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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
676
Cardiff Park Advisors
California
$444K – – –
FNBTCON
677
First National Bank & Trust Co of Newtown
Pennsylvania
$443K – – –
NDSI
678
Newman Dignan & Sheerar Inc
Rhode Island
$441K – – –
FIB
679
First Interstate Bank
Montana
$439K +$116K +817 +31%
KLI
680
Kelman-Lazarov Inc
Tennessee
$438K – – –
DFC
681
DBK Financial Counsel
Ohio
$437K – – –
TFA
682
TPG Financial Advisors
Oregon
$437K – – –
FFA
683
First Foundation Advisors
California
$436K +$226K +1,598 +89%
CCMD
684
Cypress Capital Management (Delaware)
Delaware
$434K – – –
MFA
685
Mayflower Financial Advisors
Massachusetts
$432K -$77.8K -549 -14%
WSFS
686
Wilmington Savings Fund Society
Delaware
$432K +$992 +7 +0.2%
PIA
687
Perennial Investment Advisors
California
$426K +$92.4K +652 +25%
CA
688
Claro Advisors
Massachusetts
$425K – – –
PFG
689
Pinnacle Financial Group
Illinois
$425K +$142 +1 +0%
WEG
690
World Equity Group
Illinois
$424K +$15.3K +108 +3%
EW
691
Enzi Wealth
Texas
$423K +$406K +2,862 New
CWMGP
692
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$422K +$142 +1 +0%
Wealth Enhancement Advisory Services
693
Wealth Enhancement Advisory Services
Minnesota
$421K +$36.6K +258 +9%
RHBC
694
R.H. Bluestein & Co
Michigan
$419K – – –
BSWA
695
Bromfield Sneider Wealth Advisors
Massachusetts
$414K – – –
JGIA
696
Jackson Grant Investment Advisers
Connecticut
$413K +$3.26K +23 +0.7%
BCV
697
Banque Cantonale Vaudoise
Switzerland
$412K – – –
WAM
698
WNY Asset Management
New York
$411K – – –
TW
699
Towerpoint Wealth
California
$409K – – –
VC
700
Veracity Capital
Georgia
$408K +$58K +409 +15%