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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
626
Vontobel Holding
Switzerland
$721K +$718K +4,753 New
WI
627
Wintrust Investments
Illinois
$711K +$100K +663 +16%
FA
628
Fiduciary Alliance
South Carolina
$709K +$3.33K +22 +0.5%
1WM
629
1900 Wealth Management
Texas
$702K -$417K -2,762 -37%
PMFA
630
Plante Moran Financial Advisors
Michigan
$701K +$402K +2,659 +136%
FMTC
631
Farmers & Merchants Trust Company
California
$698K -$149K -987 -18%
CAI
632
Capital Advisors Inc
Oklahoma
$690K -$9.82K -65 -1%
BFAG
633
Blackston Financial Advisory Group
Florida
$689K -$69.5K -460 -9%
GWS
634
Glassman Wealth Services
Virginia
$684K -$9.97K -66 -1%
RWA
635
Ropes Wealth Advisors
Massachusetts
$684K +$302 +2 +0%
MA
636
MKT Advisors
California
$682K
MMHP
637
Murphy Middleton Hinkle & Parker
Georgia
$680K
MSWM
638
McGlone Suttner Wealth Management
Wisconsin
$679K
FWA
639
FSM Wealth Advisors
Ohio
$674K
SWA
640
Stratos Wealth Advisors
Ohio
$673K -$12.8K -85 -2%
HWM
641
Hohimer Wealth Management
Washington
$673K -$46.9M -310,144 -99%
OWA
642
One Wealth Advisors
California
$672K -$311K -2,059 -32%
KWMG
643
King Wealth Management Group
Florida
$671K
KA
644
Kovack Advisors
Florida
$668K -$5.89K -39 -0.9%
PCM
645
Parsons Capital Management
Rhode Island
$668K -$1.81K -12 -0.3%
MSA
646
Marino Stram & Associates
Massachusetts
$664K -$316K -2,093 -32%
SCI
647
S&CO Inc
Massachusetts
$660K
TSS
648
Two Sigma Securities
New York
$659K +$657K +4,345 New
CST
649
Charles Schwab Trust
Nevada
$659K
AL
650
Aspiriant LLC
California
$657K -$187K -1,239 -22%