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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
651
First Foundation Advisors
California
-$333K -2,918 Closed
HPWM
652
Highland Private Wealth Management
Washington
-$328K -2,873 Closed
KFGK
653
Keystone Financial Group (Kentucky)
Kentucky
-$411K -2,837 Closed
PAS
654
Partnervest Advisory Services
California
-$284K -2,490 Closed
OC
655
Oarsman Capital
Wisconsin
-$253K -2,218 Closed
BPC
656
Banque Pictet & Cie
Switzerland
-$228K -2,000 Closed
PNAA
657
Pictet North America Advisors
Switzerland
-$228K -2,000 Closed
AAM
658
Aureus Asset Management
Massachusetts
-$228K -1,994 Closed
SE
659
Summit Equities
New Jersey
-$219K -1,915 Closed
UWPG
660
Ullmann Wealth Partners Group
Florida
-$210K -1,841 Closed
GLA
661
Good Life Advisors
Pennsylvania
-$213K -1,837 Closed
FNT
662
First National Trust
Pennsylvania
-$207K -1,809 Closed
CBN
663
Cadence Bank NA
Texas
-$201K -1,758 Closed
RFM
664
Royal Fund Management
Florida
-$140K -1,230 Closed
STA
665
Summit Trail Advisors
New York
-$127K -1,110 Closed
PWM
666
Paulson Wealth Management
Illinois
-$89K -780 Closed
FFG
667
Ford Financial Group
California
-$80K -695 Closed
KFA
668
Kabarec Financial Advisors
Illinois
-$22K -193 Closed
BAM
669
Brave Asset Management
New Jersey
-$19K -162 Closed
FGC
670
Financial Gravity Companies
Texas
-$13K -109 Closed
TC
671
Telemus Capital
Michigan
-$11K -100 Closed
KJWM
672
Kiley Juergens Wealth Management
Washington
-$4K -37 Closed
NPC
673
National Planning Corporation
California
-$3.56K -31 Closed
IP
674
Isthmus Partners
Wisconsin
-$2K -15 Closed