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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
476
WMS Partners
Maryland
$1.27M -$331K -2,244 -20%
YWP
477
YorkBridge Wealth Partners
New York
$1.26M – – –
CA
478
CoreCap Advisors
Michigan
$1.25M -$587K -3,976 -30%
BAM
479
Baldrige Asset Management
Pennsylvania
$1.25M +$443 +3 +0%
AWE
480
Avidian Wealth Enterprises
Texas
$1.25M -$422K -2,861 -24%
BP
481
Ballentine Partners
Massachusetts
$1.24M -$155K -1,050 -10%
RA
482
Rational Advisors
New York
$1.24M -$74.1K -502 -5%
HWM
483
HighMark Wealth Management
Minnesota
$1.23M +$29.8K +202 +2%
MBT
484
Montecito Bank & Trust
California
$1.22M -$115K -779 -8%
LF
485
Lee Financial
Texas
$1.21M +$103K +698 +9%
Koshinski Asset Management
486
Koshinski Asset Management
Illinois
$1.21M +$16.5K +112 +1%
SFPG
487
Stonebridge Financial Planning Group
Florida
$1.2M -$39.4K -267 -3%
9WM
488
9258 Wealth Management
Ohio
$1.2M -$20.4K -138 -2%
PFA
489
Professional Financial Advisors
Nebraska
$1.19M +$1.28M +8,653 New
LSPW
490
Lake Street Private Wealth
Illinois
$1.18M -$499K -3,382 -28%
HCC
491
Hirtle Callaghan & Co
Pennsylvania
$1.17M +$39.1K +265 +3%
KM
492
Kalos Management
Georgia
$1.17M -$33.4K -226 -3%
DW
493
Domani Wealth
Pennsylvania
$1.17M – – –
BWM
494
BigSur Wealth Management
Florida
$1.17M – – –
WPC
495
White Pine Capital
Minnesota
$1.17M -$46.9K -318 -4%
EFS
496
Essex Financial Services
Connecticut
$1.16M -$36.8K -249 -3%
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$1.15M -$1.48K -10 -0.1%
LC
498
LTG Capital
Massachusetts
$1.15M -$33.8K -229 -3%
WFA
499
Woodward Financial Advisors
North Carolina
$1.15M – – –
CIR
500
Clear Investment Research
Georgia
$1.14M +$2.8K +19 +0.2%