We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1076
Avion Wealth
Texas
$35K – – –
AA
1077
Addison Advisors
Vermont
$34.9K – – –
ME
1078
McIlrath & Eck
Washington
$34.6K – – –
WFA
1079
WestHill Financial Advisors
California
$34.1K – – –
RCM
1080
Rain Capital Management
Oregon
$34.1K – – –
FWM
1081
Focused Wealth Management
New York
$32.8K – – –
CTWM
1082
Cherry Tree Wealth Management
Minnesota
$32.6K – – –
IBOK
1083
Independence Bank of Kentucky
Kentucky
$32.6K – – –
BLC
1084
Brown, Lisle/Cummings
Rhode Island
$32.5K – – –
RFA
1085
Register Financial Advisors
Georgia
$32.2K – – –
NIC
1086
Northwest Investment Counselors
Oregon
$31.7K – – –
DSC
1087
Duncker Streett & Co
Missouri
$30.8K – – –
HWP
1088
Hibernia Wealth Partners
Louisiana
$30.7K +$32.2K +199 New
CFO
1089
Colony Family Offices
North Carolina
$27.1K – – –
FAM
1090
Flaharty Asset Management
Florida
$26.8K +$28.1K +174 New
OC
1091
Oakworth Capital
Alabama
$25.8K -$24.2K -150 -47%
PBK
1092
Peoples Bank (Kansas)
Kansas
$25.1K +$26.3K +163 New
Allspring Global Investments
1093
Allspring Global Investments
North Carolina
$24.6K +$22.6K +140 +700%
LWA
1094
Lowe Wealth Advisors
Maryland
$22.3K – – –
MPWT
1095
MassMutual Private Wealth & Trust
Connecticut
$20.5K +$21.5K +133 New
RW
1096
RVW Wealth
California
$20.5K +$21.5K +133 New
CTA
1097
Colonial Trust Advisors
South Carolina
$20.3K – – –
GWM
1098
Grand Wealth Management
Michigan
$20K +$21K +130 New
POIA
1099
Pin Oak Investment Advisors
Texas
$19K – – –
VCM
1100
Versant Capital Management
Arizona
$18.9K – – –