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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
326
WealthShield Partners
North Carolina
$850K +$414K +3,611 +98%
BWA
327
BDO Wealth Advisors
Florida
$848K -$3.9K -34 -0.5%
FCBT
328
First Citizens Bank & Trust
North Carolina
$847K -$63.8K -556 -7%
WLIM
329
White Lighthouse Investment Management
Massachusetts
$845K -$13.8K -120 -2%
CAM
330
Concorde Asset Management
Michigan
$841K +$171K +1,491 +26%
KP
331
Keel Point
Alabama
$839K +$832K +7,246 New
NFG
332
Nations Financial Group
Iowa
$827K +$145K +1,266 +22%
PWAP
333
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$826K +$43.7K +381 +6%
EWA
334
EP Wealth Advisors
California
$826K +$299K +2,605 +58%
FNBTCON
335
First National Bank & Trust Co of Newtown
Pennsylvania
$814K
HJMC
336
Hellman Jordan Management Company
Massachusetts
$805K
BWP
337
Baldwin Wealth Partners
Massachusetts
$803K -$16.3K -142 -2%
FA
338
FDx Advisors
Illinois
$793K -$114K -991 -13%
Allianz Asset Management
339
Allianz Asset Management
Germany
$769K +$763K +6,644 New
LCM
340
Laurion Capital Management
New York
$764K +$756K +6,591 New
LYV
341
Live Your Vision
Pennsylvania
$748K
GH
342
GAM Holding
Switzerland
$747K
BEC
343
Blue Edge Capital
Virginia
$747K +$430K +3,749 +139%
PP
344
PagnatoKarp Partners
Virginia
$743K +$459 +4 +0.1%
CA
345
Crewe Advisors
Utah
$736K
Prudential Financial
346
Prudential Financial
New Jersey
$734K +$422K +3,673 +138%
F
347
F3Logic
Minnesota
$721K -$529K -4,611 -43%
Brown Advisory
348
Brown Advisory
Maryland
$717K -$113K -983 -14%
GG
349
Gofen & Glossberg
Illinois
$712K
KA
350
Kovack Advisors
Florida
$711K -$7.92K -69 -1%