We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARA
1151
Alexander Randolph Advisory
Virginia
$252K +$24.4K +137 +11%
RBC
1152
Romano Brothers & Co
Illinois
$251K +$178 +1 +0.1%
Capstone Investment Advisors
1153
Capstone Investment Advisors
New York
$249K -$306K -1,719 -56%
CCWM
1154
Correct Capital Wealth Management
Missouri
$249K – – –
AP
1155
Appleton Partners
Massachusetts
$247K -$17.8K -100 -7%
FOFP
1156
Fee-Only Financial Planning
South Carolina
$246K – – –
XF
1157
XML Financial
Maryland
$244K +$178 +1 +0.1%
SPP
1158
Single Point Partners
Massachusetts
$243K – – –
VFPI
1159
Vantage Financial Partners (Illinois)
Illinois
$243K – – –
GSIAS
1160
Garden State Investment Advisory Services
New Jersey
$243K -$4.27K -24 -2%
GBT
1161
Grove Bank & Trust
Florida
$241K +$229K +1,290 New
GM
1162
GeoWealth Management
Illinois
$237K +$225K +1,268 New
PS
1163
Planned Solutions
California
$237K – – –
VCM
1164
Vivaldi Capital Management
Illinois
$236K -$26.8K -151 -11%
FB
1165
Fulton Bank
Pennsylvania
$235K – – –
CCA
1166
Cora Capital Advisors
New Jersey
$235K – – –
SFG
1167
Sage Financial Group
Pennsylvania
$234K +$533 +3 +0.2%
PA
1168
PSI Advisors
Florida
$234K -$8.89K -50 -4%
TCWM
1169
Total Clarity Wealth Management
Illinois
$233K +$221K +1,245 New
GCA
1170
Genesee Capital Advisors
New York
$232K – – –
LSA
1171
Lion Street Advisors
Texas
$232K – – –
HPC
1172
HM Payson & Co
Maine
$231K +$8.53K +48 +4%
MCCP
1173
Mission Creek Capital Partners
California
$229K +$355 +2 +0.2%
ML
1174
McAdam LLC
Pennsylvania
$227K – – –
TI
1175
Trexquant Investment
Connecticut
$226K +$215K +1,209 New