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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
601
Forum Financial Management
Illinois
$1.59M -$13.3K -75 -0.9%
BWM
602
BigSur Wealth Management
Florida
$1.59M – – –
BIG
603
Bush Investment Group
Georgia
$1.58M +$32.2K +181 +2%
Bank of Nova Scotia
604
Bank of Nova Scotia
Ontario, Canada
$1.58M +$1.02M +5,753 +214%
HFS
605
Heritage Financial Services
Massachusetts
$1.58M +$603K +3,393 +67%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$1.57M +$6.4K +36 +0.4%
TC
607
Trilogy Capital
California
$1.56M +$119K +670 +9%
BFG
608
Bleakley Financial Group
New Jersey
$1.56M -$51.4K -289 -3%
SFPG
609
Stonebridge Financial Planning Group
Florida
$1.55M -$17.8K -100 -1%
TCA
610
Transcend Capital Advisors
New Jersey
$1.55M +$1.13M +6,355 +327%
EIA
611
Eldridge Investment Advisors
New Hampshire
$1.54M +$13.3K +75 +0.9%
FWM
612
Fonville Wealth Management
Virginia
$1.54M -$18.3K -103 -1%
WAP
613
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$242K +1,363 +20%
CWC
614
Carolinas Wealth Consulting
North Carolina
$1.53M +$217K +1,221 +18%
BP
615
Ballentine Partners
Massachusetts
$1.53M -$97.2K -547 -6%
HWM
616
HighMark Wealth Management
Minnesota
$1.52M -$75.4K -424 -5%
TCWA
617
Turtle Creek Wealth Advisors
Texas
$1.52M -$2.49K -14 -0.2%
RA
618
Rational Advisors
New York
$1.52M -$541K -3,043 -27%
WFA
619
Woodward Financial Advisors
North Carolina
$1.51M – – –
BCA
620
Bay Colony Advisors
Massachusetts
$1.5M -$11K -62 -0.8%
HIC
621
Hartline Investment Corp
Illinois
$1.5M +$1.43M +8,038 New
HIM
622
Hanlon Investment Management
New Jersey
$1.5M +$577K +3,244 +68%
RFP
623
RCS Financial Planning
Maryland
$1.49M +$1.42M +8,003 New
FLPIM
624
F.L. Putnam Investment Management
Massachusetts
$1.48M +$1.02M +5,722 +261%
CW
625
Connectus Wealth
Ohio
$1.47M -$180K -1,014 -11%