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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
BigSur Wealth Management
Florida
$1.33M
LSPW
452
Lake Street Private Wealth
Illinois
$1.33M +$206K +1,355 +19%
NL
453
Navalign LLC
California
$1.31M -$148K -971 -10%
National Bank of Canada
454
National Bank of Canada
Quebec, Canada
$1.3M +$1.27M +8,325 New
LNC
455
Lincoln National Corp
Pennsylvania
$1.3M +$72.8K +479 +6%
HWM
456
HighMark Wealth Management
Minnesota
$1.29M +$18.6K +122 +1%
MBT
457
Montecito Bank & Trust
California
$1.28M +$66.9K +440 +6%
BF
458
Blankinship & Foster
California
$1.27M -$121K -798 -9%
LF
459
Lee Financial
Texas
$1.27M
CB
460
Commerce Bank
Missouri
$1.27M +$30.9K +203 +3%
PA
461
Pinnacle Associates
New York
$1.27M +$7.75K +51 +0.6%
ACM
462
Azimuth Capital Management
Michigan
$1.25M +$16.3K +107 +1%
DPI
463
Diversified Portfolios Inc
Michigan
$1.25M
IWM
464
IHT Wealth Management
Illinois
$1.24M +$1.37K +9 +0.1%
EIA
465
Eldridge Investment Advisors
New Hampshire
$1.24M +$38.5K +253 +3%
WPWM
466
Windward Private Wealth Management
Kansas
$1.22M
RJT
467
Raymond James Trust
Florida
$1.2M -$304 -2 -0%
RIA
468
Realta Investment Advisors
Delaware
$1.19M +$912 +6 +0.1%
WS
469
Wedbush Securities
California
$1.19M +$435K +2,860 +60%
EFS
470
Essex Financial Services
Connecticut
$1.19M -$26.8K -176 -2%
CPIG
471
Chicago Partners Investment Group
Illinois
$1.19M +$181K +1,189 +18%
BFPW
472
BOK Financial Private Wealth
Colorado
$1.18M
EK
473
Evensky & Katz
Florida
$1.18M +$52.2K +343 +5%
GWM
474
GSB Wealth Management
Connecticut
$1.17M +$1.14M +7,494 New
SDWMA
475
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.17M