We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGA
1176
Arkos Global Advisors
Texas
$341K
WA1
1177
Wimmer Associates 1
California
$341K
HA
1178
Huntleigh Advisors
Missouri
$341K +$6.23K +31 +2%
FWCM
1179
Ferguson Wellman Capital Management
Oregon
$340K +$9.44K +47 +3%
SFWA
1180
Summit Financial Wealth Advisors
Louisiana
$340K +$20.1K +100 +6%
CPSAC
1181
Chas P. Smith & Associates (CPS)
Florida
$340K -$126K -628 -28%
BWM
1182
Brown Wealth Management
Illinois
$338K
CAM
1183
Campion Asset Management
Virginia
$337K -$1K -5 -0.3%
NAS
1184
NWF Advisory Services
California
$336K -$603 -3 -0.2%
CGFA
1185
Colton Groome Financial Advisors
North Carolina
$335K -$14.1K -70 -4%
IFA
1186
Interactive Financial Advisors
Illinois
$334K -$27.1K -135 -8%
BCG
1187
Breakwater Capital Group
New Jersey
$332K -$9.24K -46 -3%
OAS
1188
Optivise Advisory Services
Tennessee
$331K -$8.84K -44 -3%
FF
1189
Friday Financial
Iowa
$330K
HFO
1190
Heritage Family Offices
Arizona
$329K +$25.1K +125 +9%
PSIWM
1191
Paradigm Strategies in Wealth Management
Minnesota
$326K -$20.1K -100 -6%
Massachusetts Financial Services
1192
Massachusetts Financial Services
Massachusetts
$326K -$234K -1,164 -42%
BHPW
1193
Beverly Hills Private Wealth
California
$326K -$68.9K -343 -18%
TFO
1194
Timonier Family Office
North Carolina
$325K
FOR
1195
Family Office Research
Maryland
$324K +$201 +1 +0.1%
RIG
1196
RiverFront Investment Group
Virginia
$322K
BF
1197
Brooklyn FI
New York
$322K
TWM
1198
Thrive Wealth Management
Pennsylvania
$320K +$32.3K +161 +12%
CMP
1199
Courage Miller Partners
Virginia
$319K -$1.41K -7 -0.5%
PCM
1200
Permanent Capital Management
Illinois
$318K +$310K +1,541 New