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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
626
Hopwood Financial Services
Virginia
$1.75M – – –
PA
627
Procyon Advisors
Connecticut
$1.74M -$931 -5 -0.1%
TFG
628
Taylor Financial Group
Virginia
$1.71M +$52.2K +280 +3%
Vanguard Personalized Indexing Management
629
Vanguard Personalized Indexing Management
California
$1.71M -$64.8K -348 -4%
RCM
630
Raleigh Capital Management
North Carolina
$1.67M +$237K +1,272 +18%
BWM
631
BigSur Wealth Management
Florida
$1.66M – – –
EAM
632
Empirical Asset Management
Massachusetts
$1.66M +$41.7K +224 +3%
HFS
633
Heritage Financial Services
Massachusetts
$1.65M +$19.7K +106 +1%
AL
634
Aspiriant LLC
California
$1.65M +$782K +4,198 +99%
IWC
635
Infinity Wealth Counsel
Ohio
$1.64M – – –
HSA
636
HBK Sorce Advisory
Pennsylvania
$1.64M -$28.5K -153 -2%
PTC
637
Private Trust Company
Ohio
$1.63M +$87.7K +471 +6%
PA
638
Pinnacle Associates
New York
$1.63M +$11.5K +62 +0.8%
AF
639
Advisornet Financial
Minnesota
$1.62M +$22K +118 +1%
SFPG
640
Stonebridge Financial Planning Group
Florida
$1.62M +$186 +1 +0%
Koshinski Asset Management
641
Koshinski Asset Management
Illinois
$1.62M -$77.7K -417 -5%
GT
642
Glenview Trust
Kentucky
$1.61M -$30.7K -165 -2%
AA
643
Armis Advisers
Georgia
$1.61M +$523K +2,808 +52%
LF
644
Lee Financial
Texas
$1.61M -$162K -868 -10%
FFM
645
Forum Financial Management
Illinois
$1.6M – – –
PSA
646
Plum Street Advisors
Louisiana
$1.6M – – –
EIA
647
Eldridge Investment Advisors
New Hampshire
$1.6M -$15.6K -84 -1%
RWM
648
Rialto Wealth Management
New York
$1.59M – – –
WFA
649
Woodward Financial Advisors
North Carolina
$1.59M -$5.03K -27 -0.3%
D
650
Dentgroup
Louisiana
$1.58M +$642K +3,444 +74%