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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
651
Independent Financial Group
California
$692K +$108K +705 +20%
CS
652
Capital Square
Tennessee
$691K – – –
IIA
653
IPG Investment Advisors
California
$686K +$131K +849 +25%
CTC
654
Central Trust Company
Missouri
$684K – – –
H
655
HoyleCohen
California
$671K – – –
MA
656
MCF Advisors
Kentucky
$670K – – –
CPA
657
Capital Planning Advisors
California
$669K – – –
VVP
658
Venture Visionary Partners
Ohio
$668K -$13.5K -88 -2%
CWM
659
ClientFirst Wealth Management
Arkansas
$666K – – –
CBFP
660
Cedar Brook Financial Partners
Ohio
$665K -$13.2K -86 -2%
GIM
661
Goelzer Investment Management
Indiana
$660K +$630K +4,093 New
BBVA
662
Banco Bilbao Vizcaya Argentaria
Spain
$659K -$25.2M -163,917 -98%
CST
663
Charles Schwab Trust
Nevada
$658K – – –
MPCG
664
Matrix Private Capital Group
New York
$657K – – –
SW
665
SVB Wealth
Massachusetts
$641K -$781K -5,078 -56%
BP
666
BBR Partners
New York
$638K +$609K +3,961 New
NW
667
Naviter Wealth
Arkansas
$637K +$608K +3,951 New
CWP
668
Corepath Wealth Partners
Arizona
$635K -$130K -843 -18%
MMHP
669
Murphy Middleton Hinkle & Parker
Georgia
$629K -$89.2K -580 -13%
WTC
670
WhitTier Trust Company
Nevada
$624K – – –
CRC
671
Curi RMB Capital
Illinois
$623K +$595K +3,868 New
CG
672
Caprock Group
Idaho
$623K +$594K +3,863 New
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$622K +$363K +2,360 +157%
WP
674
Westmount Partners
California
$620K +$3.38K +22 +0.6%
S
675
SignatureFD
Georgia
$620K – – –