We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
201
Great Valley Advisor Group
Delaware
$7.26M +$4.69M +31,803 +151%
HWM
202
HB Wealth Management
Georgia
$7.19M +$707K +4,787 +10%
GL
203
Graypoint LLC
New York
$7.18M -$529K -3,581 -6%
AI
204
Atria Investments
North Carolina
$7.13M -$2.84M -19,219 -27%
SWP
205
Stratos Wealth Partners
Ohio
$7.04M +$54.5K +369 +0.7%
SEI Investments
206
SEI Investments
Pennsylvania
$7M +$18K +122 +0.2%
BMM
207
Berkshire Money Management
Massachusetts
$7M +$7.51M +50,890 New
BFS
208
Bradley Foster & Sargent
Connecticut
$6.93M -$604K -4,091 -8%
PAIM
209
Punch & Associates Investment Management
Minnesota
$6.87M +$114K +772 +2%
GPA
210
Guidance Point Advisors
Massachusetts
$6.79M +$358K +2,428 +5%
FAN
211
Financial Advisors Network
California
$6.76M +$223K +1,513 +3%
CA
212
Centerpoint Advisors
Massachusetts
$6.75M -$21.8K -148 -0.3%
Capstone Investment Advisors
213
Capstone Investment Advisors
New York
$6.75M +$2.61M +17,697 +56%
BSW
214
Buckingham Strategic Wealth
Missouri
$6.64M +$1.18M +7,977 +20%
PFPT
215
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.46M +$140K +951 +2%
PFA
216
Pure Financial Advisors
California
$6.4M -$435K -2,944 -6%
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.29M +$6.75M +45,749 New
GWM
218
Geneos Wealth Management
Colorado
$6.27M +$1.03K +7 +0%
FRA
219
Frank Rimerman Advisors
California
$6.19M +$6.64M +45,000 New
BC
220
Bartlett & Co
Ohio
$6.13M +$133K +902 +2%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$6.13M +$133K +902 +2%
KPWG
222
KFA Private Wealth Group
Virginia
$6.1M +$9.59K +65 +0.1%
FZCM
223
Flynn Zito Capital Management
New York
$6.1M +$6.55M +44,409 New
UAS
224
United Asset Strategies
New York
$6.07M +$249K +1,685 +4%
AF
225
Advisornet Financial
Minnesota
$6.04M +$44.9K +304 +0.7%