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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Mattern Wealth Management
Kansas
$1.56M
EIP
377
Ellis Investment Partners
Pennsylvania
$1.55M +$4.58K +34 +0.3%
RBC
378
Roble Belko & Company
Pennsylvania
$1.55M
SW
379
SVB Wealth
Massachusetts
$1.54M -$27.2K -202 -2%
KBFS
380
Kohmann Bosshard Financial Services
Ohio
$1.53M -$12.1K -90 -0.8%
WCM
381
WealthBridge Capital Management
Ohio
$1.52M +$386K +2,868 +36%
SAM
382
Silvercrest Asset Management
New York
$1.49M -$26.9K -200 -2%
MWM
383
Marietta Wealth Management
Georgia
$1.49M +$1.42M +10,541 New
GVAG
384
Great Valley Advisor Group
Delaware
$1.48M +$106K +789 +8%
HR
385
Hayden Royal
North Carolina
$1.46M -$55.7K -414 -4%
AWM
386
Apollon Wealth Management
South Carolina
$1.46M +$1.39M +10,334 New
CIR
387
Clear Investment Research
Georgia
$1.44M -$87.8K -652 -6%
TPWA
388
TRUE Private Wealth Advisors
Oregon
$1.43M +$1.05M +7,770 +329%
AF
389
AtlasMark Financial
Texas
$1.42M +$17.2K +128 +1%
BP
390
Ballentine Partners
Massachusetts
$1.41M -$269 -2 -0%
WCF
391
West Coast Financial
California
$1.41M +$580K +4,311 +76%
BAM
392
Baldrige Asset Management
Pennsylvania
$1.4M -$21.1K -157 -2%
TFF
393
The Family Firm
Maryland
$1.4M
EWM
394
Endurance Wealth Management
Rhode Island
$1.37M -$71.4K -530 -5%
PIMG
395
Patriot Investment Management Group
Tennessee
$1.37M +$1.03M +7,623 +361%
JAG
396
Journey Advisory Group
Kentucky
$1.37M -$21K -156 -2%
NSB
397
Norway Savings Bank
Maine
$1.36M -$154K -1,142 -11%
ANTB
398
AMG National Trust Bank
Colorado
$1.35M
William Blair & Company
399
William Blair & Company
Illinois
$1.35M +$210K +1,563 +20%
LBC
400
Lowe Brockenbrough & Co
Virginia
$1.34M -$12.8K -95 -1%