We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1476
Acorn Wealth Advisors
Michigan
$241K -$31.3K -140 -12%
SWM
1477
Segment Wealth Management
Texas
$239K – – –
HIP
1478
Harrell Investment Partners
Texas
$239K -$72.6K -325 -24%
C
1479
Certuity
Florida
$239K – – –
GWMR
1480
GC Wealth Management RIA
Massachusetts
$239K -$266K -1,193 -53%
PGAM
1481
Princeton Global Asset Management
New Jersey
$238K -$11.2K -50 -5%
MF
1482
Manchester Financial
California
$238K -$9.16K -41 -4%
PP
1483
Patten & Patten
Tennessee
$238K – – –
NAC
1484
NI Acquisitions Company
Pennsylvania
$238K +$234K +1,046 New
JWBC
1485
J.W. Burns & Co
New York
$237K +$233K +1,044 New
TWA
1486
TCI Wealth Advisors
Arizona
$234K – – –
Luther King Capital Management (LKCM)
1487
Luther King Capital Management (LKCM)
Texas
$233K – – –
AWM
1488
Axxcess Wealth Management
California
$233K +$229K +1,024 New
ZIG
1489
Zullo Investment Group
Pennsylvania
$233K – – –
SOAG
1490
Silver Oak Advisory Group
Oregon
$232K – – –
ACP
1491
Aviance Capital Partners
Florida
$232K – – –
MBC
1492
Michael Brady & Co
Ohio
$231K – – –
CT
1493
Caldwell Trust
Florida
$231K +$71K +318 +45%
PWM
1494
Paulson Wealth Management
Illinois
$231K -$50.3K -225 -18%
TFG
1495
Team Financial Group
California
$230K +$10.9K +49 +5%
EWP
1496
Elevation Wealth Partners
California
$230K +$893 +4 +0.4%
AB
1497
ANB Bank
Colorado
$230K -$4.02K -18 -2%
CA
1498
Crumly & Associates
Illinois
$229K – – –
SFG
1499
Stonebridge Financial Group
California
$229K +$226K +1,012 New
BCM
1500
Bienville Capital Management
New York
$229K +$225K +1,007 New