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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
426
Moisand Fitzgerald Tamayo
Florida
$1.71M -$194K -1,260 -10%
KBFS
427
Kohmann Bosshard Financial Services
Ohio
$1.7M – – –
RBC
428
Roble Belko & Company
Pennsylvania
$1.7M – – –
MWM
429
Mattern Wealth Management
Kansas
$1.7M -$26K -169 -2%
MWM
430
Marietta Wealth Management
Georgia
$1.67M +$4.46K +29 +0.3%
IAG
431
Investment Advisory Group
Massachusetts
$1.65M +$15.8K +103 +1%
PA
432
PSI Advisors
Florida
$1.62M -$3.85K -25 -0.2%
William Blair & Company
433
William Blair & Company
Illinois
$1.59M +$229K +1,485 +17%
SCA
434
Southern Capital Advisors
Tennessee
$1.59M +$164K +1,064 +12%
HW
435
Hancock Whitney
Mississippi
$1.59M -$696K -4,526 -31%
TFF
436
The Family Firm
Maryland
$1.58M +$6.92K +45 +0.4%
BP
437
Ballentine Partners
Massachusetts
$1.57M +$20.5K +133 +1%
FFM
438
Forum Financial Management
Illinois
$1.57M +$144K +935 +10%
WP
439
WealthShield Partners
North Carolina
$1.56M -$2M -13,016 -56%
DBIA
440
Dumont & Blake Investment Advisors
New Jersey
$1.56M +$1.54M +10,034 New
SAM
441
Silvercrest Asset Management
New York
$1.54M -$3.85K -25 -0.3%
PIMG
442
Patriot Investment Management Group
Tennessee
$1.53M +$22.2K +144 +1%
WPW
443
Waldron Private Wealth
Pennsylvania
$1.52M – – –
MBT
444
Montecito Bank & Trust
California
$1.51M +$228K +1,479 +18%
LNC
445
Lincoln National Corp
Pennsylvania
$1.5M +$209K +1,357 +16%
ANTB
446
AMG National Trust Bank
Colorado
$1.5M – – –
RJT
447
Raymond James Trust
Florida
$1.5M +$306K +1,986 +26%
EWM
448
Endurance Wealth Management
Rhode Island
$1.5M -$29.2K -190 -2%
WS
449
Wedbush Securities
California
$1.5M +$311K +2,019 +27%
OFG
450
Oxford Financial Group
Indiana
$1.49M -$10.5K -68 -0.7%