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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
651
AWM Capital
Arizona
$1.47M – – –
LBC
652
Lowe Brockenbrough & Co
Virginia
$1.46M – – –
CCM
653
Coldstream Capital Management
Washington
$1.45M -$89.1K -469 -6%
Vanguard Personalized Indexing Management
654
Vanguard Personalized Indexing Management
California
$1.44M -$26.8K -141 -2%
ICP
655
Interchange Capital Partners
Pennsylvania
$1.44M -$33.1K -174 -2%
SWA
656
SOA Wealth Advisors
New York
$1.44M +$1.52K +8 +0.1%
JSW
657
Journey Strategic Wealth
New Jersey
$1.44M +$72K +379 +5%
BA
658
Bristlecone Advisors
Washington
$1.44M +$6.27K +33 +0.5%
BFS
659
Burkett Financial Services
South Carolina
$1.43M +$4.94K +26 +0.4%
KIG
660
Kennedy Investment Group
New Jersey
$1.43M -$9.69K -51 -0.7%
PWMG
661
Private Wealth Management Group
New Jersey
$1.43M – – –
9WM
662
9258 Wealth Management
Ohio
$1.43M -$4.94K -26 -0.4%
CM
663
Columbus Macro
Pennsylvania
$1.43M +$1.37M +7,193 New
RIM
664
Redwood Investment Management
Arizona
$1.42M -$63.3K -333 -4%
CI
665
Conning Inc
Connecticut
$1.4M -$1.02M -5,372 -43%
DIP
666
DT Investment Partners
Pennsylvania
$1.4M – – –
DPI
667
Diversified Portfolios Inc
Michigan
$1.39M – – –
JIP
668
Jaffetilchin Investment Partners
Florida
$1.39M +$4.18K +22 +0.3%
CWA
669
Clearview Wealth Advisors
Oregon
$1.37M +$113K +597 +9%
CAM
670
Close Asset Management
United Kingdom
$1.37M – – –
PAMG
671
Patton Albertson Miller Group
Tennessee
$1.37M -$218K -1,150 -14%
WPC
672
Wedmont Private Capital
Pennsylvania
$1.37M +$7.6K +40 +0.6%
RIL
673
Rothschild Investment LLC
Illinois
$1.37M +$69.5K +366 +6%
CGA
674
Crescent Grove Advisors
Illinois
$1.37M -$27.5K -145 -2%
FC
675
Fairscale Capital
New Hampshire
$1.36M +$190 +1 +0%