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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
476
Endurance Wealth Management
Rhode Island
$1.4M +$6.71K +47 +0.5%
MWM
477
Mission Wealth Management
California
$1.39M -$263K -1,845 -16%
AFAS
478
Acorn Financial Advisory Services
Virginia
$1.39M
FFM
479
Forum Financial Management
Illinois
$1.39M -$57.1K -400 -4%
BAM
480
Baldrige Asset Management
Pennsylvania
$1.38M +$82.5K +578 +6%
ANTB
481
AMG National Trust Bank
Colorado
$1.38M -$20K -140 -1%
TGAM
482
TBH Global Asset Management
Tennessee
$1.38M +$389K +2,727 +40%
WT
483
Whittier Trust
California
$1.37M +$274K +1,920 +26%
BWP
484
Bernardo Wealth Planning
Pennsylvania
$1.35M -$18.4K -129 -1%
YWP
485
YorkBridge Wealth Partners
New York
$1.34M +$999 +7 +0.1%
NWA
486
Navis Wealth Advisors
New York
$1.34M +$1.08M +7,563 +460%
WP
487
WMS Partners
Maryland
$1.32M -$9.99K -70 -0.8%
BFG
488
Bleakley Financial Group
New Jersey
$1.32M +$1.3M +9,115 New
RA
489
RFG Advisory
Alabama
$1.32M +$1.2M +8,371 New
SAM
490
Silvercrest Asset Management
New York
$1.31M -$28.6K -200 -2%
SEM
491
Strategic Equity Management
Arizona
$1.29M +$842K +5,901 +198%
CIBC World Market
492
CIBC World Market
Ontario, Canada
$1.28M -$3.57K -25 -0.3%
KIG
493
Kennedy Investment Group
New Jersey
$1.27M +$1.25M +8,780 New
IWM
494
IHT Wealth Management
Illinois
$1.27M -$117K -817 -9%
WPW
495
Waldron Private Wealth
Pennsylvania
$1.26M
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$1.26M -$86.9K -609 -7%
SFPG
497
Stonebridge Financial Planning Group
Florida
$1.26M -$39.5K -277 -3%
KPWS
498
Kestra Private Wealth Services
Texas
$1.25M +$640K +4,484 +108%
HWM
499
HighMark Wealth Management
Minnesota
$1.25M -$49.5K -347 -4%
OWA
500
Opal Wealth Advisors
New York
$1.24M +$630K +4,413 +106%