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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
401
Baldrige Asset Management
Pennsylvania
$1.48M +$7.95K +54 +0.5%
TFF
402
The Family Firm
Maryland
$1.47M +$12.4K +84 +0.8%
BP
403
Ballentine Partners
Massachusetts
$1.47M
AWM
404
Apollon Wealth Management
South Carolina
$1.45M -$78.5K -533 -5%
PIMG
405
Patriot Investment Management Group
Tennessee
$1.44M
ANTB
406
AMG National Trust Bank
Colorado
$1.41M -$8.1K -55 -0.6%
EWM
407
Endurance Wealth Management
Rhode Island
$1.4M -$30.9K -210 -2%
BWP
408
Bernardo Wealth Planning
Pennsylvania
$1.4M
NL
409
Navalign LLC
California
$1.38M -$317K -2,150 -19%
SC
410
Scotia Capital
Ontario, Canada
$1.37M +$38K +258 +3%
SSWM
411
Smith Salley Wealth Management
North Carolina
$1.37M +$76.3K +518 +6%
MAFM
412
Mid Atlantic Financial Management
Pennsylvania
$1.37M +$103K +701 +8%
PBO
413
Peoples Bank (Ohio)
Ohio
$1.37M +$18.4K +125 +1%
LBC
414
Lowe Brockenbrough & Co
Virginia
$1.37M -$30.5K -207 -2%
JAG
415
Journey Advisory Group
Kentucky
$1.36M -$63K -428 -4%
IWS
416
Insight Wealth Strategies
California
$1.36M +$1.13M +7,699 +498%
VFA
417
Valeo Financial Advisors
Indiana
$1.35M
YWP
418
YorkBridge Wealth Partners
New York
$1.35M
MSA
419
Marino Stram & Associates
Massachusetts
$1.35M +$465K +3,158 +53%
APA
420
American Portfolios Advisors
New York
$1.34M +$12.7K +86 +1%
IWM
421
IHT Wealth Management
Illinois
$1.34M +$2.5K +17 +0.2%
CS
422
Credit Suisse
Switzerland
$1.33M +$1.33M +9,000 New
MA
423
MBA Advisors
Pennsylvania
$1.32M +$21.1K +143 +2%
GRP
424
Global Retirement Partners
California
$1.32M +$428K +2,908 +48%
Deutsche Bank
425
Deutsche Bank
Germany
$1.31M +$593K +4,028 +83%