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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
326
Bernardo Wealth Planning
Pennsylvania
$1.22M +$1.32M +12,081 New
EWA
327
EP Wealth Advisors
California
$1.22M +$540K +4,935 +69%
RJT
328
Raymond James Trust
Florida
$1.2M -$4.27K -39 -0.3%
SCM
329
SOL Capital Management
Maryland
$1.18M +$850K +7,770 +200%
N
330
Natixis
France
$1.16M -$56.1K -513 -4%
VFA
331
Voya Financial Advisors
Connecticut
$1.16M -$698K -6,384 -36%
MG
332
Mather Group
Illinois
$1.15M +$157K +1,437 +14%
HB
333
Homrich & Berg
Georgia
$1.14M -$44.3K -405 -3%
EIA
334
Eldridge Investment Advisors
New Hampshire
$1.14M -$8.1K -74 -0.7%
AW
335
ACG Wealth
Georgia
$1.13M +$2.19K +20 +0.2%
CW
336
Cobiz Wealth
Colorado
$1.12M -$270K -2,468 -18%
MFW
337
Meristem Family Wealth
Minnesota
$1.12M +$1.21M +11,048 New
RBC
338
Roble Belko & Company
Pennsylvania
$1.11M
BWA
339
BlueSky Wealth Advisors
North Carolina
$1.1M +$122K +1,115 +12%
FCBT
340
First Citizens Bank & Trust
North Carolina
$1.09M +$384K +3,511 +48%
MLICM
341
Metropolitan Life Insurance Company (MetLife)
New York
$1.08M +$43.8K +400 +4%
Renaissance Technologies
342
Renaissance Technologies
New York
$1.08M +$1.17M +10,700 New
TFF
343
The Family Firm
Maryland
$1.08M +$11.9K +109 +1%
TWP
344
Total Wealth Planning
Ohio
$1.06M +$1.15M +10,517 New
BCA
345
Bay Colony Advisors
Massachusetts
$1.04M -$52.9K -484 -4%
TF
346
Trek Financial
Arizona
$1.04M +$1.12M +10,278 New
DCM
347
Dimension Capital Management
Florida
$1.04M
PCG
348
Private Capital Group
Connecticut
$1.03M -$110K -1,005 -9%
BA
349
Bristlecone Advisors
Washington
$1.03M -$41.4K -378 -4%
BAC
350
Boys Arnold & Co
North Carolina
$1.02M -$9.3K -85 -0.8%