We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
976
CVA Family Office
Colorado
$824K
IAS
977
Insigneo Advisory Services
Florida
$819K -$152K -682 -16%
HWM
978
Hohimer Wealth Management
Washington
$819K -$458K -2,050 -36%
EWS
979
Evergreen Wealth Solutions
Pennsylvania
$818K +$342K +1,533 +81%
AT
980
American Trust
Kentucky
$816K +$18.3K +82 +2%
GWA
981
Geometric Wealth Advisors
District of Columbia
$814K
KPWG
982
KFA Private Wealth Group
Virginia
$814K +$801K +3,584 New
SEM
983
Strategic Equity Management
Arizona
$810K -$9.16K -41 -1%
AHC
984
Anderson Hoagland & Co
Missouri
$809K
LFG
985
Lockerman Financial Group
California
$808K -$11.8K -53 -1%
Kovitz Investment Group Partners
986
Kovitz Investment Group Partners
Illinois
$806K -$5.81K -26 -0.7%
AWMI
987
Aegis Wealth Management (Iowa)
Iowa
$806K -$73K -327 -8%
DFC
988
DBK Financial Counsel
Ohio
$806K -$582K -2,604 -42%
EBA
989
Eagle Bay Advisors
New York
$805K +$792K +3,545 New
OCWP
990
Owl Creek Wealth Partners
Colorado
$805K -$59.9K -268 -7%
EWA
991
Exit Wealth Advisors
Georgia
$794K -$8.94K -40 -1%
FTWA
992
Fifth Third Wealth Advisors
Ohio
$787K +$390K +1,745 +101%
KWM
993
KRM Wealth Management
Nevada
$786K +$3.13K +14 +0.4%
JGIA
994
Jackson Grant Investment Advisers
Connecticut
$785K +$2.9K +13 +0.4%
GIM
995
Goelzer Investment Management
Indiana
$784K +$90.5K +405 +13%
VWA
996
VERITY Wealth Advisors
United States
$783K
NG
997
Norden Group
Utah
$780K
KLI
998
Kelman-Lazarov Inc
Tennessee
$776K
PGF
999
Plan Group Financial
Oklahoma
$776K -$1.56K -7 -0.2%
FEM
1000
Fulcrum Equity Management
Texas
$775K -$147K -660 -16%