We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1201
Parthenon LLC
Kentucky
$257K -$22.2K -117 -8%
FHA
1202
Flagship Harbor Advisors
Massachusetts
$257K -$3.04K -16 -1%
CCA
1203
Cottonwood Capital Advisors
Utah
$257K -$65.2K -343 -21%
GBT
1204
Grove Bank & Trust
Florida
$254K – – –
VCM
1205
Vivaldi Capital Management
Illinois
$254K +$760 +4 +0.3%
AP
1206
Appleton Partners
Massachusetts
$253K -$7.6K -40 -3%
FCA
1207
FinTrust Capital Advisors
South Carolina
$253K -$27.5K -145 -10%
RIA
1208
Realta Investment Advisors
Delaware
$252K -$237K -1,249 -50%
HI
1209
Human Investing
Oregon
$252K +$24.7K +130 +11%
AWM
1210
Accurate Wealth Management
Florida
$252K +$240K +1,266 New
AWA
1211
Acorn Wealth Advisors
Michigan
$250K -$9.5K -50 -4%
PS
1212
Planned Solutions
California
$250K – – –
SFG
1213
Sage Financial Group
Pennsylvania
$248K +$760 +4 +0.3%
SFPM
1214
Sensible Financial Planning & Management
Massachusetts
$247K +$238K +1,251 New
PA
1215
PSI Advisors
Florida
$247K – – –
IAN
1216
Integrated Advisors Network
Texas
$245K +$236K +1,244 New
GCA
1217
Genesee Capital Advisors
New York
$244K – – –
SPWG
1218
Sage Private Wealth Group
Illinois
$244K – – –
PCG
1219
Prosperity Consulting Group
Maryland
$244K +$235K +1,235 New
BEI
1220
Benjamin Edwards Inc
Missouri
$243K +$234K +1,233 New
BMWM
1221
Brown Miller Wealth Management
Virginia
$243K -$206K -1,083 -47%
LSIA
1222
LaSalle St. Investment Advisors
Illinois
$242K +$1.14K +6 +0.5%
CCA
1223
Cora Capital Advisors
New Jersey
$242K -$5.7K -30 -2%
Luther King Capital Management (LKCM)
1224
Luther King Capital Management (LKCM)
Texas
$242K – – –
CASB
1225
Cape Ann Savings Bank
Massachusetts
$242K +$233K +1,226 New