We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
926
Jackson Grant Investment Advisers
Connecticut
$652K +$3.57K +18 +0.5%
KLI
927
Kelman-Lazarov Inc
Tennessee
$650K
AT
928
American Trust
Kentucky
$650K +$675K +3,404 New
LW
929
Linscomb Wealth
Texas
$648K -$2.78K -14 -0.4%
EIA
930
Edgemoor Investment Advisors
Maryland
$648K
PW
931
Potentia Wealth
California
$646K +$671K +3,384 New
WEG
932
World Equity Group
Illinois
$646K +$272K +1,372 +68%
APC
933
Aspire Private Capital
North Carolina
$646K -$35.7K -180 -5%
FC
934
Forte Capital
New York
$643K
LA
935
Lynch & Associates
Indiana
$638K -$2.78K -14 -0.4%
Millennium Management
936
Millennium Management
New York
$636K +$333K +1,678 +101%
MC
937
Moors & Cabot
Massachusetts
$635K +$58.5K +295 +10%
CWM
938
C2C Wealth Management
Arizona
$635K
CWMGP
939
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$631K
EWA
940
EverSource Wealth Advisors
Alabama
$631K +$20.6K +104 +3%
FPGK
941
Financial Partners Group (Kansas)
Kansas
$625K +$6.74K +34 +1%
FFA
942
Florida Financial Advisors
Florida
$625K +$649K +3,274 New
PFG
943
Pinnacle Financial Group
Illinois
$622K +$198 +1 +0%
S
944
SignatureFD
Georgia
$622K -$10.7K -54 -2%
NW
945
NewEdge Wealth
Pennsylvania
$621K +$52K +262 +9%
JSL
946
JT Stratford LLC
Georgia
$617K -$385K -1,941 -38%
SDAM
947
Shulman DeMeo Asset Management
New York
$616K +$3.37K +17 +0.5%
AFW
948
Avantra Family Wealth
Pennsylvania
$616K +$640K +3,227 New
RWM
949
Riverbend Wealth Management
South Carolina
$610K +$634K +3,198 New
DI
950
Disciplined Investments
Oklahoma
$609K +$8.73K +44 +1%