We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$31.1M +$895K +4,510 +3%
GSWM
102
Greenup Street Wealth Management
Michigan
$30.4M +$10.4M +52,686 +50%
FLA
103
Financial Life Advisors
Texas
$30.1M +$314K +1,583 +1%
EWA
104
Encompass Wealth Advisors
Oregon
$29.8M +$1.17M +5,915 +4%
GT
105
Greenleaf Trust
Michigan
$29.2M +$109K +549 +0.4%
CFA
106
Cahill Financial Advisors
Minnesota
$29.1M +$664K +3,349 +2%
CCM
107
Condor Capital Management
New Jersey
$28.4M +$11.1K +56 +0%
APW
108
Austin Private Wealth
Texas
$28.2M +$2.07M +10,453 +8%
PSCM
109
Per Stirling Capital Management
Texas
$28.1M -$8.91M -44,899 -23%
BBVA
110
Banco Bilbao Vizcaya Argentaria
Spain
$28M -$2.47M -12,457 -8%
TW
111
Transform Wealth
Colorado
$27.9M +$616K +3,108 +2%
MAM
112
MMA Asset Management
Pennsylvania
$27.6M -$16.6M -83,623 -37%
PS
113
Principal Securities
Iowa
$27.4M +$3.26M +16,448 +13%
PIA
114
Powell Investment Advisors
Florida
$27.3M +$48.8K +246 +0.2%
KIM
115
Kestra Investment Management
Texas
$27.1M +$3.88M +19,551 +16%
Creative Planning
116
Creative Planning
Kansas
$25.9M +$4.12M +20,748 +18%
TWC
117
TD Waterhouse Canada
Ontario, Canada
$25.7M +$335K +1,688 +1%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$25.4M +$180K +907 +0.7%
JWA
119
JFS Wealth Advisors
Pennsylvania
$25.3M -$108K -543 -0.4%
FHB
120
First Hawaiian Bank
Hawaii
$24.9M -$2.69M -13,560 -9%
BF
121
BOK Financial
Oklahoma
$24.5M +$2.12M +10,711 +9%
SWP
122
Stratos Wealth Partners
Ohio
$24.4M +$1.84M +9,265 +8%
AI
123
Atria Investments
North Carolina
$23.9M +$3.41M +17,192 +16%
DSA
124
Droms Strauss Advisors
Missouri
$23.8M +$210K +1,057 +0.9%
Citigroup
125
Citigroup
New York
$22.8M +$266K +1,342 +1%