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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
351
Dimension Capital Management
Florida
$1.07M
GVAG
352
Great Valley Advisor Group
Delaware
$1.06M -$80.2K -708 -7%
Cerity Partners
353
Cerity Partners
New York
$1.06M +$2.49K +22 +0.2%
BCWM
354
Blue Chip Wealth Management
Florida
$1.06M -$14.5K -128 -1%
CIAS
355
Capital Investment Advisory Services
North Carolina
$1.05M +$71.4K +630 +7%
TFA
356
Tobias Financial Advisors
Florida
$1.04M -$189K -1,667 -15%
NA
357
NewEdge Advisors
Louisiana
$1.03M -$69.9K -617 -6%
9WM
358
9258 Wealth Management
Ohio
$1.03M +$680 +6 +0.1%
FMII
359
Farmers & Merchants Investments Inc
Nebraska
$1.03M -$22.7K -200 -2%
YWP
360
YorkBridge Wealth Partners
New York
$1.03M
ATPW
361
Ashton Thomas Private Wealth
Arizona
$1.03M -$15.4K -136 -1%
GT
362
Glenview Trust
Kentucky
$1.01M +$44.1K +389 +5%
CWM
363
Connecticut Wealth Management
Connecticut
$1M -$7.93K -70 -0.8%
PBO
364
Peoples Bank (Ohio)
Ohio
$1M -$45.3K -400 -4%
PCS
365
Personal CFO Solutions
New Jersey
$1M -$97K -856 -10%
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1M -$54.7K -483 -5%
RJT
367
Raymond James Trust
Florida
$994K
CL
368
Choreo LLC
Illinois
$982K -$17.5K -154 -2%
PA
369
PFG Advisors
Arizona
$973K -$140K -1,234 -13%
BWM
370
BigSur Wealth Management
Florida
$956K +$340K +3,000 +55%
OWA
371
Outlook Wealth Advisors
Texas
$950K -$64.5K -569 -6%
SFA
372
Sequoia Financial Advisors
Ohio
$930K +$82.7K +730 +10%
SC
373
Scotia Capital
Ontario, Canada
$924K +$931K +8,217 New
DSA
374
Davis Selected Advisers
Arizona
$917K +$924K +8,156 New
LFG
375
LifePlan Financial Group
Ohio
$916K