We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
976
FLP Wealth Management
Arkansas
$762K +$120K +556 +18%
SEM
977
Strategic Equity Management
Arizona
$762K +$94.4K +436 +14%
GWA
978
Geometric Wealth Advisors
District of Columbia
$757K +$4.76K +22 +0.6%
CPIA
979
Cornell Pochily Investment Advisors
New York
$756K +$121K +560 +19%
Kovitz Investment Group Partners
980
Kovitz Investment Group Partners
Illinois
$755K +$42.7K +197 +6%
QP
981
Quartz Partners
New York
$755K +$232K +1,070 +43%
AHC
982
Anderson Hoagland & Co
Missouri
$753K
VC
983
Veracity Capital
Georgia
$750K -$76.7K -354 -9%
AUB
984
Atlantic Union Bankshares
Virginia
$748K -$11.3K -52 -1%
VA
985
Vident Advisory
Georgia
$748K +$278K +1,286 +57%
C1AG
986
Client 1st Advisory Group
Florida
$747K +$465K +2,148 +154%
IP
987
Indivisible Partners
Florida
$747K
EWA
988
Exit Wealth Advisors
Georgia
$747K +$291K +1,343 +61%
QCM
989
QRG Capital Management
Illinois
$746K -$166K -768 -18%
NPFS
990
Novak & Powell Financial Services
Florida
$746K -$53.5K -247 -7%
AT
991
American Trust
Kentucky
$741K +$27.9K +129 +4%
MC
992
Middleton & Co
Massachusetts
$739K +$21.7K +100 +3%
PA
993
Perennial Advisors
New York
$736K +$543K +2,506 +256%
RWM
994
Riverbend Wealth Management
South Carolina
$732K +$9.09K +42 +1%
CNB
995
Camden National Bank
Maine
$732K -$21.4K -99 -3%
MFA
996
Millington Financial Advisors
Illinois
$732K +$650 +3 +0.1%
KWM
997
KRM Wealth Management
Nevada
$728K -$6.93K -32 -0.9%
VWA
998
VERITY Wealth Advisors
United States
$728K -$866 -4 -0.1%
JGIA
999
Jackson Grant Investment Advisers
Connecticut
$727K +$2.81K +13 +0.4%
TW
1000
Tempo Wealth
Ohio
$727K +$74.3K +343 +11%