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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Baldrige Asset Management
Pennsylvania
$1.45M -$1.49K -10 -0.1%
BP
377
Ballentine Partners
Massachusetts
$1.45M -$1.04K -7 -0.1%
AIM
378
Alhambra Investment Management
Florida
$1.44M +$266K +1,783 +22%
PBO
379
Peoples Bank (Ohio)
Ohio
$1.43M +$86.4K +580 +6%
WPW
380
Waldron Private Wealth
Pennsylvania
$1.43M +$1.46M +9,785 New
CIR
381
Clear Investment Research
Georgia
$1.42M -$43.8K -294 -3%
PIMG
382
Patriot Investment Management Group
Tennessee
$1.41M -$2.68K -18 -0.2%
AWM
383
Apollon Wealth Management
South Carolina
$1.4M -$25.2K -169 -2%
EWM
384
Endurance Wealth Management
Rhode Island
$1.4M +$17.1K +115 +1%
NL
385
NWAM LLC
Washington
$1.39M -$5.52M -37,063 -80%
ANTB
386
AMG National Trust Bank
Colorado
$1.39M – – –
BWP
387
Bernardo Wealth Planning
Pennsylvania
$1.38M – – –
HF
388
HRT Financial
New York
$1.37M -$885K -5,938 -39%
SFPG
389
Stonebridge Financial Planning Group
Florida
$1.37M +$18.6K +125 +1%
GWA
390
GGM Wealth Advisors
Maryland
$1.37M – – –
SMG
391
Spectrum Management Group
Indiana
$1.36M -$241K -1,620 -15%
NL
392
Navalign LLC
California
$1.36M – – –
SW
393
SVB Wealth
Massachusetts
$1.36M -$223K -1,494 -14%
Schroder Investment Management Group
394
Schroder Investment Management Group
United Kingdom
$1.35M -$14.4M -96,592 -91%
CS
395
Credit Suisse
Switzerland
$1.34M +$30K +201 +2%
VFA
396
Valeo Financial Advisors
Indiana
$1.33M – – –
LBC
397
Lowe Brockenbrough & Co
Virginia
$1.33M -$14.9K -100 -1%
YWP
398
YorkBridge Wealth Partners
New York
$1.33M – – –
GRP
399
Global Retirement Partners
California
$1.32M +$20.1K +135 +2%
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M -$208K -1,394 -13%