We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1176
Axim Planning & Wealth
Ohio
$322K -$10.4K -56 -3%
OAS
1177
Optivise Advisory Services
Tennessee
$322K +$1.3K +7 +0.4%
FTWA
1178
Fifth Third Wealth Advisors
Ohio
$322K -$12.3K -66 -4%
NP
1179
NorthRock Partners
Minnesota
$321K -$238K -1,280 -44%
BWM
1180
Brown Wealth Management
Illinois
$320K +$559 +3 +0.2%
CAM
1181
Campion Asset Management
Virginia
$320K -$9.31K -50 -3%
NAS
1182
NWF Advisory Services
California
$318K +$303K +1,629 New
HA
1183
Huntleigh Advisors
Missouri
$316K +$373 +2 +0.1%
FF
1184
Friday Financial
Iowa
$313K – – –
FWCM
1185
Ferguson Wellman Capital Management
Oregon
$312K -$4.84K -26 -2%
FB
1186
Fulton Bank
Pennsylvania
$312K +$12.3K +66 +4%
Boston Partners
1187
Boston Partners
Massachusetts
$309K +$294K +1,580 New
TFO
1188
Timonier Family Office
North Carolina
$307K – – –
LFG
1189
Lockerman Financial Group
California
$306K +$71.9K +386 +33%
FOR
1190
Family Office Research
Maryland
$306K -$5.4K -29 -2%
RIG
1191
RiverFront Investment Group
Virginia
$305K +$32.2K +173 +12%
BF
1192
Brooklyn FI
New York
$305K +$27.6K +148 +10%
CMP
1193
Courage Miller Partners
Virginia
$304K – – –
WJWM
1194
Williams Jones Wealth Management
New York
$304K – – –
SFWA
1195
Summit Financial Wealth Advisors
Louisiana
$301K -$2.9M -15,558 -91%
W
1196
Wealthquest
Ohio
$301K -$16.4K -88 -5%
FHA
1197
Flagship Harbor Advisors
Massachusetts
$300K +$43.4K +233 +18%
BWP
1198
Baldwin Wealth Partners
Massachusetts
$300K – – –
VCM
1199
Vivaldi Capital Management
Illinois
$300K +$745 +4 +0.3%
JFGIW
1200
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$299K -$15.5K -83 -5%