Group
Utah
$102K +$110K +744 New
RWM
950
Raffa Wealth Management
District of Columbia
$101K +$443 +3 +0.4%