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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
526
Heck Capital Advisors
Wisconsin
$539K +$303K +2,504 +147%
WEC
527
Winslow Evans & Crocker
Massachusetts
$538K +$61.1K +505 +14%
CIBC World Market
528
CIBC World Market
Ontario, Canada
$538K +$508K +4,199 New
FC
529
Ferris Capital
Massachusetts
$537K
PWM
530
Perigon Wealth Management
California
$536K -$39.4K -326 -7%
CS
531
Capital Square
Tennessee
$531K
S
532
SignatureFD
Georgia
$530K +$374K +3,093 +296%
MBT
533
Montecito Bank & Trust
California
$527K
PWA
534
Physician Wealth Advisors
Utah
$527K +$3.87K +32 +0.8%
TTWM
535
TCV Trust & Wealth Management
Virginia
$523K
CPO
536
Cerity Partners OCIO
New York
$520K +$968 +8 +0.2%
Franklin Resources
537
Franklin Resources
California
$519K -$108K -890 -18%
NL
538
NWAM LLC
Washington
$519K +$490K +4,055 New
EC
539
Estate Counselors
Wisconsin
$518K -$756K -6,250 -61%
TW
540
Towerpoint Wealth
California
$517K +$114K +940 +30%
MPCG
541
Matrix Private Capital Group
New York
$513K +$21K +174 +5%
Neuberger Berman Group
542
Neuberger Berman Group
New York
$513K +$485K +4,008 New
BCP
543
Blue Chip Partners
Michigan
$509K -$24.4K -202 -5%
HIS
544
Harvest Investment Services
Illinois
$509K -$363 -3 -0.1%
LSPW
545
Lake Street Private Wealth
Illinois
$509K +$8.95K +74 +2%
DWM
546
Darwin Wealth Management
Florida
$508K +$4.11K +34 +0.9%
FHA
547
Flagship Harbor Advisors
Massachusetts
$505K -$35.3K -292 -7%
DAS
548
Dynamic Advisor Solutions
Arizona
$503K -$239K -1,972 -33%
NDSI
549
Newman Dignan & Sheerar Inc
Rhode Island
$498K
NAM
550
NTV Asset Management
West Virginia
$490K +$121 +1 +0%