We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTFG
1001
Capstone Triton Financial Group
Oklahoma
$390K – – –
CCA
1002
Conservest Capital Advisors
Pennsylvania
$389K – – –
TSWM
1003
Tyler-Stone Wealth Management
Ohio
$386K – – –
Deutsche Bank
1004
Deutsche Bank
Germany
$386K – – –
IA
1005
IFG Advisors
Missouri
$385K +$533 +3 +0.1%
MMM
1006
Mendel Money Management
Illinois
$384K – – –
Fisher Asset Management
1007
Fisher Asset Management
Washington
$381K +$106K +596 +41%
AFG
1008
Atomi Financial Group
New York
$380K +$362K +2,037 New
BW
1009
BIP Wealth
Georgia
$379K -$28.3K -159 -7%
EW
1010
Enzi Wealth
Texas
$376K +$2.13K +12 +0.6%
IFA
1011
Interactive Financial Advisors
Illinois
$375K -$2.77M -15,577 -89%
NAS
1012
Nicolet Advisory Services
Wisconsin
$374K – – –
BCP
1013
Blue Chip Partners
Michigan
$374K -$8.89K -50 -2%
Renaissance Technologies
1014
Renaissance Technologies
New York
$374K -$2.31M -12,978 -87%
GWM
1015
Gray Wealth Management
Maine
$374K – – –
SFG
1016
Sather Financial Group
Texas
$373K +$355K +1,998 New
IFWM
1017
Institute for Wealth Management
Colorado
$373K -$30.4K -171 -8%
IIC
1018
Ironwood Investment Counsel
Arizona
$373K +$9.06K +51 +3%
MFA
1019
Millington Financial Advisors
Illinois
$372K -$1.24K -7 -0.4%
LA
1020
Lifeworks Advisors
Michigan
$372K +$354K +1,991 New
FCH
1021
Freestone Capital Holdings
Washington
$372K -$4.09K -23 -1%
1WM
1022
1900 Wealth Management
Texas
$370K -$56.5K -318 -14%
BFM
1023
Boston Financial Management
Massachusetts
$368K – – –
CAG
1024
Curtis Advisory Group
California
$367K – – –
NAM
1025
NTV Asset Management
West Virginia
$366K -$91.5K -515 -21%