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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YWP
476
YorkBridge Wealth Partners
New York
$1.26M
CA
477
CoreCap Advisors
Michigan
$1.25M -$587K -3,976 -30%
BAM
478
Baldrige Asset Management
Pennsylvania
$1.25M +$443 +3 +0%
AWE
479
Avidian Wealth Enterprises
Texas
$1.25M -$422K -2,861 -24%
BP
480
Ballentine Partners
Massachusetts
$1.24M -$155K -1,050 -10%
RA
481
Rational Advisors
New York
$1.24M -$74.1K -502 -5%
HWM
482
HighMark Wealth Management
Minnesota
$1.23M +$29.8K +202 +2%
MBT
483
Montecito Bank & Trust
California
$1.22M -$115K -779 -8%
LF
484
Lee Financial
Texas
$1.21M +$103K +698 +9%
Koshinski Asset Management
485
Koshinski Asset Management
Illinois
$1.21M +$16.5K +112 +1%
SFPG
486
Stonebridge Financial Planning Group
Florida
$1.2M -$39.4K -267 -3%
9WM
487
9258 Wealth Management
Ohio
$1.2M -$20.4K -138 -2%
PFA
488
Professional Financial Advisors
Nebraska
$1.19M +$1.28M +8,653 New
LSPW
489
Lake Street Private Wealth
Illinois
$1.18M -$499K -3,382 -28%
HCC
490
Hirtle Callaghan & Co
Pennsylvania
$1.17M +$39.1K +265 +3%
KM
491
Kalos Management
Georgia
$1.17M -$33.4K -226 -3%
DW
492
Domani Wealth
Pennsylvania
$1.17M
BWM
493
BigSur Wealth Management
Florida
$1.17M
WPC
494
White Pine Capital
Minnesota
$1.17M -$46.9K -318 -4%
EFS
495
Essex Financial Services
Connecticut
$1.16M -$36.8K -249 -3%
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$1.15M -$1.48K -10 -0.1%
LC
497
LTG Capital
Massachusetts
$1.15M -$33.8K -229 -3%
CIR
498
Clear Investment Research
Georgia
$1.14M +$2.8K +19 +0.2%
AFAS
499
Acorn Financial Advisory Services
Virginia
$1.14M -$140K -950 -10%
STA
500
Summit Trail Advisors
New York
$1.13M +$1.21M +8,207 New