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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
626
Highview Capital Management
Illinois
$779K -$107K -694 -13%
AC
627
AlphaCore Capital
California
$770K +$531K +3,450 +260%
Vontobel Holding
628
Vontobel Holding
Switzerland
$766K – – –
FA
629
Fiduciary Alliance
South Carolina
$756K +$2.46K +16 +0.3%
HWM
630
Hohimer Wealth Management
Washington
$756K +$38.9K +253 +6%
MA
631
MKT Advisors
California
$754K – – –
IWA
632
Inspirion Wealth Advisors
Illinois
$751K -$16.3K -106 -2%
CAI
633
Capital Advisors Inc
Oklahoma
$745K +$11.7K +76 +2%
PMFA
634
Plante Moran Financial Advisors
Michigan
$744K – – –
FMTC
635
Farmers & Merchants Trust Company
California
$741K – – –
DAS
636
Dynamic Advisor Solutions
Arizona
$740K +$152K +988 +27%
AL
637
Aspiriant LLC
California
$731K +$31.7K +206 +5%
GWS
638
Glassman Wealth Services
Virginia
$727K – – –
FWA
639
FSM Wealth Advisors
Ohio
$726K +$4.77K +31 +0.7%
WI
640
Wintrust Investments
Illinois
$722K -$31.2K -203 -4%
MSWM
641
McGlone Suttner Wealth Management
Wisconsin
$721K – – –
MG
642
Mather Group
Illinois
$717K +$25.1K +163 +4%
PFA
643
Professional Financial Advisors
Nebraska
$713K +$681K +4,425 New
Wolverine Trading
644
Wolverine Trading
Illinois
$711K -$173K -1,126 -20%
PCM
645
Parsons Capital Management
Rhode Island
$709K – – –
MSA
646
Marino Stram & Associates
Massachusetts
$706K +$154 +1 +0%
SCI
647
S&CO Inc
Massachusetts
$701K – – –
BWP
648
Balboa Wealth Partners
Arizona
$701K +$389K +2,527 +139%
EWM
649
Empirical Wealth Management
Washington
$698K +$9.85K +64 +2%
GFA
650
Gallagher Fiduciary Advisors
Illinois
$696K +$6.77K +44 +1%