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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOA
601
Birnam Oak Advisors
New York
$1.91M – – –
AWM
602
Able Wealth Management
New Jersey
$1.9M -$30K -155 -2%
WA
603
WBH Advisory
Maryland
$1.9M -$104K -539 -5%
SI
604
Stephens Inc
Arkansas
$1.87M +$21.3K +110 +1%
AWA
605
Alta Wealth Advisors
Massachusetts
$1.86M -$1.04M -5,356 -35%
S
606
Sachetta
Massachusetts
$1.85M -$4.06K -21 -0.2%
EWA
607
ERTS Wealth Advisors
Michigan
$1.85M -$442K -2,286 -19%
NFP
608
NorthLanding Financial Partners
New York
$1.84M -$32.5K -168 -2%
IWM
609
Iams Wealth Management
Nebraska
$1.84M +$82.8K +428 +5%
Bessemer Group
610
Bessemer Group
New Jersey
$1.81M +$74.5K +385 +4%
BWP
611
Bernardo Wealth Planning
Pennsylvania
$1.81M – – –
HH
612
Hilltop Holdings
Texas
$1.8M +$166K +860 +10%
TCA
613
Transcend Capital Advisors
New Jersey
$1.79M +$266K +1,375 +17%
CCM
614
Coldstream Capital Management
Washington
$1.79M +$564K +2,916 +45%
KBFS
615
Kohmann Bosshard Financial Services
Ohio
$1.77M – – –
RG
616
Rathbones Group
United Kingdom
$1.76M +$70.4K +364 +4%
PIMG
617
Patriot Investment Management Group
Tennessee
$1.76M -$3.48K -18 -0.2%
LF
618
Lee Financial
Texas
$1.74M -$75.1K -388 -4%
TWP
619
Total Wealth Planning
Ohio
$1.73M -$221K -1,142 -11%
PWAM
620
Private Wealth Asset Management
Iowa
$1.73M +$1.76M +9,085 New
Vanguard Personalized Indexing Management
621
Vanguard Personalized Indexing Management
California
$1.73M +$364K +1,880 +26%
UAG
622
United Advisor Group
Ohio
$1.73M +$89.2K +461 +5%
WS
623
Wedbush Securities
California
$1.73M +$439K +2,268 +33%
BIG
624
Brookwood Investment Group
Arizona
$1.71M +$1.74M +8,984 New
HFS
625
Hopwood Financial Services
Virginia
$1.7M – – –