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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
576
Patton Albertson Miller Group
Tennessee
$705K +$142 +1 +0%
WFA
577
Wipfli Financial Advisors
Wisconsin
$704K +$377K +2,658 +94%
PCS
578
Personal CFO Solutions
New Jersey
$696K +$117K +827 +18%
1WM
579
1900 Wealth Management
Texas
$694K -$135K -951 -15%
IWA
580
Inspirion Wealth Advisors
Illinois
$691K -$55K -388 -7%
CC
581
Chicago Capital
Illinois
$684K
MWA
582
Monograph Wealth Advisors
California
$683K
SAM
583
Summit Asset Management
Tennessee
$681K -$16.9K -119 -2%
SYBT
584
Stock Yards Bank & Trust
Kentucky
$673K
FMTC
585
Farmers & Merchants Trust Company
California
$668K
ICG
586
InterOcean Capital Group
Tennessee
$667K -$638K -4,500 -46%
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$667K
WAP
588
Wealthcare Advisory Partners
Pennsylvania
$663K +$118K +835 +19%
SF
589
SBK Financial
Virginia
$660K -$12.2K -86 -2%
RDFA
590
Ritter Daniher Financial Advisory
Ohio
$659K +$295K +2,082 +68%
3LCM
591
3D/L Capital Management
Connecticut
$655K +$5.1K +36 +0.7%
BFO
592
Boston Family Office
Massachusetts
$654K
FT
593
Fiduciary Trust
Massachusetts
$640K
CT
594
Cambridge Trust
Massachusetts
$637K -$844K -5,955 -55%
Chevy Chase Trust
595
Chevy Chase Trust
Maryland
$637K +$703K +4,961 New
NEPWA
596
New England Private Wealth Advisors
Massachusetts
$636K -$708 -5 -0.1%
MMHP
597
Murphy Middleton Hinkle & Parker
Georgia
$632K -$4.11K -29 -0.6%
MCC
598
Money Concepts Capital
Florida
$631K -$38.7K -273 -5%
BAG
599
Briggs Advisory Group
Rhode Island
$629K
PA
600
Prism Advisors
California
$626K