We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
1051
Westshore Wealth
California
$330K +$1.64K +9 +0.5%
WWM
1052
Waterway Wealth Management
Texas
$328K -$150K -822 -31%
STCOSD
1053
Sageworth Trust Company of South Dakota
South Dakota
$327K – – –
WIC
1054
Woodmont Investment Counsel
Tennessee
$325K – – –
RSA
1055
River Street Advisors
Illinois
$323K +$323K +1,775 New
NOI
1056
Newton One Investments
Delaware
$323K +$1.46K +8 +0.5%
PIFP
1057
Partners in Financial Planning
Virginia
$321K -$14.2K -78 -4%
MA
1058
MONECO Advisors
Connecticut
$320K – – –
GIA
1059
Guyasuta Investment Advisors
Pennsylvania
$320K – – –
CFS
1060
Coordinated Financial Services
Colorado
$319K +$1.09K +6 +0.3%
FI
1061
FWG Investments
Kentucky
$319K -$9.11K -50 -3%
MC
1062
Middleton & Co
Massachusetts
$319K +$18.2K +100 +6%
OLVIG
1063
Oliver Lagore Vanvalin Investment Group
Michigan
$317K -$17.3K -95 -5%
EWM
1064
Evermay Wealth Management
Virginia
$317K – – –
AGA
1065
Arkos Global Advisors
Texas
$315K – – –
PSIWM
1066
Paradigm Strategies in Wealth Management
Minnesota
$315K – – –
HB
1067
HTLF Bank
Colorado
$315K +$315K +1,728 New
Fisher Asset Management
1068
Fisher Asset Management
Washington
$313K -$57.6K -316 -16%
LC
1069
LCNB Corp
Ohio
$313K – – –
PMG
1070
ProVise Management Group
Florida
$313K – – –
CHA
1071
Carmichael Hill & Associates
Maryland
$312K – – –
FF
1072
Francis Financial
$311K – – –
GWM
1073
GDS Wealth Management
Texas
$311K -$10K -55 -3%
HCM
1074
HMS Capital Management
Tennessee
$309K -$364 -2 -0.1%
TWP
1075
Tempus Wealth Planning
California
$309K +$309K +1,698 New