We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFM
101
Mirsky Financial Management
New York
$17.4M +$99.6K +740 +0.6%
MWM
102
Modera Wealth Management
New Jersey
$17.1M -$605K -4,491 -4%
TW
103
Transform Wealth
Colorado
$17M +$83.1K +617 +0.5%
BPCE
104
Bank Pictet & Cie (Europe)
Germany
$16.9M +$1.41M +10,470 +10%
PIA
105
Powell Investment Advisors
Florida
$16.8M +$550K +4,082 +4%
GIA
106
GHP Investment Advisors
Colorado
$16.7M +$13.2K +98 +0.1%
CG
107
Colony Group
Massachusetts
$16.6M -$621K -4,616 -4%
CCM
108
Condor Capital Management
New Jersey
$16.4M +$1.13M +8,360 +8%
V
109
Veritable
Delaware
$15.4M +$602K +4,470 +4%
CFA
110
Cahill Financial Advisors
Minnesota
$15.3M -$1.19M -8,842 -8%
VR
111
Viridian RIA
Washington
$15.3M -$10.2M -75,724 Closed
FMC
112
First Merchants Corp
Indiana
$15.2M -$136K -1,013 -0.9%
BBVA
113
Banco Bilbao Vizcaya Argentaria
Spain
$15.1M +$4.51M +33,498 +46%
DSA
114
Droms Strauss Advisors
Missouri
$15M +$132K +981 +0.9%
A
115
AdvicePeriod
California
$14.7M -$1.14M -8,464 -8%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$14.7M +$14M +103,794 New
Comerica Bank
117
Comerica Bank
Texas
$14.3M -$13.1K -97 -0.1%
F
118
F3Logic
Minnesota
$14.2M +$4.49M +33,335 +50%
PGFC
119
Peapack-Gladstone Financial Corp
New Jersey
$14.2M +$266K +1,974 +2%
CA
120
Cetera Advisors
Colorado
$13.9M +$7.75M +57,532 +141%
Natixis Advisors
121
Natixis Advisors
Massachusetts
$13.9M +$1.24M +9,235 +10%
KAS
122
Kestra Advisory Services
Texas
$13.8M -$2.35M -17,462 -15%
KL
123
KWMG LLC
Kansas
$13.7M -$1.91M -14,200 -13%
NCM
124
Narwhal Capital Management
Georgia
$13.5M -$593K -4,405 -4%
PAG
125
Private Advisor Group
New Jersey
$13.3M +$361K +2,682 +3%