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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
$1.81M +$74.2K +503 +4%
DADC
402
D.A. Davidson & Co
Montana
$1.8M -$63.3K -429 -3%
PWLP
403
Prio Wealth Limited Partnership
Massachusetts
$1.79M +$1.92M +13,041 New
WDG
404
Wealth Dimensions Group
Ohio
$1.79M -$75.1K -509 -4%
William Blair & Company
405
William Blair & Company
Illinois
$1.78M +$405K +2,742 +27%
BA
406
Bristlecone Advisors
Washington
$1.77M -$127K -858 -6%
VFA
407
Valeo Financial Advisors
Indiana
$1.74M -$19.5K -132 -1%
Deutsche Bank
408
Deutsche Bank
Germany
$1.72M +$70.3K +476 +4%
AWM
409
Apollon Wealth Management
South Carolina
$1.72M +$42.4K +287 +2%
MA
410
MBA Advisors
Pennsylvania
$1.72M -$29.5K -200 -2%
BMCM
411
Bryn Mawr Capital Management
Pennsylvania
$1.71M +$295 +2 +0%
CWM
412
Cahaba Wealth Management
Georgia
$1.71M -$201K -1,364 -10%
WCM
413
WealthBridge Capital Management
Ohio
$1.71M +$173K +1,175 +10%
PA
414
Procyon Advisors
Connecticut
$1.69M -$1.78M -12,033 -49%
JGC
415
J. Goldman & Co
New York
$1.68M +$1.81M +12,245 New
SC
416
Scotia Capital
Ontario, Canada
$1.68M -$6.02M -40,771 -77%
WFA
417
Wellspring Financial Advisors
Ohio
$1.67M
RhumbLine Advisers
418
RhumbLine Advisers
Massachusetts
$1.64M
BCA
419
Bay Colony Advisors
Massachusetts
$1.63M +$305K +2,069 +23%
GPWA
420
Great Point Wealth Advisors
Massachusetts
$1.63M
RWG
421
Regal Wealth Group
California
$1.63M -$31.9K -216 -2%
PBO
422
Peoples Bank (Ohio)
Ohio
$1.62M +$50.5K +342 +3%
EWM
423
EPG Wealth Management
Georgia
$1.62M +$1.77K +12 +0.1%
AF
424
AtlasMark Financial
Texas
$1.59M +$81.5K +552 +5%
MWM
425
Mission Wealth Management
California
$1.59M +$830K +5,621 +95%