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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCI
376
Financial Counselors Inc
Kansas
$826K +$35.2K +300 +5%
PWPS
377
Pinnacle Wealth Planning Services
Ohio
$812K +$550K +4,689 +220%
WLIM
378
White Lighthouse Investment Management
Massachusetts
$804K -$35.2K -300 -4%
APA
379
American Portfolios Advisors
New York
$802K -$520K -4,435 -40%
HCC
380
Hirtle Callaghan & Co
Pennsylvania
$801K +$183K +1,557 +30%
DAS
381
Dynamic Advisor Solutions
Arizona
$792K -$469 -4 -0.1%
TIM
382
Thompson Investment Management
Wisconsin
$783K -$7.74K -66 -1%
NL
383
NWAM LLC
Washington
$783K +$170K +1,449 +28%
LSPW
384
Lake Street Private Wealth
Illinois
$777K +$96.2K +820 +14%
WI
385
Wintrust Investments
Illinois
$771K -$35.2K -300 -4%
WIC
386
Whitegate Investment Counselors
New Hampshire
$765K +$44.2K +377 +6%
IIC
387
Integrated Investment Consultants
Michigan
$763K
CA
388
Crewe Advisors
Utah
$757K
GG
389
Gofen & Glossberg
Illinois
$752K
FMTC
390
Farmers & Merchants Trust Company
California
$749K
NFG
391
Nations Financial Group
Iowa
$742K -$22.8K -194 -3%
LWAC
392
Laurel Wealth Advisors (California)
California
$742K
TFA
393
TPG Financial Advisors
Oregon
$726K
Deutsche Bank
394
Deutsche Bank
Germany
$725K +$169K +1,441 +31%
HR
395
Hayden Royal
North Carolina
$724K +$377K +3,214 +112%
CDIA
396
Capital Directions Investment Advisors
Georgia
$719K
CWM
397
Confluence Wealth Management
Oregon
$708K
TIA
398
Tiemann Investment Advisors
California
$708K +$4.34K +37 +0.6%
Prudential Financial
399
Prudential Financial
New Jersey
$707K -$627K -5,348 -47%
BWP
400
Baldwin Wealth Partners
Massachusetts
$706K -$168K -1,435 -19%