We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
951
Central Pacific Bank - Trust Division
Hawaii
$838K +$387K +1,845 +88%
HSBC Holdings
952
HSBC Holdings
United Kingdom
$838K
CPA
953
Capital Planning Advisors
California
$833K
VC
954
Veracity Capital
Georgia
$828K +$22K +105 +3%
CFP
955
Catalyst Financial Partners
Massachusetts
$827K +$28.5K +136 +4%
EFG
956
Embree Financial Group
Illinois
$826K +$1.89K +9 +0.2%
CFG
957
Compass Financial Group
Ohio
$826K +$817K +3,896 New
WPW
958
Watershed Private Wealth
Illinois
$826K
DCM
959
Dimension Capital Management
Florida
$821K
TCBWMS
960
Texas Capital Bank Wealth Management Services
Texas
$820K +$59.5K +284 +8%
STA
961
Summit Trail Advisors
New York
$819K -$11.5K -55 -1%
OPWM
962
Oxinas Partners Wealth Management
Indiana
$818K -$867K -4,137 -52%
IIA
963
IPG Investment Advisors
California
$815K -$11.5K -55 -1%
TNB
964
Thomasville National Bank
Georgia
$811K -$68.1K -325 -8%
BF
965
Blankinship & Foster
California
$811K -$5.03K -24 -0.6%
WCP
966
Wick Capital Partners
Pennsylvania
$810K -$9.85K -47 -1%
JFG
967
JMG Financial Group
Illinois
$802K -$20.1K -96 -2%
LA
968
Latitude Advisors
Florida
$802K +$214K +1,019 +37%
NPFS
969
Novak & Powell Financial Services
Florida
$801K +$210 +1 +0%
AWM
970
Activest Wealth Management
Florida
$799K +$329K +1,569 +71%
LEA
971
Legacy Edge Advisors
New York
$791K +$183K +875 +31%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$790K -$126K -600 -14%
NB
973
NBT Bank
New York
$789K +$1.05K +5 +0.1%
AWMNH
974
Arcadia Wealth Management (New Hampshire)
New Hampshire
$789K +$112K +536 +17%
Boston Partners
975
Boston Partners
Massachusetts
$786K +$777K +3,707 New