We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
976
Mitchell McLeod Pugh & Williams
Alabama
$303K -$20.4K -127 -7%
PSIWM
977
Paradigm Strategies in Wealth Management
Minnesota
$301K -$40.5K -252 -13%
LC
978
LCNB Corp
Ohio
$299K
PI
979
Putnam Investments
Massachusetts
$299K +$276K +1,719 New
BSB
980
Bangor Savings Bank
Maine
$299K
FF
981
Francis Financial
$297K -$57.2K -356 -17%
CJ
982
Caitlin John
Michigan
$295K +$273K +1,699 New
RP
983
Riverwater Partners
Wisconsin
$295K -$62.5K -389 -19%
MCM
984
Manchester Capital Management
Vermont
$294K
EWM
985
Evermay Wealth Management
Virginia
$294K +$51.1K +318 +23%
PWMAG
986
Pinnacle Wealth Management Advisory Group
New Jersey
$290K
GWM
987
Greenhouse Wealth Management
Connecticut
$289K
AUB
988
Atlantic Union Bankshares
Virginia
$287K
CCA
989
Cottonwood Capital Advisors
Utah
$287K
W
990
Wealthquest
Ohio
$287K
WA1
991
Wimmer Associates 1
California
$287K
GLR
992
Great Lakes Retirement
Ohio
$285K
MLL
993
Moody Lynn & Lieberson
Massachusetts
$284K
CHC
994
City Holding Co
West Virginia
$284K +$3.21K +20 +1%
WJWM
995
Williams Jones Wealth Management
New York
$279K
AGC
996
Aspen Grove Capital
Colorado
$278K
WAG
997
Winthrop Advisory Group
Massachusetts
$277K -$6.75K -42 -3%
BWM
998
Brown Wealth Management
Illinois
$276K +$1.93K +12 +0.8%
CAS
999
Coppell Advisory Solutions
Texas
$276K +$255K +1,588 New
FHA
1000
Flagship Harbor Advisors
Massachusetts
$275K +$26.5K +165 +12%