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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AB
601
Atlas Brown
Kentucky
$525K +$10.5K +71 +2%
FHA
602
Flagship Harbor Advisors
Massachusetts
$522K -$24K -163 -4%
BCP
603
Blue Chip Partners
Michigan
$521K +$147 +1 +0%
PWM
604
Perigon Wealth Management
California
$521K +$295 +2 +0.1%
KLI
605
Kelman-Lazarov Inc
Tennessee
$517K – – –
JF
606
JSF Financial
California
$516K -$8.4K -57 -2%
FPW
607
Flagship Private Wealth
Massachusetts
$514K – – –
SWA
608
Stratos Wealth Advisors
Ohio
$513K -$36.7K -249 -7%
LFG
609
Larson Financial Group
Missouri
$513K -$13.1K -89 -2%
AAP
610
Arax Advisory Partners
Colorado
$513K +$512K +3,477 New
FNBTCON
611
First National Bank & Trust Co of Newtown
Pennsylvania
$509K – – –
PP
612
Professional Planning
California
$509K +$81.9K +556 +19%
TFA
613
TPG Financial Advisors
Oregon
$502K -$21.1K -143 -4%
GFP
614
Gryphon Financial Partners
Ohio
$500K – – –
CCMD
615
Cypress Capital Management (Delaware)
Delaware
$499K – – –
CWM
616
Cabot Wealth Management
Massachusetts
$497K -$3.09K -21 -0.6%
RC
617
RegentAtlantic Capital
New Jersey
$496K -$276K -1,872 -36%
HPWM
618
Highland Private Wealth Management
Washington
$496K – – –
Wolverine Trading
619
Wolverine Trading
Illinois
$495K -$162K -1,097 -25%
OPA
620
Old Port Advisors
Maine
$495K -$103K -699 -17%
JIP
621
Jaffetilchin Investment Partners
Florida
$495K +$257K +1,742 +108%
SFWC
622
Strategic Family Wealth Counselors
New Jersey
$486K – – –
CMO
623
Covenant Multifamily Offices
Texas
$484K +$17.7K +120 +4%
WA
624
WBH Advisory
Maryland
$481K +$589 +4 +0.1%
RHBC
625
R.H. Bluestein & Co
Michigan
$481K +$3.68K +25 +0.8%