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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
651
Arete Wealth Advisors
Illinois
$880K +$279K +1,735 +52%
CCM
652
Coldstream Capital Management
Washington
$877K -$2.09K -13 -0.3%
HFS
653
Heritage Financial Services
Massachusetts
$877K +$313K +1,947 +63%
JFG
654
JMG Financial Group
Illinois
$876K +$230K +1,430 +40%
MCM
655
MidAtlantic Capital Management
Virginia
$871K +$805K +5,008 New
NFW
656
Noble Family Wealth
Florida
$869K
NEPWA
657
New England Private Wealth Advisors
Massachusetts
$869K +$2.73K +17 +0.3%
RBFC
658
Roman Butler Fullerton & Co
Missouri
$863K +$794K +4,941 New
OCBCO
659
Oversea-Chinese Banking Corp (OCBC)
Singapore
$862K
LWANC
660
Laurel Wealth Advisors (North Carolina)
North Carolina
$853K -$96.1K -598 -11%
NSB
661
Norway Savings Bank
Maine
$849K -$34.6K -215 -4%
PA
662
Prism Advisors
California
$846K
PWA
663
Provenance Wealth Advisors
Florida
$842K -$482 -3 -0.1%
HCM
664
Highview Capital Management
Illinois
$836K
SC
665
Scotia Capital
Ontario, Canada
$836K -$5.14K -32 -0.7%
FA
666
Fiduciary Alliance
South Carolina
$829K +$7.55K +47 +1%
HIM
667
Hanlon Investment Management
New Jersey
$829K -$14.3K -89 -2%
Vontobel Holding
668
Vontobel Holding
Switzerland
$827K
LWM
669
Lakeridge Wealth Management
Ohio
$822K +$760K +4,728 New
1CP
670
17 Capital Partners
Arizona
$822K +$760K +4,727 New
ITB
671
Idaho Trust Bank
Idaho
$819K -$317K -1,974 -30%
JIC
672
Joel Isaacson & Co
New York
$819K +$87.1K +542 +13%
IWA
673
Inspirion Wealth Advisors
Illinois
$816K +$1.45K +9 +0.2%
IIC
674
Integrated Investment Consultants
Michigan
$814K -$56.6K -352 -7%
BF
675
Blankinship & Foster
California
$811K -$14K -87 -2%