We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPP
951
Life Planning Partners
Florida
$100K
RIM
952
Rockbridge Investment Management
New York
$96.4K +$1.48K +10 +1%
CSB
953
City State Bank
Iowa
$93K
LB
954
Legacy Bridge
Iowa
$89K
MWM
955
Mascoma Wealth Management
New Hampshire
$88K
TF
956
Tompkins Financial
New York
$85K
CAAS
957
Capital Asset Advisory Services
Michigan
$84K
BWM
958
BerganKDV Wealth Management
Minnesota
$83K
WAM
959
Worth Asset Management
Texas
$82K
KTC
960
Kistler-Tiffany Companies
Pennsylvania
$78K
EW
961
Element Wealth
Mississippi
$77K
BBPWM
962
Blue Bell Private Wealth Management
Pennsylvania
$76K
ACA
963
Aptus Capital Advisors
Alabama
$75K +$46.6K +316 +136%
KC
964
Knuff & Co
California
$73K
EWM
965
Evermay Wealth Management
Virginia
$71K
CWA
966
Clearview Wealth Advisors
Oregon
$70K
PMFA
967
Plante Moran Financial Advisors
Michigan
$69K
Allspring Global Investments
968
Allspring Global Investments
North Carolina
$66K +$71.9K +487 New
FP
969
Financial Perspectives
Minnesota
$62.6K +$295 +2 +0.4%
OIA
970
Optimum Investment Advisors
Illinois
$62K
WB
971
Webster Bank
Connecticut
$60K -$260K -1,760 -80%
AWM
972
Accel Wealth Management
Iowa
$59K +$148 +1 +0.2%
RA
973
Rise Advisors
New York
$59K +$27.7K +188 +78%
AA
974
Addison Advisors
Vermont
$57K
AWM
975
Activest Wealth Management
Florida
$57K +$15.1K +102 +33%