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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
626
Briggs Advisory Group
Rhode Island
$718K -$36K -223 -5%
PCM
627
Parsons Capital Management
Rhode Island
$718K +$43.5K +269 +6%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$717K +$169K +1,045 +29%
IWA
629
Inspirion Wealth Advisors
Illinois
$717K
AC
630
AlphaCore Capital
California
$713K -$26.3K -163 -3%
HWM
631
Hohimer Wealth Management
Washington
$712K -$9.86K -61 -1%
PMFA
632
Plante Moran Financial Advisors
Michigan
$710K
WI
633
Wintrust Investments
Illinois
$708K +$19.9K +123 +3%
Chevy Chase Trust
634
Chevy Chase Trust
Maryland
$704K -$75.2K -465 -9%
EAMA
635
EFG Asset Management (Americas)
Florida
$697K +$190K +1,176 +35%
NCG
636
Newport Capital Group
New Jersey
$696K -$302K -1,869 -29%
GWS
637
Glassman Wealth Services
Virginia
$694K
MA
638
MKT Advisors
California
$693K
FMTC
639
Farmers & Merchants Trust Company
California
$692K -$16.2K -100 -2%
MSWM
640
McGlone Suttner Wealth Management
Wisconsin
$688K
FWA
641
FSM Wealth Advisors
Ohio
$688K
CTC
642
Central Trust Company
Missouri
$686K +$35.2K +218 +5%
ZF
643
Zhang Financial
Michigan
$684K -$78.9K -488 -10%
CRC
644
Curi RMB Capital
Illinois
$680K +$88.9K +550 +14%
PFA
645
Professional Financial Advisors
Nebraska
$674K -$7.43K -46 -1%
TSS
646
Two Sigma Securities
New York
$673K +$391K +2,417 +124%
SCI
647
S&CO Inc
Massachusetts
$669K
CST
648
Charles Schwab Trust
Nevada
$668K
IIA
649
IPG Investment Advisors
California
$666K +$12.1K +75 +2%
EWM
650
Empirical Wealth Management
Washington
$666K