We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$10.1M -$808K -4,997 -7%
BPCE
177
Bank Pictet & Cie (Europe)
Germany
$10M
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$10M -$593K -3,666 -5%
CFG
179
Citizens Financial Group
Rhode Island
$9.96M -$281K -1,737 -3%
Amundi
180
Amundi
France
$9.92M +$2.09M +12,900 +25%
PAS
181
Park Avenue Securities
New York
$9.81M +$251K +1,555 +2%
SC
182
Sepio Capital
Utah
$9.55M
CS
183
Comerica Securities
Michigan
$9.55M -$1.02M -6,302 -9%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$9.43M +$391K +2,420 +4%
BOS
185
Bank of Stockton
California
$9.3M -$498K -3,083 -5%
BFM
186
Broadview Financial Management
Wisconsin
$9.05M -$223K -1,381 -2%
FBA
187
Front Barnett Associates
Illinois
$9.04M +$436K +2,695 +5%
IW
188
Instrumental Wealth
Florida
$9.03M +$317K +1,959 +3%
RSWM
189
Robertson Stephens Wealth Management
California
$9.03M -$9.68M -59,888 -51%
SWP
190
Stratos Wealth Partners
Ohio
$8.96M +$1.1M +6,803 +13%
CFG
191
Cosner Financial Group
Colorado
$8.86M +$196K +1,210 +2%
ASFA
192
All Season Financial Advisors
Colorado
$8.72M +$2M +12,346 +28%
AIM
193
Acropolis Investment Management
Missouri
$8.65M -$230K -1,425 -2%
FAN
194
Financial Advisors Network
California
$8.6M +$9.04M +55,915 New
AWE
195
Avidian Wealth Enterprises
Texas
$8.43M +$495K +3,064 +6%
ASW
196
Astoria Strategic Wealth
Texas
$8.38M +$595K +3,680 +7%
CWM
197
Calamos Wealth Management
Illinois
$8.28M -$203K -1,258 -2%
PL
198
Polianta Ltd
Jersey
$8.28M
PFPT
199
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.25M +$81K +501 +0.9%
Citadel Advisors
200
Citadel Advisors
Florida
$8.22M +$6.02M +37,270 +230%