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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
376
LifePlan Financial Group
Ohio
$916K – – –
ACM
377
Azimuth Capital Management
Michigan
$913K +$9.63K +85 +1%
DW
378
Domani Wealth
Pennsylvania
$905K +$62.2K +549 +7%
DPI
379
Diversified Portfolios Inc
Michigan
$899K -$1.93K -17 -0.2%
MG
380
Mather Group
Illinois
$881K -$79.6K -702 -8%
EK
381
Evensky & Katz
Florida
$880K -$4.19K -37 -0.5%
OPS
382
Orion Portfolio Solutions
Nebraska
$875K +$23.8K +210 +3%
HA
383
Harborview Advisors
Maine
$866K -$96.4K -851 -10%
CPSC
384
Carl P. Sherr & Co
Massachusetts
$865K -$6.46K -57 -0.7%
CPIG
385
Chicago Partners Investment Group
Illinois
$860K +$27.4K +242 +3%
CC
386
Cadinha & Co
Hawaii
$849K -$6.8K -60 -0.8%
IWA
387
Independence Wealth Advisors
Virginia
$846K +$39K +344 +5%
APSP
388
Asset Planning Services (Pennsylvania)
Pennsylvania
$837K -$7.59K -67 -0.9%
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$833K +$3.17K +28 +0.4%
BCA
390
Bay Colony Advisors
Massachusetts
$822K +$5.89K +52 +0.7%
BJL
391
Brighton Jones LLC
Washington
$817K +$39.4K +348 +5%
BS
392
Banco Santander
Spain
$813K – – –
TIA
393
Tiemann Investment Advisors
California
$805K -$11.6K -102 -1%
FHA
394
First Horizon Advisors
Tennessee
$798K -$3.51K -31 -0.4%
MSA
395
Marino Stram & Associates
Massachusetts
$793K -$19.9K -176 -2%
KOMWMG
396
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$781K +$1.36K +12 +0.2%
HCC
397
Hirtle Callaghan & Co
Pennsylvania
$761K – – –
TNB
398
Thomasville National Bank
Georgia
$758K -$82.8K -731 -10%
TFO
399
Tarbox Family Office
California
$758K – – –
AIM
400
Alhambra Investment Management
Florida
$756K +$762K +6,726 New