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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWG
351
Regal Wealth Group
California
$1.75M +$7.6K +51 +0.4%
RhumbLine Advisers
352
RhumbLine Advisers
Massachusetts
$1.74M – – –
BA
353
Bristlecone Advisors
Washington
$1.73M +$44.4K +298 +3%
GPWA
354
Great Point Wealth Advisors
Massachusetts
$1.72M – – –
SVCP
355
Silicon Valley Capital Partners
California
$1.72M -$56.8M -381,142 -97%
Franklin Resources
356
Franklin Resources
California
$1.71M +$87.3K +586 +5%
APP
357
Avantax Planning Partners
Iowa
$1.69M -$25.5K -171 -1%
FA
358
Flagstar Advisors
New York
$1.67M +$1.71M +11,474 New
AIC
359
Ameritas Investment Company
Nebraska
$1.62M +$275K +1,846 +20%
TPWA
360
TRUE Private Wealth Advisors
Oregon
$1.62M +$107K +719 +7%
MWM
361
Mattern Wealth Management
Kansas
$1.61M – – –
FWP
362
Falcon Wealth Planning
California
$1.6M -$29.8K -200 -2%
IWC
363
Integrated Wealth Concepts
Massachusetts
$1.6M +$425K +2,854 +35%
RBC
364
Roble Belko & Company
Pennsylvania
$1.59M – – –
KBFS
365
Kohmann Bosshard Financial Services
Ohio
$1.59M +$15.8K +106 +1%
HR
366
Hayden Royal
North Carolina
$1.59M +$80.2K +538 +5%
NEWAS
367
N.E.W. Advisory Services
Wisconsin
$1.58M -$145K -976 -8%
MWM
368
Marietta Wealth Management
Georgia
$1.54M -$149 -1 -0%
TFF
369
The Family Firm
Maryland
$1.53M +$8.64K +58 +0.6%
WFAG
370
Wescott Financial Advisory Group
Pennsylvania
$1.53M +$4.77K +32 +0.3%
AFAS
371
Acorn Financial Advisory Services
Virginia
$1.53M -$47.8K -321 -3%
GT
372
Glenview Trust
Kentucky
$1.52M +$238K +1,596 +18%
PA
373
PSI Advisors
Florida
$1.52M -$20.3K -136 -1%
AF
374
AtlasMark Financial
Texas
$1.48M +$19.7K +132 +1%
SAM
375
Silvercrest Asset Management
New York
$1.46M -$39.5K -265 -3%