We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1001
Frontier Asset Management
Wyoming
$507K -$1.3K -7 -0.3%
GCA
1002
Gradient Capital Advisors
California
$506K – – –
ETC
1003
Exchange Traded Concepts
Oklahoma
$506K +$482K +2,589 New
SYBT
1004
Stock Yards Bank & Trust
Kentucky
$505K – – –
PW
1005
Potentia Wealth
California
$505K -$149K -799 -24%
IAA
1006
Independent Advisor Alliance
North Carolina
$504K +$480K +2,579 New
CWS
1007
Confluence Wealth Services
Pennsylvania
$502K +$2.98K +16 +0.6%
PW
1008
PUREfi Wealth
Massachusetts
$499K +$219K +1,175 +85%
IRAG
1009
Investment Research & Advisory Group
Georgia
$499K +$1.86K +10 +0.4%
EW
1010
Element Wealth
Mississippi
$499K +$45.8K +246 +11%
SSW
1011
Stone Summit Wealth
Florida
$499K -$931 -5 -0.2%
GWM
1012
GDS Wealth Management
Texas
$496K +$36.5K +196 +8%
Neuberger Berman Group
1013
Neuberger Berman Group
New York
$495K +$19.7K +106 +4%
LA
1014
Latitude Advisors
Florida
$495K -$45.1K -242 -9%
BZWA
1015
Blue Zone Wealth Advisors
California
$495K +$20.5K +110 +5%
HNWAG
1016
High Net Worth Advisory Group
Florida
$489K – – –
CIA
1017
Capital Investment Advisors
Georgia
$486K +$76.6K +411 +20%
4WM
1018
4J Wealth Management
Virginia
$481K – – –
SHF
1019
Stage Harbor Financial
Massachusetts
$481K -$157K -842 -25%
SW
1020
SkyOak Wealth
Michigan
$481K – – –
LJAC
1021
L.J. Altfest & Co
New York
$479K +$931 +5 +0.2%
EPA
1022
Element Pointe Advisors
Florida
$477K – – –
CIC
1023
Carnegie Investment Counsel
Ohio
$476K +$7.82K +42 +2%
RDFA
1024
Ritter Daniher Financial Advisory
Ohio
$474K – – –
BB
1025
Busey Bank
Illinois
$472K -$1.68K -9 -0.4%