We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1176
Angeles Wealth Management
California
$433K +$428K +2,041 New
AGWCA
1177
Annis Gardner Whiting Capital Advisors
Florida
$431K – – –
KA
1178
Klingman & Associates
New York
$431K – – –
EWM
1179
Evolution Wealth Management
Florida
$431K +$147K +701 +53%
SWM
1180
Shakespeare Wealth Management
Wisconsin
$428K – – –
SWP
1181
Sagespring Wealth Partners
Tennessee
$428K +$423K +2,018 New
FAM
1182
Frontier Asset Management
Wyoming
$428K -$123K -588 -23%
BIG
1183
Brooklyn Investment Group
New York
$425K +$417K +1,989 New
KIA
1184
KCM Investment Advisors
California
$424K – – –
FWM
1185
Foguth Wealth Management
Michigan
$422K +$416K +1,984 New
GIA
1186
Guyasuta Investment Advisors
Pennsylvania
$421K – – –
TCM
1187
Triumph Capital Management
Colorado
$421K -$28.1K -134 -6%
AFA
1188
AA Financial Advisors
Ohio
$420K +$415K +1,980 New
LFG
1189
Larson Financial Group
Missouri
$420K -$187K -893 -31%
BO
1190
Bank OZK
Arkansas
$419K -$18.4K -88 -4%
LCA
1191
Legend Capital Advisors
New York
$418K +$413K +1,972 New
XF
1192
XML Financial
Maryland
$418K +$168K +800 +68%
SFA
1193
Salus Financial Advisors
Colorado
$417K – – –
CAG
1194
Curtis Advisory Group
California
$417K – – –
SW
1195
SMART Wealth
Nebraska
$416K +$144K +689 +54%
BBA
1196
BLB&B Advisors
Pennsylvania
$416K +$411K +1,961 New
V
1197
VeraBank
Texas
$415K – – –
MI
1198
Moneywise Inc
Virginia
$415K +$44.6K +213 +12%
Charles Schwab
1199
Charles Schwab
California
$414K -$10.3K -49 -2%
PWP
1200
Perfromance Wealth Partners
Illinois
$414K +$1.89K +9 +0.5%