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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
426
Kohmann Bosshard Financial Services
Ohio
$1.7M
RBC
427
Roble Belko & Company
Pennsylvania
$1.7M
MWM
428
Mattern Wealth Management
Kansas
$1.7M -$26K -169 -2%
MWM
429
Marietta Wealth Management
Georgia
$1.67M +$4.46K +29 +0.3%
IAG
430
Investment Advisory Group
Massachusetts
$1.65M +$15.8K +103 +1%
PA
431
PSI Advisors
Florida
$1.62M -$3.85K -25 -0.2%
William Blair & Company
432
William Blair & Company
Illinois
$1.59M +$229K +1,485 +17%
SCA
433
Southern Capital Advisors
Tennessee
$1.59M +$164K +1,064 +12%
HW
434
Hancock Whitney
Mississippi
$1.59M -$696K -4,526 -31%
TFF
435
The Family Firm
Maryland
$1.58M +$6.92K +45 +0.4%
BP
436
Ballentine Partners
Massachusetts
$1.57M +$20.5K +133 +1%
FFM
437
Forum Financial Management
Illinois
$1.57M +$144K +935 +10%
WP
438
WealthShield Partners
North Carolina
$1.56M -$2M -13,016 -56%
DBIA
439
Dumont & Blake Investment Advisors
New Jersey
$1.56M +$1.54M +10,034 New
SAM
440
Silvercrest Asset Management
New York
$1.54M -$3.85K -25 -0.3%
PIMG
441
Patriot Investment Management Group
Tennessee
$1.53M +$22.2K +144 +1%
WPW
442
Waldron Private Wealth
Pennsylvania
$1.52M
MBT
443
Montecito Bank & Trust
California
$1.51M +$228K +1,479 +18%
LNC
444
Lincoln National Corp
Pennsylvania
$1.5M +$209K +1,357 +16%
ANTB
445
AMG National Trust Bank
Colorado
$1.5M
RJT
446
Raymond James Trust
Florida
$1.5M +$306K +1,986 +26%
EWM
447
Endurance Wealth Management
Rhode Island
$1.5M -$29.2K -190 -2%
WS
448
Wedbush Securities
California
$1.5M +$311K +2,019 +27%
OFG
449
Oxford Financial Group
Indiana
$1.49M -$10.5K -68 -0.7%
RA
450
Rational Advisors
New York
$1.48M +$1.46M +9,518 New