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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
PSI Advisors
Florida
$1.57M -$1.35K -10 -0.1%
MWM
377
Mattern Wealth Management
Kansas
$1.56M – – –
EIP
378
Ellis Investment Partners
Pennsylvania
$1.55M +$4.58K +34 +0.3%
RBC
379
Roble Belko & Company
Pennsylvania
$1.55M – – –
SW
380
SVB Wealth
Massachusetts
$1.54M -$27.2K -202 -2%
KBFS
381
Kohmann Bosshard Financial Services
Ohio
$1.53M -$12.1K -90 -0.8%
WCM
382
WealthBridge Capital Management
Ohio
$1.52M +$386K +2,868 +36%
SAM
383
Silvercrest Asset Management
New York
$1.49M -$26.9K -200 -2%
MWM
384
Marietta Wealth Management
Georgia
$1.49M +$1.42M +10,541 New
GVAG
385
Great Valley Advisor Group
Delaware
$1.48M +$106K +789 +8%
HR
386
Hayden Royal
North Carolina
$1.46M -$55.7K -414 -4%
AWM
387
Apollon Wealth Management
South Carolina
$1.46M +$1.39M +10,334 New
CIR
388
Clear Investment Research
Georgia
$1.44M -$87.8K -652 -6%
TPWA
389
TRUE Private Wealth Advisors
Oregon
$1.43M +$1.05M +7,770 +329%
AF
390
AtlasMark Financial
Texas
$1.42M +$17.2K +128 +1%
BP
391
Ballentine Partners
Massachusetts
$1.41M -$269 -2 -0%
WCF
392
West Coast Financial
California
$1.41M +$580K +4,311 +76%
BAM
393
Baldrige Asset Management
Pennsylvania
$1.4M -$21.1K -157 -2%
TFF
394
The Family Firm
Maryland
$1.4M – – –
EWM
395
Endurance Wealth Management
Rhode Island
$1.37M -$71.4K -530 -5%
PIMG
396
Patriot Investment Management Group
Tennessee
$1.37M +$1.03M +7,623 +361%
JAG
397
Journey Advisory Group
Kentucky
$1.37M -$21K -156 -2%
NSB
398
Norway Savings Bank
Maine
$1.36M -$154K -1,142 -11%
ANTB
399
AMG National Trust Bank
Colorado
$1.35M – – –
William Blair & Company
400
William Blair & Company
Illinois
$1.35M +$210K +1,563 +20%