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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
601
Wealth Dimensions Group
Ohio
$2.41M -$55.5K -265 -2%
USCWA
602
U.S. Capital Wealth Advisors
Texas
$2.39M +$1.22M +5,844 +108%
RBC
603
Roble Belko & Company
Pennsylvania
$2.38M – – –
SAM
604
Smartleaf Asset Management
Massachusetts
$2.37M +$87.2K +416 +4%
YWM
605
Yukon Wealth Management
Kansas
$2.36M +$268K +1,278 +14%
BBHC
606
Brown Brothers Harriman & Co
New York
$2.35M – – –
Bessemer Group
607
Bessemer Group
New Jersey
$2.32M +$324K +1,547 +16%
CAG
608
Crestwood Advisors Group
Massachusetts
$2.31M +$17.2K +82 +0.8%
G
609
GenTrust
Florida
$2.31M – – –
SDWMA
610
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.31M – – –
WAP
611
Wealthcare Advisory Partners
Pennsylvania
$2.3M +$464K +2,216 +26%
Fisher Asset Management
612
Fisher Asset Management
Washington
$2.3M +$293K +1,400 +15%
CFG
613
Cassilly Financial Group
Maryland
$2.29M +$2.27M +10,816 New
TWCA
614
Two West Capital Advisors
Kansas
$2.29M +$789K +3,764 +53%
TIM
615
Total Investment Management
Arizona
$2.29M -$29.1K -139 -1%
Point72 Asset Management
616
Point72 Asset Management
Connecticut
$2.29M +$2.26M +10,798 New
MB
617
MidFirst Bank
Oklahoma
$2.28M +$2.25M +10,757 New
MWM
618
Marietta Wealth Management
Georgia
$2.28M -$21K -100 -0.9%
HP
619
Holistic Planning
Texas
$2.27M +$74.4K +355 +3%
UAG
620
United Advisor Group
Ohio
$2.25M +$98.9K +472 +5%
HH
621
Hilltop Holdings
Texas
$2.24M +$137K +653 +7%
DBIA
622
Dumont & Blake Investment Advisors
New Jersey
$2.24M -$46.1K -220 -2%
ACA
623
Aptus Capital Advisors
Alabama
$2.23M +$45.9K +219 +2%
SIC
624
Sterling Investment Counsel
New York
$2.22M +$838 +4 +0%
FFO
625
Fortitude Family Office
Arizona
$2.21M +$20.7K +99 +1%