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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
501
HighMark Wealth Management
Minnesota
$1.31M +$1.06K +7 +0.1%
SFO
502
Stokes Family Office
Louisiana
$1.31M -$260K -1,718 -17%
SEM
503
Strategic Equity Management
Arizona
$1.31M -$41.7K -276 -3%
CCFM
504
Clear Creek Financial Management
Washington
$1.3M -$11.7M -77,396 -90%
BBHC
505
Brown Brothers Harriman & Co
New York
$1.3M +$706K +4,669 +120%
DW
506
Domani Wealth
Pennsylvania
$1.29M – – –
KIG
507
Kennedy Investment Group
New Jersey
$1.29M -$41.7K -276 -3%
BWM
508
BigSur Wealth Management
Florida
$1.29M – – –
WFA
509
Woodward Financial Advisors
North Carolina
$1.27M +$151 +1 +0%
LBC
510
Lowe Brockenbrough & Co
Virginia
$1.26M – – –
CIBC World Market
511
CIBC World Market
Ontario, Canada
$1.24M -$97.8K -647 -7%
AWA
512
Alta Wealth Advisors
Massachusetts
$1.24M +$207K +1,370 +20%
MBT
513
Montecito Bank & Trust
California
$1.24M +$24.2K +160 +2%
EIA
514
Eldridge Investment Advisors
New Hampshire
$1.24M +$7.56K +50 +0.6%
LC
515
LTG Capital
Massachusetts
$1.23M -$9.82K -65 -0.8%
WPC
516
White Pine Capital
Minnesota
$1.23M -$7.56K -50 -0.6%
MUAMU
517
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.21M +$1.21M +8,000 New
CD
518
Chapin Davis
Maryland
$1.21M +$133K +882 +12%
SAM
519
Silvercrest Asset Management
New York
$1.2M -$165K -1,090 -12%
CWM
520
Connecticut Wealth Management
Connecticut
$1.2M +$133K +880 +13%
CIR
521
Clear Investment Research
Georgia
$1.19M -$25.1K -166 -2%
TC
522
Trilogy Capital
California
$1.19M -$66K -437 -5%
HH
523
Hilltop Holdings
Texas
$1.18M -$26K -172 -2%
SF
524
Summit Financial
New Jersey
$1.18M +$40.6K +269 +4%
SCA
525
Snowden Capital Advisors
New York
$1.18M +$497K +3,289 +74%