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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPW
451
Gray Private Wealth
Massachusetts
$3.59M -$212K -1,055 -6%
AssetMark Inc
452
AssetMark Inc
California
$3.58M -$766K -3,815 -18%
TIM
453
Thompson Investment Management
Wisconsin
$3.58M +$353K +1,757 +11%
CC
454
Copperleaf Capital
North Carolina
$3.57M -$166K -826 -5%
CPG
455
Cornerstone Planning Group
New Jersey
$3.55M +$3.37M +16,787 +6,880%
FFA
456
First Foundation Advisors
California
$3.53M +$674K +3,354 +24%
KV
457
Kickstand Ventures
New York
$3.53M +$39.8K +198 +1%
SWP
458
SIMA Wealth Partners
Virginia
$3.49M -$56.2K -280 -2%
NL
459
NWAM LLC
Washington
$3.49M -$166K -826 -5%
EWM
460
Evercore Wealth Management
New York
$3.44M -$34.5K -172 -1%
FCBT
461
First Citizens Bank & Trust
North Carolina
$3.44M +$28.1K +140 +0.8%
SFS
462
Sowell Financial Services
Arkansas
$3.43M +$85.2K +424 +3%
IWM
463
IHT Wealth Management
Illinois
$3.43M +$38.6K +192 +1%
WWM
464
Western Wealth Management
Colorado
$3.41M -$19.3K -96 -0.6%
GC
465
Garde Capital
Washington
$3.41M +$15.9K +79 +0.5%
RFP
466
RCS Financial Planning
Maryland
$3.4M +$443K +2,205 +15%
MG
467
Mather Group
Illinois
$3.4M +$132K +658 +4%
DADC
468
D.A. Davidson & Co
Montana
$3.4M -$72.3K -360 -2%
NPT
469
National Philanthropic Trust
Pennsylvania
$3.39M – – –
WIA
470
World Investment Advisors
California
$3.38M +$232K +1,157 +8%
GAM
471
Gemmer Asset Management
California
$3.36M +$1.11M +5,517 +51%
SIA
472
Stegner Investment Associates
Kentucky
$3.36M -$52.8K -263 -2%
MT
473
Midwest Trust
Kansas
$3.34M +$87.2K +434 +3%
BIM
474
Bridges Investment Management
Nebraska
$3.33M -$26.1K -130 -0.8%
LIA
475
LifePlan Investment Advisors
North Carolina
$3.32M +$514K +2,561 +19%