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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
701
Whitcomb & Hess
Ohio
$1.11M -$114K -643 -10%
RCM
702
Raleigh Capital Management
North Carolina
$1.11M +$916K +5,153 +673%
BFG
703
Beacon Financial Group
Texas
$1.11M -$4.79M -26,969 -82%
BBNA
704
Bremer Bank National Association
Minnesota
$1.09M +$1.03M +5,816 New
CD
705
Chapin Davis
Maryland
$1.09M -$397K -2,233 -28%
TFO
706
Tarbox Family Office
California
$1.08M -$8.71K -49 -0.8%
PPW
707
PACK Private Wealth
Minnesota
$1.06M
LPAM
708
Lodestar Private Asset Management
California
$1.06M +$22.8K +128 +2%
BFO
709
Boston Family Office
Massachusetts
$1.05M
JSW
710
Journey Strategic Wealth
New Jersey
$1.05M +$316K +1,775 +46%
FPCG
711
Forum Private Client Group
Indiana
$1.05M +$19.6K +110 +2%
EAM
712
Evanson Asset Management
California
$1.04M +$355 +2 +0%
CCB
713
Country Club Bank
Missouri
$1.04M -$1.78K -10 -0.2%
FCB
714
First County Bank
Connecticut
$1.04M
EK
715
Evensky & Katz
Florida
$1.03M
WS
716
Wedbush Securities
California
$1.02M -$38K -214 -4%
MCCA
717
Mill Creek Capital Advisors
Pennsylvania
$1.01M -$18K -101 -2%
1SB
718
1ST Source Bank
Indiana
$1.01M -$17.2K -97 -2%
ACIM
719
Azimuth Capital Investment Management
Michigan
$1M -$12.3K -69 -1%
MWA
720
Monograph Wealth Advisors
California
$993K
PTC
721
Private Trust Company
Ohio
$992K +$411K +2,311 +77%
CP
722
Canopy Partners
Ohio
$989K
NWMG
723
National Wealth Management Group
Ohio
$988K -$30.9K -174 -3%
Vanguard Personalized Indexing Management
724
Vanguard Personalized Indexing Management
California
$988K +$489K +2,749 +108%
EPM
725
Elm Partners Management
Pennsylvania
$977K +$930K +5,232 New