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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
551
Boenning & Scattergood
Pennsylvania
$845K +$304 +2 +0%
APSP
552
Asset Planning Services (Pennsylvania)
Pennsylvania
$844K -$11.4K -75 -1%
MWA
553
Monograph Wealth Advisors
California
$832K +$808K +5,311 New
NEPWA
554
New England Private Wealth Advisors
Massachusetts
$828K +$1.52K +10 +0.2%
CWM
555
Congress Wealth Management
Massachusetts
$828K +$804K +5,289 New
MFW
556
Meristem Family Wealth
Minnesota
$827K – – –
CGFA
557
Colton Groome Financial Advisors
North Carolina
$825K -$3.65K -24 -0.5%
MWM
558
Mission Wealth Management
California
$825K +$24.2K +159 +3%
PCA
559
Pallas Capital Advisors
Massachusetts
$824K -$18.4K -121 -2%
KA
560
Kovack Advisors
Florida
$824K +$7K +46 +0.9%
SIC
561
Sterling Investment Counsel
New York
$823K +$799K +5,256 New
SIC
562
Sigma Investment Counselors
Michigan
$819K -$46.2K -304 -5%
DI
563
Disciplined Investments
Oklahoma
$816K -$28.3K -186 -3%
FMTC
564
Farmers & Merchants Trust Company
California
$814K -$152K -1,000 -16%
SF
565
SBK Financial
Virginia
$804K +$781K +5,135 New
CRCM
566
Corbett Road Capital Management
Virginia
$803K -$147K -966 -16%
Cerity Partners
567
Cerity Partners
New York
$802K +$4.31M +28,361 +643%
IAIM
568
International Assets Investment Management
Florida
$797K -$50.5K -332 -6%
FT
569
Fiduciary Trust
Massachusetts
$795K – – –
IC
570
IEQ Capital
California
$792K -$7.6K -50 -1%
CAC
571
Certified Advisory Corp
Florida
$774K +$33K +217 +5%
GM
572
GeoWealth Management
Illinois
$773K -$18.1K -119 -2%
SFA
573
Source Financial Advisors
New York
$773K -$18.1K -119 -2%
CCP
574
Corient Capital Partners
California
$767K – – –
BAG
575
Briggs Advisory Group
Rhode Island
$766K +$744K +4,892 New