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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
651
Hirtle Callaghan & Co
Pennsylvania
$2.02M -$64.3K -307 -3%
BWP
652
Bernardo Wealth Planning
Pennsylvania
$2.01M +$10.3K +49 +0.5%
NCM
653
Neumann Capital Management
California
$2.01M -$32.7K -156 -2%
EFS
654
Essex Financial Services
Connecticut
$2.01M -$146K -696 -7%
MWM
655
Mission Wealth Management
California
$2.01M -$3.35K -16 -0.2%
SPW
656
Sonoma Private Wealth
California
$2M -$101K -482 -5%
IWMO
657
Integrated Wealth Management (Ohio)
Ohio
$2M +$1.98M +9,424 New
NFP
658
NorthLanding Financial Partners
New York
$1.99M -$62K -296 -3%
PPC
659
Park Place Capital
Alabama
$1.99M -$60.8K -290 -3%
WA
660
WBH Advisory
Maryland
$1.98M +$1.26K +6 +0.1%
KBFS
661
Kohmann Bosshard Financial Services
Ohio
$1.97M
UFA
662
Unify Financial Advisors
Florida
$1.97M +$1.95M +9,291 New
PIMG
663
Patriot Investment Management Group
Tennessee
$1.96M
CWA
664
Crusonia Wealth Advisors
Colorado
$1.94M +$1.92M +9,142 New
CS
665
Capital Square
Tennessee
$1.94M +$13K +62 +0.7%
PWAM
666
Private Wealth Asset Management
Iowa
$1.93M
PCG
667
Prosperity Consulting Group
Maryland
$1.92M +$529K +2,522 +39%
Koshinski Asset Management
668
Koshinski Asset Management
Illinois
$1.92M +$51.8K +247 +3%
LTI
669
Laffer Tengler Investments
Tennessee
$1.92M
CFD
670
Creative Financial Designs
Indiana
$1.91M +$561K +2,676 +42%
HSA
671
HBK Sorce Advisory
Pennsylvania
$1.91M +$108K +515 +6%
S
672
Sachetta
Massachusetts
$1.9M -$108K -515 -5%
WA
673
WESPAC Advisors
California
$1.89M +$778K +3,712 +71%
LSIA
674
LaSalle St. Investment Advisors
Illinois
$1.88M +$296K +1,412 +19%
EAM
675
Empirical Asset Management
Massachusetts
$1.88M +$53.2K +254 +3%