We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1101
Colorado Capital Management
Colorado
$407K – – –
MCC
1102
Maiden Cove Capital
Maine
$405K -$17.1K -86 -4%
NAS
1103
Nicolet Advisory Services
Wisconsin
$405K -$18.8K -95 -4%
TSS
1104
Two Sigma Securities
New York
$404K -$612K -3,085 -59%
LAS
1105
Lloyd Advisory Services
Georgia
$404K +$2.98K +15 +0.7%
PWA
1106
Peterson Wealth Advisors
Utah
$404K +$992 +5 +0.2%
HTC
1107
Haverford Trust Company
Pennsylvania
$402K – – –
SIC
1108
Samalin Investment Counsel
New York
$402K -$10.1K -51 -2%
CCA
1109
Conservest Capital Advisors
Pennsylvania
$397K – – –
PWP
1110
Perfromance Wealth Partners
Illinois
$397K +$28.6K +144 +7%
HIIFS
1111
Harel Insurance Investments & Financial Services
Israel
$396K -$59.5K -300 -13%
FB
1112
Fulton Bank
Pennsylvania
$395K +$193K +971 +88%
CP
1113
Clarendon Private
Massachusetts
$394K +$409K +2,062 New
GWM
1114
GDS Wealth Management
Texas
$393K +$58.5K +295 +17%
ACP
1115
Aveo Capital Partners
Colorado
$392K +$14.9K +75 +4%
EW
1116
Enzi Wealth
Texas
$392K -$16.5K -83 -4%
MFA
1117
Millington Financial Advisors
Illinois
$391K +$793 +4 +0.2%
DT
1118
Diversified Trust
Tennessee
$390K -$25.8K -130 -6%
AGWCA
1119
Annis Gardner Whiting Capital Advisors
Florida
$388K – – –
GWM
1120
Gray Wealth Management
Maine
$388K +$6.74K +34 +2%
BONH
1121
Bank of New Hampshire
New Hampshire
$387K – – –
FEM
1122
Fulcrum Equity Management
Texas
$385K -$992 -5 -0.2%
SWM
1123
Shakespeare Wealth Management
Wisconsin
$385K – – –
Deutsche Bank
1124
Deutsche Bank
Germany
$385K -$9.92K -50 -2%
RW
1125
Ridgeline Wealth
Arizona
$382K +$397K +2,003 New