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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CD
701
Chapin Davis
Maryland
$1.05M -$8.38K -46 -0.8%
CFD
702
Creative Financial Designs
Indiana
$1.04M +$147K +808 +16%
SPI
703
Sutton Place Investors
New York
$1.04M +$88K +483 +9%
PPW
704
PACK Private Wealth
Minnesota
$1.03M – – –
BWA
705
BCU Wealth Advisors
Illinois
$1.03M +$97.8K +537 +10%
DL
706
DOHJ LLC
Washington
$1.03M -$5.13M -28,187 -83%
NCG
707
Newport Capital Group
New Jersey
$1.03M +$1.03M +5,659 New
PGF
708
Plan Group Financial
Oklahoma
$1.03M -$697K -3,828 -40%
BFO
709
Boston Family Office
Massachusetts
$1.02M – – –
PTC
710
Private Trust Company
Ohio
$1.02M +$57.4K +315 +6%
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$1.02M -$125K -687 -11%
HSBC Holdings
712
HSBC Holdings
United Kingdom
$1.02M +$342K +1,875 +50%
EAM
713
Evanson Asset Management
California
$1.01M +$546 +3 +0.1%
CWM
714
Connecticut Wealth Management
Connecticut
$1.01M -$122K -668 -11%
LIA
715
LifePlan Investment Advisors
North Carolina
$1.01M +$126K +691 +14%
BBNA
716
Bremer Bank National Association
Minnesota
$1.01M -$49K -269 -5%
WI
717
Wintrust Investments
Illinois
$1M +$71.8K +394 +8%
FPCG
718
Forum Private Client Group
Indiana
$1M -$21.3K -117 -2%
LPAM
719
Lodestar Private Asset Management
California
$994K -$37K -203 -4%
AFP
720
Advus Financial Partners
Florida
$993K +$287K +1,578 +41%
BFG
721
Beacon Financial Group
Texas
$988K -$89.2K -490 -8%
EK
722
Evensky & Katz
Florida
$985K -$18.6K -102 -2%
MCCA
723
Mill Creek Capital Advisors
Pennsylvania
$984K – – –
MWA
724
Monograph Wealth Advisors
California
$967K – – –
WPW
725
Watershed Private Wealth
Illinois
$966K -$310K -1,702 -24%