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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
676
Newman Dignan & Sheerar Inc
Rhode Island
$441K
FIB
677
First Interstate Bank
Montana
$439K +$116K +817 +31%
KLI
678
Kelman-Lazarov Inc
Tennessee
$438K
DFC
679
DBK Financial Counsel
Ohio
$437K
TFA
680
TPG Financial Advisors
Oregon
$437K
FFA
681
First Foundation Advisors
California
$436K +$226K +1,598 +89%
CCMD
682
Cypress Capital Management (Delaware)
Delaware
$434K
MFA
683
Mayflower Financial Advisors
Massachusetts
$432K -$77.8K -549 -14%
WSFS
684
Wilmington Savings Fund Society
Delaware
$432K +$992 +7 +0.2%
PIA
685
Perennial Investment Advisors
California
$426K +$92.4K +652 +25%
CA
686
Claro Advisors
Massachusetts
$425K
PFG
687
Pinnacle Financial Group
Illinois
$425K +$142 +1 +0%
WEG
688
World Equity Group
Illinois
$424K +$15.3K +108 +3%
EW
689
Enzi Wealth
Texas
$423K +$406K +2,862 New
CWMGP
690
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$422K +$142 +1 +0%
Wealth Enhancement Advisory Services
691
Wealth Enhancement Advisory Services
Minnesota
$421K +$36.6K +258 +9%
RHBC
692
R.H. Bluestein & Co
Michigan
$419K
BSWA
693
Bromfield Sneider Wealth Advisors
Massachusetts
$414K
JGIA
694
Jackson Grant Investment Advisers
Connecticut
$413K +$3.26K +23 +0.7%
BCV
695
Banque Cantonale Vaudoise
Switzerland
$412K
WAM
696
WNY Asset Management
New York
$411K
TW
697
Towerpoint Wealth
California
$409K
VC
698
Veracity Capital
Georgia
$408K +$58K +409 +15%
SWM
699
SeaCrest Wealth Management
New York
$407K
BC
700
Barrett & Company
Rhode Island
$406K +$397K +2,800 New