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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
626
Inspirion Wealth Advisors
Illinois
$723K -$32.9K -218 -4%
CWP
627
Corepath Wealth Partners
Arizona
$722K +$146K +965 +26%
Vontobel Holding
628
Vontobel Holding
Switzerland
$721K +$718K +4,753 New
WI
629
Wintrust Investments
Illinois
$711K +$100K +663 +16%
FA
630
Fiduciary Alliance
South Carolina
$709K +$3.33K +22 +0.5%
1WM
631
1900 Wealth Management
Texas
$702K -$417K -2,762 -37%
PMFA
632
Plante Moran Financial Advisors
Michigan
$701K +$402K +2,659 +136%
FMTC
633
Farmers & Merchants Trust Company
California
$698K -$149K -987 -18%
CAI
634
Capital Advisors Inc
Oklahoma
$690K -$9.82K -65 -1%
BFAG
635
Blackston Financial Advisory Group
Florida
$689K -$69.5K -460 -9%
GWS
636
Glassman Wealth Services
Virginia
$684K -$9.97K -66 -1%
RWA
637
Ropes Wealth Advisors
Massachusetts
$684K +$302 +2 +0%
MA
638
MKT Advisors
California
$682K – – –
MMHP
639
Murphy Middleton Hinkle & Parker
Georgia
$680K – – –
MSWM
640
McGlone Suttner Wealth Management
Wisconsin
$679K – – –
FWA
641
FSM Wealth Advisors
Ohio
$674K – – –
SWA
642
Stratos Wealth Advisors
Ohio
$673K -$12.8K -85 -2%
HWM
643
Hohimer Wealth Management
Washington
$673K -$46.9M -310,144 -99%
OWA
644
One Wealth Advisors
California
$672K -$311K -2,059 -32%
KWMG
645
King Wealth Management Group
Florida
$671K – – –
KA
646
Kovack Advisors
Florida
$668K -$5.89K -39 -0.9%
PCM
647
Parsons Capital Management
Rhode Island
$668K -$1.81K -12 -0.3%
MSA
648
Marino Stram & Associates
Massachusetts
$664K -$316K -2,093 -32%
SCI
649
S&CO Inc
Massachusetts
$660K – – –
TSS
650
Two Sigma Securities
New York
$659K +$657K +4,345 New