We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
951
Optimum Investment Advisors
Illinois
$70K
MHR
952
Matthew Hamilton Rosenberg
$67K
TCM
953
Tradewinds Capital Management
Washington
$66K
AWM
954
Accel Wealth Management
Iowa
$66K +$32.1K +211 +100%
EC
955
Estate Counselors
Wisconsin
$63K -$379K -2,495 -86%
BWM
956
Baystate Wealth Management
Massachusetts
$62K +$59.8K +393 New
CA
957
Cornerstone Advisory
Maryland
$62K +$60.4K +397 New
IIL
958
Insight Inv LLC
California
$59K +$57.2K +376 New
CBT
959
CoreFirst Bank & Trust
Kansas
$56K
TLFA
960
True Link Financial Advisors
California
$55K
CPFP
961
Clear Perspectives Financial Planning
Ohio
$53K
WT
962
Washington Trust
Rhode Island
$52K
PO
963
Private Ocean
California
$52K +$35.3K +232 +232%
POIA
964
Pin Oak Investment Advisors
Texas
$48K
CT
965
Cambridge Trust
Massachusetts
$47K +$45.6K +300 New
RP
966
Rice Partnership
Hawaii
$46K
WB
967
Webster Bank
Connecticut
$46K +$29.5K +194 +194%
CFCI
968
Comprehensive Financial Consultants Institutional
Indiana
$46K +$46.4K +305 New
CT
969
Caldwell Trust
Florida
$45.4K
JFA
970
JNBA Financial Advisors
Minnesota
$45K
RFA
971
Reilly Financial Advisors
California
$45K
TWA
972
TCI Wealth Advisors
Arizona
$45K
AP
973
Atwood & Palmer
Missouri
$42K
LC
974
Lindbrook Capital
California
$42K +$41.2K +271 New
OHWP
975
Oak Harbor Wealth Partners
North Carolina
$42K +$41.2K +271 New