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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
626
Bessemer Group
New Jersey
$1.74M
SAW
627
Signal Advisors Wealth
Michigan
$1.73M -$768K -3,874 -30%
TFG
628
Taylor Financial Group
Virginia
$1.72M
FW
629
FullCircle Wealth
Texas
$1.72M +$193K +971 +13%
PA
630
Procyon Advisors
Connecticut
$1.72M -$40.9K -206 -2%
EFS
631
Essex Financial Services
Connecticut
$1.71M +$188K +949 +12%
OCM
632
Objective Capital Management
Ohio
$1.71M -$776K -3,912 -30%
FWP
633
Forefront Wealth Partners
Texas
$1.71M +$1.78M +8,965 New
DL
634
DOHJ LLC
Washington
$1.71M -$4.72M -23,801 -73%
HFS
635
Hopwood Financial Services
Virginia
$1.71M +$1.77M +8,943 New
RG
636
Rathbones Group
United Kingdom
$1.7M +$215K +1,086 +14%
Koshinski Asset Management
637
Koshinski Asset Management
Illinois
$1.68M +$399K +2,013 +30%
OSAM
638
O'Shaughnessy Asset Management
Connecticut
$1.68M +$33.1K +167 +2%
UAG
639
United Advisor Group
Ohio
$1.65M -$13.1K -66 -0.8%
BCA
640
Bay Colony Advisors
Massachusetts
$1.64M +$174K +876 +11%
HH
641
Hilltop Holdings
Texas
$1.64M +$108K +547 +7%
BFG
642
Bleakley Financial Group
New Jersey
$1.64M +$98.4K +496 +6%
BWM
643
BigSur Wealth Management
Florida
$1.62M
FFM
644
Forum Financial Management
Illinois
$1.62M -$19.2K -97 -1%
SFPG
645
Stonebridge Financial Planning Group
Florida
$1.61M +$30.1K +152 +2%
IWC
646
Infinity Wealth Counsel
Ohio
$1.6M +$1.67M +8,399 New
WIA
647
World Investment Advisors
California
$1.6M -$20.6M -103,915 -93%
BP
648
Ballentine Partners
Massachusetts
$1.6M +$13.1K +66 +0.8%
WAP
649
Wealthcare Advisory Partners
Pennsylvania
$1.6M -$40.9K -206 -2%
HFS
650
Heritage Financial Services
Massachusetts
$1.6M -$7.74K -39 -0.5%