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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
401
Larson Financial Group
Missouri
$705K -$22.6K -193 -3%
NEPWA
402
New England Private Wealth Advisors
Massachusetts
$700K +$1.64K +14 +0.2%
SBH
403
Segall Bryant & Hamill
Illinois
$697K -$46.9K -400 -6%
SAM
404
Summit Asset Management
Tennessee
$690K -$4.69K -40 -0.7%
WPSG
405
Wealth & Pension Services Group
Georgia
$670K +$420K +3,577 +174%
AW
406
ACG Wealth
Georgia
$669K -$704K -6,000 -52%
PMAM
407
Picton Mahoney Asset Management
Ontario, Canada
$668K
BS
408
Boenning & Scattergood
Pennsylvania
$665K -$17.6K -150 -3%
FNBTCON
409
First National Bank & Trust Co of Newtown
Pennsylvania
$661K
SQA
410
Simon Quick Advisors
New Jersey
$660K +$56.1K +478 +9%
AIS
411
American Investment Services
Massachusetts
$657K
CPA
412
Capital Planning Advisors
California
$652K +$642K +5,470 New
BFO
413
Boston Family Office
Massachusetts
$648K
Cerity Partners
414
Cerity Partners
New York
$642K +$11K +94 +2%
PL
415
Plancorp LLC
Missouri
$638K
CB
416
Community Bank
New York
$636K -$1.76K -15 -0.3%
EWA
417
Exencial Wealth Advisors
Oklahoma
$636K +$145K +1,237 +30%
PP
418
PagnatoKarp Partners
Virginia
$635K +$3.52K +30 +0.6%
PAMG
419
Patton Albertson Miller Group
Tennessee
$626K
PWM
420
Perigon Wealth Management
California
$623K -$2.82K -24 -0.5%
KPCM
421
Kings Point Capital Management
New York
$619K
BDF
422
Balasa Dinverno & Foltz
$610K
TFO
423
Tarbox Family Office
California
$599K
FHA
424
Flagship Harbor Advisors
Massachusetts
$599K +$8.21K +70 +1%
RIA
425
Regal Investment Advisors
Michigan
$595K -$31.8K -271 -5%