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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
$766K
FA
627
Fiduciary Alliance
South Carolina
$756K +$2.46K +16 +0.3%
HWM
628
Hohimer Wealth Management
Washington
$756K +$38.9K +253 +6%
MA
629
MKT Advisors
California
$754K
IWA
630
Inspirion Wealth Advisors
Illinois
$751K -$16.3K -106 -2%
CAI
631
Capital Advisors Inc
Oklahoma
$745K +$11.7K +76 +2%
PMFA
632
Plante Moran Financial Advisors
Michigan
$744K
FMTC
633
Farmers & Merchants Trust Company
California
$741K
DAS
634
Dynamic Advisor Solutions
Arizona
$740K +$152K +988 +27%
AL
635
Aspiriant LLC
California
$731K +$31.7K +206 +5%
GWS
636
Glassman Wealth Services
Virginia
$727K
FWA
637
FSM Wealth Advisors
Ohio
$726K +$4.77K +31 +0.7%
WI
638
Wintrust Investments
Illinois
$722K -$31.2K -203 -4%
MSWM
639
McGlone Suttner Wealth Management
Wisconsin
$721K
MG
640
Mather Group
Illinois
$717K +$25.1K +163 +4%
PFA
641
Professional Financial Advisors
Nebraska
$713K +$681K +4,425 New
Wolverine Trading
642
Wolverine Trading
Illinois
$711K -$173K -1,126 -20%
PCM
643
Parsons Capital Management
Rhode Island
$709K
MSA
644
Marino Stram & Associates
Massachusetts
$706K +$154 +1 +0%
SCI
645
S&CO Inc
Massachusetts
$701K
BWP
646
Balboa Wealth Partners
Arizona
$701K +$389K +2,527 +139%
EWM
647
Empirical Wealth Management
Washington
$698K +$9.85K +64 +2%
GFA
648
Gallagher Fiduciary Advisors
Illinois
$696K +$6.77K +44 +1%
IFG
649
Independent Financial Group
California
$692K +$108K +705 +20%
CS
650
Capital Square
Tennessee
$691K