We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1426
Synergy Investment Management
Florida
$245K +$251K +1,161 New
OC
1427
Oarsman Capital
Wisconsin
$245K -$160K -739 -39%
BWA
1428
Bestgate Wealth Advisors
Maryland
$245K
TFP
1429
TrueWealth Financial Partners
Washington
$244K +$250K +1,156 New
RIA
1430
Realta Investment Advisors
Delaware
$244K -$11.9K -55 -5%
MG
1431
Marex Group
$244K -$86.2K -398 -26%
Lazard Asset Management
1432
Lazard Asset Management
New York
$243K
CFAM
1433
Center For Asset Management
Florida
$242K -$6.5K -30 -3%
BOJHT
1434
Bank of Jackson Hole Trust
Wyoming
$242K +$9.74K +45 +4%
HBT
1435
Hills Bank & Trust
Iowa
$242K
T
1436
TrueFG
Texas
$242K
LFA
1437
Longview Financial Advisors
Alabama
$241K +$866 +4 +0.4%
MCM
1438
Mainstream Capital Management
California
$241K -$4.55K -21 -2%
MPI
1439
Mairs & Power Inc
Minnesota
$241K
NLP
1440
Next Level Private
New York
$240K +$246K +1,138 New
CHJWM
1441
Carlton Hofferkamp & Jenks Wealth Management
Texas
$240K
WCA
1442
Westover Capital Advisors
Delaware
$239K
DJSG
1443
D.J. St. Germain
Massachusetts
$239K -$158K -728 -39%
SFS
1444
Strategic Financial Services
New York
$239K +$245K +1,130 New
CTC
1445
Corundum Trust Company
South Dakota
$239K +$245K +1,130 New
PCM
1446
Parsons Capital Management
Rhode Island
$236K +$2.81K +13 +1%
LFS
1447
Legacy Financial Strategies
Kansas
$236K
RMP
1448
Richards, Merrill & Peterson
Washington
$235K
TWM
1449
Trinity Wealth Management
Pennsylvania
$234K +$6.06K +28 +3%
HFS
1450
Hantz Financial Services
Michigan
$234K +$5.2K +24 +2%