We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1351
Wiser Advisor Group
Arizona
$191K +$774 +4 +0.4%
RPCA
1352
Running Point Capital Advisors
California
$190K +$193K +996 New
EWP
1353
Elevation Wealth Partners
California
$189K +$581 +3 +0.3%
BLC
1354
Brown, Lisle/Cummings
Rhode Island
$174K – – –
DZ Bank
1355
DZ Bank
Germany
$173K – – –
BCMLT
1356
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$581 +3 +0.3%
LFA
1357
LGT Financial Advisors
Texas
$167K +$53.6K +277 +46%
CTC
1358
Cetera Trust Company
Minnesota
$163K +$166K +856 New
PWM
1359
Provident Wealth Management
Tennessee
$162K – – –
BCCM
1360
Black Cypress Capital Management
Florida
$161K -$50.1K -259 -23%
TF
1361
Tompkins Financial
New York
$153K – – –
GWSG
1362
GPS Wealth Strategies Group
Colorado
$150K +$9.87K +51 +7%
RWM
1363
Raffa Wealth Management
District of Columbia
$147K +$581 +3 +0.4%
CP
1364
Covenant Partners
Tennessee
$147K – – –
DF
1365
Dunhill Financial
United Kingdom
$146K – – –
BFO
1366
Biltmore Family Office
North Carolina
$144K – – –
AWM
1367
Activest Wealth Management
Florida
$141K – – –
DWM
1368
Darwin Wealth Management
Florida
$140K – – –
LB
1369
Legacy Bridge
Iowa
$139K – – –
CWP
1370
Clark Wealth Partners
Illinois
$136K +$139K +716 New
MEG
1371
Millstone Evans Group
Colorado
$136K +$138K +715 New
CT
1372
Colonial Trust
South Carolina
$130K – – –
CA
1373
Crewe Advisors
Utah
$130K – – –
CSB
1374
City State Bank
Iowa
$129K – – –
WPA
1375
Wealth Preservation Advisors
Tennessee
$128K +$130K +672 New