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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
601
Flagship Harbor Advisors
Massachusetts
$522K -$24K -163 -4%
BCP
602
Blue Chip Partners
Michigan
$521K +$147 +1 +0%
PWM
603
Perigon Wealth Management
California
$521K +$295 +2 +0.1%
KLI
604
Kelman-Lazarov Inc
Tennessee
$517K
JF
605
JSF Financial
California
$516K -$8.4K -57 -2%
FPW
606
Flagship Private Wealth
Massachusetts
$514K
SWA
607
Stratos Wealth Advisors
Ohio
$513K -$36.7K -249 -7%
LFG
608
Larson Financial Group
Missouri
$513K -$13.1K -89 -2%
AAP
609
Arax Advisory Partners
Colorado
$513K +$512K +3,477 New
FNBTCON
610
First National Bank & Trust Co of Newtown
Pennsylvania
$509K
PP
611
Professional Planning
California
$509K +$81.9K +556 +19%
TFA
612
TPG Financial Advisors
Oregon
$502K -$21.1K -143 -4%
GFP
613
Gryphon Financial Partners
Ohio
$500K
CCMD
614
Cypress Capital Management (Delaware)
Delaware
$499K
CWM
615
Cabot Wealth Management
Massachusetts
$497K -$3.09K -21 -0.6%
RC
616
RegentAtlantic Capital
New Jersey
$496K -$276K -1,872 -36%
HPWM
617
Highland Private Wealth Management
Washington
$496K
Wolverine Trading
618
Wolverine Trading
Illinois
$495K -$162K -1,097 -25%
OPA
619
Old Port Advisors
Maine
$495K -$103K -699 -17%
JIP
620
Jaffetilchin Investment Partners
Florida
$495K +$257K +1,742 +108%
SFWC
621
Strategic Family Wealth Counselors
New Jersey
$486K
CMO
622
Covenant Multifamily Offices
Texas
$484K +$17.7K +120 +4%
WA
623
WBH Advisory
Maryland
$481K +$589 +4 +0.1%
RHBC
624
R.H. Bluestein & Co
Michigan
$481K +$3.68K +25 +0.8%
BTWM
625
Baker Tilly Wealth Management
Wisconsin
$479K +$22.4K +152 +5%