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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
501
Patton Albertson Miller Group
Tennessee
$774K -$5.25K -39 -0.7%
EW
502
Evoke Wealth
California
$773K -$53.7K -399 -7%
JWA
503
JFS Wealth Advisors
Pennsylvania
$773K +$571K +4,238 +343%
Koshinski Asset Management
504
Koshinski Asset Management
Illinois
$771K +$33.1K +246 +5%
BFO
505
Boston Family Office
Massachusetts
$767K – – –
AWA
506
Alta Wealth Advisors
Massachusetts
$767K +$441K +3,276 +152%
FFA
507
Freedman Financial Associates
Massachusetts
$766K – – –
IP
508
Intellectus Partners
California
$766K – – –
Cerity Partners
509
Cerity Partners
New York
$765K -$435K -3,231 -37%
HSA
510
HBK Sorce Advisory
Pennsylvania
$759K -$1.03M -7,617 -59%
EAM
511
Evanson Asset Management
California
$757K +$135 +1 +0%
VVP
512
Venture Visionary Partners
Ohio
$746K +$5.38K +40 +0.8%
DI
513
Disciplined Investments
Oklahoma
$741K +$8.62K +64 +1%
RC
514
RegentAtlantic Capital
New Jersey
$739K +$236K +1,752 +50%
JIC
515
Johnson Investment Counsel
Ohio
$738K -$1.21K -9 -0.2%
WCA
516
Windsor Creek Advisors
Vermont
$729K – – –
CIAS
517
Capital Investment Advisory Services
North Carolina
$721K -$107K -795 -13%
MWM
518
Mission Wealth Management
California
$718K -$65.6K -487 -9%
SFA
519
Source Financial Advisors
New York
$711K -$16.8K -125 -2%
GM
520
GeoWealth Management
Illinois
$711K -$12.4K -92 -2%
AHC
521
Anderson Hoagland & Co
Missouri
$707K – – –
WPC
522
White Pine Capital
Minnesota
$707K +$282K +2,095 +72%
WT
523
Whittier Trust
California
$701K -$15.5K -115 -2%
MFA
524
Mayflower Financial Advisors
Massachusetts
$698K +$4.17K +31 +0.6%
CCP
525
Corient Capital Partners
California
$692K – – –