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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ESB
551
Essex Savings Bank
Connecticut
$614K +$605K +4,058 New
IRAG
552
Investment Research & Advisory Group
Georgia
$612K – – –
MPCG
553
Matrix Private Capital Group
New York
$611K +$29.8K +200 +5%
TSS
554
Two Sigma Securities
New York
$610K -$118K -792 -16%
Wealth Enhancement Advisory Services
555
Wealth Enhancement Advisory Services
Minnesota
$610K +$134K +899 +29%
PWA
556
Physician Wealth Advisors
Utah
$608K -$5.07K -34 -0.8%
RIA
557
Regal Investment Advisors
Michigan
$605K -$8.35K -56 -1%
CPA
558
Capital Planning Advisors
California
$603K – – –
CPW
559
Catalyst Private Wealth
California
$602K – – –
KF
560
Krilogy Financial
Missouri
$599K +$199K +1,338 +48%
PCG
561
Private Capital Group
Connecticut
$590K – – –
CPO
562
Cerity Partners OCIO
New York
$585K -$12.2K -82 -2%
CFA
563
Carroll Financial Associates
North Carolina
$584K +$230K +1,541 +62%
SEM
564
Strategic Equity Management
Arizona
$583K +$189K +1,268 +46%
CGA
565
Crescent Grove Advisors
Illinois
$582K +$18.6K +125 +3%
IA
566
Insight Advisors
Pennsylvania
$576K -$59.9K -402 -10%
CIAS
567
Capital Investment Advisory Services
North Carolina
$573K +$7.3K +49 +1%
BBHC
568
Brown Brothers Harriman & Co
New York
$565K – – –
CWP
569
Corepath Wealth Partners
Arizona
$564K – – –
CAM
570
Concorde Asset Management
Michigan
$560K +$3.28K +22 +0.6%
NAM
571
NTV Asset Management
West Virginia
$556K – – –
MG
572
Mather Group
Illinois
$550K +$30.8K +207 +6%
WSFS
573
Wilmington Savings Fund Society
Delaware
$548K +$175K +1,172 +45%
PL
574
Plancorp LLC
Missouri
$547K -$90.8K -609 -14%
CW
575
CreativeOne Wealth
Kansas
$547K +$330K +2,215 +143%