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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPW
476
Waldron Private Wealth
Pennsylvania
$1.48M
DBIA
477
Dumont & Blake Investment Advisors
New Jersey
$1.48M -$11.9K -79 -0.8%
EWM
478
Endurance Wealth Management
Rhode Island
$1.47M +$3.02K +20 +0.2%
AFAS
479
Acorn Financial Advisory Services
Virginia
$1.44M -$19.5K -129 -1%
BTWM
480
Baker Tilly Wealth Management
Wisconsin
$1.44M +$902K +5,972 +171%
BAM
481
Baldrige Asset Management
Pennsylvania
$1.44M -$6.95K -46 -0.5%
BWP
482
Bernardo Wealth Planning
Pennsylvania
$1.42M
PIMG
483
Patriot Investment Management Group
Tennessee
$1.41M -$45.3K -300 -3%
MWM
484
Mission Wealth Management
California
$1.39M -$64.7K -428 -4%
Wealth Enhancement Advisory Services
485
Wealth Enhancement Advisory Services
Minnesota
$1.39M +$944K +6,246 +216%
BFG
486
Bleakley Financial Group
New Jersey
$1.39M +$2.12K +14 +0.2%
EFS
487
Essex Financial Services
Connecticut
$1.38M -$86.6K -573 -6%
SW
488
SVB Wealth
Massachusetts
$1.37M -$464K -3,072 -25%
ANTB
489
AMG National Trust Bank
Colorado
$1.37M -$71.8K -475 -5%
IWM
490
IHT Wealth Management
Illinois
$1.37M +$40K +265 +3%
WP
491
WMS Partners
Maryland
$1.36M -$26.4K -175 -2%
RA
492
RFG Advisory
Alabama
$1.35M +$74.7K +494 +6%
SFPG
493
Stonebridge Financial Planning Group
Florida
$1.34M +$25.7K +170 +2%
AWM
494
Axxcess Wealth Management
California
$1.34M -$323K -2,135 -19%
FFM
495
Forum Financial Management
Illinois
$1.34M -$113K -745 -8%
CB
496
Commerce Bank
Missouri
$1.34M +$47.6K +315 +4%
CGA
497
Crescent Grove Advisors
Illinois
$1.33M -$753K -4,980 -36%
BCA
498
Bay Colony Advisors
Massachusetts
$1.32M -$303K -2,007 -19%
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$1.31M -$3.63K -24 -0.3%
HWM
500
HighMark Wealth Management
Minnesota
$1.31M +$1.06K +7 +0.1%