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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
676
Integrated Investment Consultants
Michigan
$814K -$56.6K -352 -7%
BF
677
Blankinship & Foster
California
$811K -$14K -87 -2%
AC
678
AlphaCore Capital
California
$804K +$1.77K +11 +0.2%
HWM
679
Hohimer Wealth Management
Washington
$804K -$804 -5 -0.1%
PFA
680
Professional Financial Advisors
Nebraska
$803K +$38.6K +240 +5%
PMFA
681
Plante Moran Financial Advisors
Michigan
$803K – – –
WI
682
Wintrust Investments
Illinois
$801K +$643 +4 +0.1%
SG
683
StoneX Group
New York
$799K -$64.3K -400 -8%
FPAS
684
Focus Partners Advisor Solutions
Missouri
$798K -$149K -924 -17%
Chevy Chase Trust
685
Chevy Chase Trust
Maryland
$796K – – –
CPSC
686
Carl P. Sherr & Co
Massachusetts
$795K -$157K -979 -18%
CFS
687
CRA Financial Services
New Jersey
$794K +$122K +760 +20%
MA
688
MCF Advisors
Kentucky
$792K +$63.5K +395 +9%
NEWAS
689
N.E.W. Advisory Services
Wisconsin
$791K -$100K -625 -12%
TGAM
690
TBH Global Asset Management
Tennessee
$791K -$426K -2,652 -37%
MA
691
MKT Advisors
California
$788K – – –
GWS
692
Glassman Wealth Services
Virginia
$780K -$4.02K -25 -0.6%
AEPWM
693
Atlantic Edge Private Wealth Management
Florida
$780K +$721K +4,483 New
MSWM
694
McGlone Suttner Wealth Management
Wisconsin
$778K – – –
FWA
695
FSM Wealth Advisors
Ohio
$778K – – –
MSA
696
Marino Stram & Associates
Massachusetts
$774K +$35.2K +219 +5%
ZF
697
Zhang Financial
Michigan
$771K +$482 +3 +0.1%
CWP
698
Corepath Wealth Partners
Arizona
$770K +$24.6K +153 +4%
CRC
699
Curi RMB Capital
Illinois
$768K – – –
VVP
700
Venture Visionary Partners
Ohio
$768K +$47.3K +294 +7%