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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Advisors Ltd
Ohio
$952K +$185K +1,218 +25%
IWA
527
Inspirion Wealth Advisors
Illinois
$951K -$25.9K -170 -3%
WT
528
Whittier Trust
California
$948K +$5.32K +35 +0.6%
SWA
529
SOA Wealth Advisors
New York
$947K – – –
PPW
530
PACK Private Wealth
Minnesota
$937K +$910K +5,981 New
CB
531
Community Bank
New York
$928K – – –
IIC
532
Integrated Investment Consultants
Michigan
$916K +$3.19K +21 +0.4%
TFO
533
Tarbox Family Office
California
$907K +$1.37K +9 +0.2%
JIC
534
Johnson Investment Counsel
Ohio
$897K +$42K +276 +5%
CCM
535
Coldstream Capital Management
Washington
$895K +$202K +1,331 +30%
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$893K +$7.6K +50 +0.9%
WOC
537
West Oak Capital
California
$891K +$108K +707 +14%
Koshinski Asset Management
538
Koshinski Asset Management
Illinois
$890K -$14.1K -93 -2%
HIA
539
Harbor Investment Advisory
Maryland
$875K -$153K -1,008 -15%
COF
540
Capital One Financial
Virginia
$873K +$342K +2,250 +68%
SIC
541
Salem Investment Counselors
North Carolina
$868K +$842K +5,540 New
FFA
542
Freedman Financial Associates
Massachusetts
$865K -$24.3K -160 -3%
QC
543
Quent Capital
New York
$864K +$839K +5,515 New
SFS
544
Security Financial Services
Indiana
$861K +$836K +5,498 New
PAMG
545
Patton Albertson Miller Group
Tennessee
$859K – – –
EAM
546
Evanson Asset Management
California
$856K +$760 +5 +0.1%
SF
547
Summit Financial
New Jersey
$851K +$51.7K +340 +7%
CI
548
Conning Inc
Connecticut
$851K -$81.8K -538 -9%
BFO
549
Boston Family Office
Massachusetts
$851K – – –
Bessemer Group
550
Bessemer Group
New Jersey
$845K -$76K -500 -8%