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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
626
Blankinship & Foster
California
$731K -$14.1K -87 -2%
FA
627
Fiduciary Alliance
South Carolina
$726K +$4.53K +28 +0.6%
BAG
628
Briggs Advisory Group
Rhode Island
$718K -$36K -223 -5%
PCM
629
Parsons Capital Management
Rhode Island
$718K +$43.5K +269 +6%
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$717K +$169K +1,045 +29%
IWA
631
Inspirion Wealth Advisors
Illinois
$717K – – –
AC
632
AlphaCore Capital
California
$713K -$26.3K -163 -3%
HWM
633
Hohimer Wealth Management
Washington
$712K -$9.86K -61 -1%
PMFA
634
Plante Moran Financial Advisors
Michigan
$710K – – –
WI
635
Wintrust Investments
Illinois
$708K +$19.9K +123 +3%
Chevy Chase Trust
636
Chevy Chase Trust
Maryland
$704K -$75.2K -465 -9%
EAMA
637
EFG Asset Management (Americas)
Florida
$697K +$190K +1,176 +35%
NCG
638
Newport Capital Group
New Jersey
$696K -$302K -1,869 -29%
GWS
639
Glassman Wealth Services
Virginia
$694K – – –
MA
640
MKT Advisors
California
$693K – – –
FMTC
641
Farmers & Merchants Trust Company
California
$692K -$16.2K -100 -2%
MSWM
642
McGlone Suttner Wealth Management
Wisconsin
$688K – – –
FWA
643
FSM Wealth Advisors
Ohio
$688K – – –
CTC
644
Central Trust Company
Missouri
$686K +$35.2K +218 +5%
ZF
645
Zhang Financial
Michigan
$684K -$78.9K -488 -10%
CRC
646
Curi RMB Capital
Illinois
$680K +$88.9K +550 +14%
PFA
647
Professional Financial Advisors
Nebraska
$674K -$7.43K -46 -1%
TSS
648
Two Sigma Securities
New York
$673K +$391K +2,417 +124%
SCI
649
S&CO Inc
Massachusetts
$669K – – –
CST
650
Charles Schwab Trust
Nevada
$668K – – –