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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Alhambra Investment Management
Florida
$1.98M +$332K +2,158 +20%
MA
402
MBA Advisors
Pennsylvania
$1.97M -$5.39K -35 -0.3%
TPWA
403
TRUE Private Wealth Advisors
Oregon
$1.97M +$216K +1,402 +12%
JF
404
JSF Financial
California
$1.97M +$1.31M +8,488 +205%
SIC
405
Salem Investment Counselors
North Carolina
$1.95M +$1.08M +7,000 +126%
BMCM
406
Bryn Mawr Capital Management
Pennsylvania
$1.94M +$76.6K +498 +4%
HCA
407
Heck Capital Advisors
Wisconsin
$1.93M -$1.15M -7,502 -38%
AWM
408
Apollon Wealth Management
South Carolina
$1.9M -$1.52M -9,884 -45%
WFA
409
Wellspring Financial Advisors
Ohio
$1.89M +$3.38K +22 +0.2%
Deutsche Bank
410
Deutsche Bank
Germany
$1.88M +$504K +3,275 +37%
RWG
411
Regal Wealth Group
California
$1.87M -$3.08K -20 -0.2%
LSPW
412
Lake Street Private Wealth
Illinois
$1.86M +$533K +3,467 +41%
RhumbLine Advisers
413
RhumbLine Advisers
Massachusetts
$1.86M
AWE
414
Avidian Wealth Enterprises
Texas
$1.86M +$253K +1,647 +16%
GPWA
415
Great Point Wealth Advisors
Massachusetts
$1.84M
EWM
416
EPG Wealth Management
Georgia
$1.83M +$702K +4,559 +63%
ACK
417
Andrew C. Karlinski
$1.79M -$38K -247 -2%
WP
418
WMS Partners
Maryland
$1.79M -$59.9K -389 -3%
PBO
419
Peoples Bank (Ohio)
Ohio
$1.79M +$249K +1,620 +16%
NL
420
NWAM LLC
Washington
$1.75M +$48.2K +313 +3%
WCM
421
WealthBridge Capital Management
Ohio
$1.75M -$63.7K -414 -4%
PCIG
422
Partners Capital Investment Group
Massachusetts
$1.74M +$1.72M +11,173 New
FWP
423
Falcon Wealth Planning
California
$1.74M +$25.9K +168 +2%
AF
424
AtlasMark Financial
Texas
$1.71M +$49.1K +319 +3%
MFT
425
Moisand Fitzgerald Tamayo
Florida
$1.71M -$194K -1,260 -10%