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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
551
Monograph Wealth Advisors
California
$832K +$808K +5,311 New
NEPWA
552
New England Private Wealth Advisors
Massachusetts
$828K +$1.52K +10 +0.2%
CWM
553
Congress Wealth Management
Massachusetts
$828K +$804K +5,289 New
MFW
554
Meristem Family Wealth
Minnesota
$827K
CGFA
555
Colton Groome Financial Advisors
North Carolina
$825K -$3.65K -24 -0.5%
MWM
556
Mission Wealth Management
California
$825K +$24.2K +159 +3%
PCA
557
Pallas Capital Advisors
Massachusetts
$824K -$18.4K -121 -2%
KA
558
Kovack Advisors
Florida
$824K +$7K +46 +0.9%
SIC
559
Sterling Investment Counsel
New York
$823K +$799K +5,256 New
SIC
560
Sigma Investment Counselors
Michigan
$819K -$46.2K -304 -5%
DI
561
Disciplined Investments
Oklahoma
$816K -$28.3K -186 -3%
FMTC
562
Farmers & Merchants Trust Company
California
$814K -$152K -1,000 -16%
SF
563
SBK Financial
Virginia
$804K +$781K +5,135 New
CRCM
564
Corbett Road Capital Management
Virginia
$803K -$147K -966 -16%
Cerity Partners
565
Cerity Partners
New York
$802K +$4.31M +28,361 +643%
IAIM
566
International Assets Investment Management
Florida
$797K -$50.5K -332 -6%
FT
567
Fiduciary Trust
Massachusetts
$795K
IC
568
IEQ Capital
California
$792K -$7.6K -50 -1%
CAC
569
Certified Advisory Corp
Florida
$774K +$33K +217 +5%
GM
570
GeoWealth Management
Illinois
$773K -$18.1K -119 -2%
SFA
571
Source Financial Advisors
New York
$773K -$18.1K -119 -2%
CCP
572
Corient Capital Partners
California
$767K
BAG
573
Briggs Advisory Group
Rhode Island
$766K +$744K +4,892 New
PA
574
Prism Advisors
California
$762K
RIA
575
Regal Investment Advisors
Michigan
$756K +$101K +664 +16%