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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
451
Rational Advisors
New York
$1.48M +$1.46M +9,518 New
CIBC World Market
452
CIBC World Market
Ontario, Canada
$1.48M -$2.16M -14,053 -60%
BWP
453
Bernardo Wealth Planning
Pennsylvania
$1.47M – – –
GWA
454
GGM Wealth Advisors
Maryland
$1.46M +$49.9K +324 +4%
SW
455
SVB Wealth
Massachusetts
$1.45M – – –
AFAS
456
Acorn Financial Advisory Services
Virginia
$1.45M -$72.8K -473 -5%
YWP
457
YorkBridge Wealth Partners
New York
$1.43M – – –
LBC
458
Lowe Brockenbrough & Co
Virginia
$1.43M – – –
BCA
459
Bay Colony Advisors
Massachusetts
$1.42M +$90K +585 +7%
GWM
460
GSB Wealth Management
Connecticut
$1.42M +$247K +1,604 +21%
BAM
461
Baldrige Asset Management
Pennsylvania
$1.42M -$22.5K -146 -2%
RCG
462
Resource Consulting Group
Florida
$1.41M – – –
FCFC
463
First Commonwealth Financial Corp
Pennsylvania
$1.41M -$4.46K -29 -0.3%
SFPG
464
Stonebridge Financial Planning Group
Florida
$1.4M +$11.7K +76 +0.9%
9WM
465
9258 Wealth Management
Ohio
$1.38M +$32.9K +214 +2%
WPC
466
White Pine Capital
Minnesota
$1.37M +$923 +6 +0.1%
HWM
467
HighMark Wealth Management
Minnesota
$1.36M +$74.2K +482 +6%
Koshinski Asset Management
468
Koshinski Asset Management
Illinois
$1.35M +$463K +3,008 +53%
EFS
469
Essex Financial Services
Connecticut
$1.35M +$161K +1,046 +14%
LC
470
LTG Capital
Massachusetts
$1.34M -$15.2K -99 -1%
DW
471
Domani Wealth
Pennsylvania
$1.33M – – –
BWM
472
BigSur Wealth Management
Florida
$1.32M – – –
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$1.31M -$47.2K -307 -4%
GEA
474
Glen Eagle Advisors
New Jersey
$1.3M +$709K +4,610 +123%
WFA
475
Woodward Financial Advisors
North Carolina
$1.3M +$154 +1 +0%