We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
RTD Financial Advisors
Pennsylvania
$13.1M -$282K -1,746 -2%
BPA
152
Beacon Pointe Advisors
California
$13.1M +$2.43M +15,047 +22%
MGIA
153
Matthew Goff Investment Advisor
Texas
$13M -$3.23K -20 -0%
PRWA
154
Platte River Wealth Advisors
Colorado
$12.8M +$158K +975 +1%
Wealth Enhancement Advisory Services
155
Wealth Enhancement Advisory Services
Minnesota
$12.8M +$12.1M +75,094 +939%
LWA
156
LWS Wealth Advisors
New Jersey
$12.4M +$417K +2,577 +3%
PP
157
Prosperity Planning
Missouri
$12.3M +$393K +2,430 +3%
OAM
158
Occidental Asset Management
California
$12.3M -$253K -1,564 -2%
AIA
159
Arcadia Investment Advisors
Idaho
$12.3M -$300K -1,855 -2%
WP
160
WealthPLAN Partners
Nebraska
$12.3M +$60.1K +372 +0.5%
PW
161
Peninsula Wealth
California
$12M +$1.27M +7,868 +11%
CFO
162
Callan Family Office
Pennsylvania
$11.9M -$162 -1 -0%
JF
163
JSF Financial
California
$11.8M +$3.29M +20,376 +36%
MWM
164
Modera Wealth Management
New Jersey
$11.6M -$233K -1,439 -2%
EPP
165
ETF Portfolio Partners
Kansas
$11.4M +$39.1K +242 +0.3%
AIA
166
Alera Investment Advisors
Illinois
$11.3M -$762K -4,714 -6%
CFP
167
Catalyst Financial Partners
Massachusetts
$11.3M -$218K -1,350 -2%
EA
168
Efficient Advisors
Ohio
$11.2M -$1.12M -6,917 -9%
TNBTD
169
Trustmark National Bank Trust Department
Mississippi
$11.1M
IWMWV
170
Ironwood Wealth Management (West Virginia)
West Virginia
$11M -$89.4K -553 -0.8%
Cerity Partners
171
Cerity Partners
New York
$11M +$1.04M +6,414 +10%
AWS
172
Atria Wealth Solutions
New York
$10.9M +$420K +2,597 +4%
FAIM
173
Financial Advocates Investment Management
Washington
$10.9M -$438K -2,712 -4%
JWCA
174
J.W. Cole Advisors
Florida
$10.3M +$73.2K +453 +0.7%
GWAM
175
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.3M +$79.5K +492 +0.7%