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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
376
Falcon Wealth Planning
California
$1.66M -$37.4K -254 -2%
Franklin Resources
377
Franklin Resources
California
$1.65M +$966K +6,559 +142%
WCF
378
West Coast Financial
California
$1.65M +$179K +1,214 +12%
MWM
379
Mattern Wealth Management
Kansas
$1.63M
AIC
380
Ameritas Investment Company
Nebraska
$1.62M +$861K +5,843 +169%
SMG
381
Spectrum Management Group
Indiana
$1.62M -$1.06M -7,185 -40%
BF
382
Blankinship & Foster
California
$1.62M -$130K -884 -7%
CIBC World Market
383
CIBC World Market
Ontario, Canada
$1.62M -$1.27M -8,635 -44%
RBC
384
Roble Belko & Company
Pennsylvania
$1.62M
KBFS
385
Kohmann Bosshard Financial Services
Ohio
$1.6M
SW
386
SVB Wealth
Massachusetts
$1.6M -$9.57K -65 -0.6%
CCA
387
Childress Capital Advisors
Texas
$1.59M -$2.53M -17,208 -61%
AFAS
388
Acorn Financial Advisory Services
Virginia
$1.59M +$1.59M +10,817 New
MWM
389
Marietta Wealth Management
Georgia
$1.56M +$8.1K +55 +0.5%
PA
390
PSI Advisors
Florida
$1.56M -$85K -577 -5%
WFAG
391
Wescott Financial Advisory Group
Pennsylvania
$1.56M +$249K +1,689 +19%
LNC
392
Lincoln National Corp
Pennsylvania
$1.54M -$591K -4,010 -28%
PFGIA
393
Patriot Financial Group Insurance Agency
Massachusetts
$1.54M +$1.54M +10,430 New
5L
394
55I LLC
Massachusetts
$1.54M +$315K +2,138 +26%
HR
395
Hayden Royal
North Carolina
$1.53M +$6.63K +45 +0.4%
TPWA
396
TRUE Private Wealth Advisors
Oregon
$1.53M +$38.7K +263 +3%
MAS
397
Managed Account Services
Florida
$1.53M +$147K +997 +11%
SAM
398
Silvercrest Asset Management
New York
$1.53M -$33.1K -225 -2%
CIR
399
Clear Investment Research
Georgia
$1.49M -$13.8K -94 -0.9%
AF
400
AtlasMark Financial
Texas
$1.49M +$5.45K +37 +0.4%