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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
401
Magnus Financial Group
New York
$1.04M +$329K +2,720 +51%
APA
402
American Portfolios Advisors
New York
$1.02M +$616K +5,093 +175%
WPWM
403
Windward Private Wealth Management
Kansas
$1.02M +$967K +7,993 New
William Blair & Company
404
William Blair & Company
Illinois
$1.02M +$333K +2,754 +53%
DPI
405
Diversified Portfolios Inc
Michigan
$1.02M -$4.96K -41 -0.5%
WFAG
406
Wescott Financial Advisory Group
Pennsylvania
$1.01M +$959K +7,928 New
ACM
407
Azimuth Capital Management
Michigan
$1.01M -$26.1K -216 -3%
CPIG
408
Chicago Partners Investment Group
Illinois
$1.01M +$30.2K +250 +3%
WCM
409
WealthBridge Capital Management
Ohio
$1.01M +$429K +3,547 +82%
PAA
410
Peregrine Asset Advisers
Oregon
$1.01M +$951K +7,867 New
CL
411
Choreo LLC
Illinois
$1M -$107K -886 -10%
CFG
412
Cooper Financial Group
California
$1M +$946K +7,823 New
CPSC
413
Carl P. Sherr & Co
Massachusetts
$993K +$8.22K +68 +0.9%
EK
414
Evensky & Katz
Florida
$988K -$12.8K -106 -1%
CWM
415
Connecticut Wealth Management
Connecticut
$983K -$153K -1,263 -14%
TFA
416
Tobias Financial Advisors
Florida
$973K -$199K -1,648 -18%
CC
417
Cadinha & Co
Hawaii
$966K – – –
OPS
418
Orion Portfolio Solutions
Nebraska
$963K -$30.8K -255 -3%
IWA
419
Independence Wealth Advisors
Virginia
$963K -$605 -5 -0.1%
SDWMA
420
Schneider Downs Wealth Management Advisors
Pennsylvania
$951K +$107K +885 +14%
MG
421
Mather Group
Illinois
$946K -$53.9K -446 -6%
EIA
422
Eldridge Investment Advisors
New Hampshire
$945K -$333K -2,757 -27%
BJL
423
Brighton Jones LLC
Washington
$937K +$7.14K +59 +0.8%
SIA
424
Soltis Investment Advisors
Utah
$935K +$85.6K +708 +11%
9WM
425
9258 Wealth Management
Ohio
$930K -$252K -2,086 -22%