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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
526
Insight Advisors
Pennsylvania
$544K +$514K +4,249 New
HCA
527
Heck Capital Advisors
Wisconsin
$539K +$303K +2,504 +147%
WEC
528
Winslow Evans & Crocker
Massachusetts
$538K +$61.1K +505 +14%
CIBC World Market
529
CIBC World Market
Ontario, Canada
$538K +$508K +4,199 New
FC
530
Ferris Capital
Massachusetts
$537K – – –
PWM
531
Perigon Wealth Management
California
$536K -$39.4K -326 -7%
CS
532
Capital Square
Tennessee
$531K – – –
S
533
SignatureFD
Georgia
$530K +$374K +3,093 +296%
MBT
534
Montecito Bank & Trust
California
$527K – – –
PWA
535
Physician Wealth Advisors
Utah
$527K +$3.87K +32 +0.8%
TTWM
536
TCV Trust & Wealth Management
Virginia
$523K – – –
CPO
537
Cerity Partners OCIO
New York
$520K +$968 +8 +0.2%
Franklin Resources
538
Franklin Resources
California
$519K -$108K -890 -18%
NL
539
NWAM LLC
Washington
$519K +$490K +4,055 New
EC
540
Estate Counselors
Wisconsin
$518K -$756K -6,250 -61%
TW
541
Towerpoint Wealth
California
$517K +$114K +940 +30%
MPCG
542
Matrix Private Capital Group
New York
$513K +$21K +174 +5%
Neuberger Berman Group
543
Neuberger Berman Group
New York
$513K +$485K +4,008 New
BCP
544
Blue Chip Partners
Michigan
$509K -$24.4K -202 -5%
HIS
545
Harvest Investment Services
Illinois
$509K -$363 -3 -0.1%
LSPW
546
Lake Street Private Wealth
Illinois
$509K +$8.95K +74 +2%
DWM
547
Darwin Wealth Management
Florida
$508K +$4.11K +34 +0.9%
FHA
548
Flagship Harbor Advisors
Massachusetts
$505K -$35.3K -292 -7%
DAS
549
Dynamic Advisor Solutions
Arizona
$503K -$239K -1,972 -33%
NDSI
550
Newman Dignan & Sheerar Inc
Rhode Island
$498K – – –