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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
701
Centaurus Financial
California
$761K +$259K +1,609 +58%
LWCFA
702
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$760K -$164K -1,023 -19%
SCA
703
Snowden Capital Advisors
New York
$756K -$185K -1,150 -21%
SCI
704
S&CO Inc
Massachusetts
$756K
FCAS
705
First Command Advisory Services
Texas
$755K +$592K +3,681 +555%
CST
706
Charles Schwab Trust
Nevada
$755K
IIA
707
IPG Investment Advisors
California
$753K
EWM
708
Empirical Wealth Management
Washington
$753K
AL
709
Aspiriant LLC
California
$752K
H
710
HoyleCohen
California
$747K +$15.1K +94 +2%
Koshinski Asset Management
711
Koshinski Asset Management
Illinois
$736K -$306K -1,901 -31%
SPWG
712
Sage Private Wealth Group
Illinois
$734K +$678K +4,219 New
CB
713
Community Bank
New York
$732K
TCOTS
714
Trust Company of the South
North Carolina
$729K +$673K +4,190 New
CAI
715
Capital Advisors Inc
Oklahoma
$726K -$321 -2 -0%
CPA
716
Capital Planning Advisors
California
$721K
MPCG
717
Matrix Private Capital Group
New York
$721K
CTC
718
Central Trust Company
Missouri
$719K -$52.4K -326 -7%
T
719
Tidemark
California
$712K +$658K +4,096 New
WA
720
Waverly Advisors
Alabama
$712K -$148K -923 -18%
TA
721
TrueWealth Advisors
Alabama
$705K -$354K -2,202 -35%
FWTB
722
First Western Trust Bank
Colorado
$704K -$28K -174 -4%
NB
723
NBT Bank
New York
$697K +$49K +305 +8%
GIM
724
Goelzer Investment Management
Indiana
$696K +$6.43K +40 +1%
FMTC
725
Farmers & Merchants Trust Company
California
$696K -$80.4K -500 -11%