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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
576
Wolverine Trading
Illinois
$813K +$325K +2,114 +70%
FMTC
577
Farmers & Merchants Trust Company
California
$810K
IAIM
578
International Assets Investment Management
Florida
$810K +$17.9K +116 +2%
Cerity Partners
579
Cerity Partners
New York
$807K +$1.2M +7,796 +24%
PCA
580
Pallas Capital Advisors
Massachusetts
$802K -$42.8K -278 -5%
SF
581
SBK Financial
Virginia
$800K
AWA
582
Arete Wealth Advisors
Illinois
$800K +$198K +1,284 +33%
BFO
583
Boston Family Office
Massachusetts
$792K -$53.9K -350 -6%
JIP
584
Jaffetilchin Investment Partners
Florida
$790K +$291K +1,889 +53%
SEM
585
Strategic Equity Management
Arizona
$790K +$385K +2,505 +98%
MLICM
586
Metropolitan Life Insurance Company (MetLife)
New York
$779K -$262K -1,700 -25%
FT
587
Fiduciary Trust
Massachusetts
$777K -$13.8K -90 -2%
RWA
588
Redhawk Wealth Advisors
Minnesota
$777K +$768K +4,988 New
MMHP
589
Murphy Middleton Hinkle & Parker
Georgia
$775K +$34K +221 +5%
NEPWA
590
New England Private Wealth Advisors
Massachusetts
$773K -$49.9K -324 -6%
CGFA
591
Colton Groome Financial Advisors
North Carolina
$770K -$48.9K -318 -6%
PWPS
592
Pinnacle Wealth Planning Services
Ohio
$768K +$329K +2,140 +77%
TP
593
Tranquility Partners
Tennessee
$767K +$166K +1,080 +28%
CCP
594
Corient Capital Partners
California
$763K
BAG
595
Briggs Advisory Group
Rhode Island
$762K
PA
596
Prism Advisors
California
$758K
SFA
597
Source Financial Advisors
New York
$757K -$12.2K -79 -2%
GM
598
GeoWealth Management
Illinois
$756K -$12.2K -79 -2%
BDF
599
Balasa Dinverno & Foltz
$749K
LWCFA
600
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$748K -$255K -1,660 -26%