We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWMM
101
Foundation Wealth Management (Missouri)
Missouri
$38.5M +$141K +652 +0.4%
SHIM
102
Stone House Investment Management
Pennsylvania
$37.4M -$4.72M -21,814 -11%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$36.8M +$4.65M +21,464 +14%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$36.8M +$17.9M +82,470 +84%
EWA
105
Encompass Wealth Advisors
Oregon
$36.3M -$146K -676 -0.4%
FLA
106
Financial Life Advisors
Texas
$35.3M +$167K +771 +0.5%
SW
107
SteelPeak Wealth
California
$35M -$8.48M -39,153 -19%
BPA
108
Beacon Pointe Advisors
California
$34.8M +$4.05M +18,714 +13%
HGWM
109
Horst & Graben Wealth Management
Oregon
$34.1M +$1.09M +5,057 +3%
IA
110
Integrity Alliance
Iowa
$34M +$1.94M +8,967 +6%
MCWS
111
McKinley Carter Wealth Services
West Virginia
$33.8M +$8.09M +37,359 +30%
FFA
112
Farther Finance Advisors
California
$33.4M -$4.13M -19,094 -11%
PIA
113
Powell Investment Advisors
Florida
$33.4M +$523K +2,414 +2%
PCA
114
Prosperity Capital Advisors
Ohio
$33M -$14.6M -67,627 -30%
GT
115
Greenleaf Trust
Michigan
$32.9M -$1.11M -5,141 -3%
NP
116
NorthRock Partners
Minnesota
$32.9M -$1.65M -7,618 -5%
BCI
117
Brinker Capital Investments
Pennsylvania
$32.9M -$6.22M -28,716 -16%
EL
118
EWA LLC
Pennsylvania
$32.9M -$2.16M -9,994 -6%
IA
119
IFP Advisors
Florida
$32.3M +$13.8M +63,824 +72%
BMM
120
Berkshire Money Management
Massachusetts
$31.9M -$315K -1,456 -1%
SWP
121
Stratos Wealth Partners
Ohio
$31.7M -$366K -1,692 -1%
CCM
122
Condor Capital Management
New Jersey
$31.6M +$77.5K +358 +0.2%
WA
123
Wealth Alliance
New York
$31.5M -$3.53M -16,304 -10%
PFA
124
Pettinga Financial Advisors
Indiana
$31.4M -$2.47M -11,412 -7%
PFG
125
PAX Financial Group
Texas
$30.6M +$1M +4,640 +3%