We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1176
Bellwether Advisors
Nebraska
$228K +$228K +1,252 New
PA
1177
PSI Advisors
Florida
$228K – – –
FOFP
1178
Fee-Only Financial Planning
South Carolina
$226K -$13.3K -73 -6%
GCA
1179
Genesee Capital Advisors
New York
$226K – – –
SPWG
1180
Sage Private Wealth Group
Illinois
$225K -$411K -2,258 -65%
LSIA
1181
LaSalle St. Investment Advisors
Illinois
$223K -$59.4K -326 -21%
SWM
1182
SeaCrest Wealth Management
New York
$220K -$136K -748 -38%
PP
1183
Patten & Patten
Tennessee
$219K +$729 +4 +0.3%
IPAM
1184
Investment Partners Asset Management
New Jersey
$218K – – –
FG
1185
Fiduciary Group
Georgia
$218K – – –
HPC
1186
HM Payson & Co
Maine
$217K -$8.74K -48 -4%
PGA
1187
Portland Global Advisors
Maine
$216K – – –
LGWM
1188
Litman Gregory Wealth Management
California
$216K +$182 +1 +0.1%
BFEC
1189
Benjamin F. Edwards & Company
Missouri
$214K -$958K -5,259 -82%
TH
1190
TCTC Holdings
Texas
$214K – – –
BWP
1191
Balboa Wealth Partners
Arizona
$213K -$1.01M -5,528 -82%
FCMT
1192
Founders Capital Management (Texas)
Texas
$213K – – –
SGI
1193
Summit Global Investments
Utah
$212K +$212K +1,163 New
CP
1194
Covenant Partners
Tennessee
$212K – – –
LA
1195
Latitude Advisors
Florida
$211K +$212K +1,162 New
OPPS
1196
Obsidian Personal Planning Solutions
Maryland
$211K – – –
HI
1197
Human Investing
Oregon
$209K – – –
CDH
1198
Charles D. Hyman
$209K – – –
Lazard Asset Management
1199
Lazard Asset Management
New York
$209K – – –
WLPWM
1200
Walled Lake Planning & Wealth Management
Illinois
$208K +$209K +1,145 New