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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
576
Trilogy Capital
California
$1.62M +$95.3K +523 +6%
EAM
577
Empirical Asset Management
Massachusetts
$1.61M +$1.61M +8,828 New
BIG
578
Bush Investment Group
Georgia
$1.59M +$55.6K +305 +4%
ONB
579
Old National Bancorp
Indiana
$1.59M -$247K -1,356 -13%
WAP
580
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$101K +557 +7%
CB
581
Commerce Bank
Missouri
$1.58M – – –
ACM
582
Advisors Capital Management
New Jersey
$1.57M -$60.3K -331 -4%
FFM
583
Forum Financial Management
Illinois
$1.56M +$13.7K +75 +0.9%
OA
584
Operose Advisors
Wisconsin
$1.56M – – –
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$1.56M +$231K +1,268 +17%
BWM
586
BigSur Wealth Management
Florida
$1.55M – – –
HFS
587
Heritage Financial Services
Massachusetts
$1.54M -$182 -1 -0%
SFPG
588
Stonebridge Financial Planning Group
Florida
$1.53M +$18.2K +100 +1%
VWM
589
Venturi Wealth Management
Texas
$1.53M -$45.2K -248 -3%
EIA
590
Eldridge Investment Advisors
New Hampshire
$1.51M +$10K +55 +0.7%
MFT
591
Moisand Fitzgerald Tamayo
Florida
$1.51M -$61.4K -337 -4%
TCA
592
Transcend Capital Advisors
New Jersey
$1.51M -$3.46K -19 -0.2%
BFG
593
Bleakley Financial Group
New Jersey
$1.51M -$13.3K -73 -0.9%
MWM
594
Modern Wealth Management
Kansas
$1.5M -$60.5M -332,343 -98%
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$1.5M -$24.6K -135 -2%
EWM
596
Empirical Wealth Management
Washington
$1.5M +$820K +4,500 +121%
HWM
597
HighMark Wealth Management
Minnesota
$1.49M +$10.2K +56 +0.7%
HIM
598
Hanlon Investment Management
New Jersey
$1.49M +$31.7K +174 +2%
FWM
599
Fonville Wealth Management
Virginia
$1.48M -$20.8K -114 -1%
WFA
600
Woodward Financial Advisors
North Carolina
$1.48M – – –