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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
726
SteelPeak Wealth
California
$299K +$298K +2,024 New
JFG
727
JMG Financial Group
Illinois
$296K -$29.5K -200 -9%
BIM
728
Baldwin Investment Management
Pennsylvania
$295K – – –
UFA
729
US Financial Advisors
Massachusetts
$294K -$182K -1,234 -38%
FFA
730
First Foundation Advisors
California
$294K +$293K +1,992 New
CFAM
731
Center For Asset Management
Florida
$293K -$736 -5 -0.3%
RMDI
732
R.M. Davis Inc
Maine
$292K -$66.3K -450 -19%
CAG
733
Curtis Advisory Group
California
$290K – – –
SFG
734
Sowa Financial Group
Rhode Island
$290K +$1.92K +13 +0.7%
OC
735
Oarsman Capital
Wisconsin
$290K +$28.1K +191 +11%
AA
736
Ancora Advisors
Ohio
$285K – – –
GM
737
Granger Management
New York
$284K – – –
ICG
738
InterOcean Capital Group
Tennessee
$283K – – –
VDI
739
Vaughan David Investments
Illinois
$282K -$736 -5 -0.3%
SQA
740
Simon Quick Advisors
New Jersey
$282K +$75.7K +514 +37%
W
741
Wealthquest
Ohio
$280K – – –
PWPS
742
Pinnacle Wealth Planning Services
Ohio
$279K +$278K +1,890 New
CTB
743
Country Trust Bank
Illinois
$277K – – –
IC
744
Intersect Capital
California
$275K – – –
Bessemer Group
745
Bessemer Group
New Jersey
$273K – – –
GIA
746
Guyasuta Investment Advisors
Pennsylvania
$272K – – –
CCM
747
Covington Capital Management
California
$271K – – –
ONST
748
Old North State Trust
North Carolina
$271K – – –
DY
749
Dowling & Yahnke
California
$270K -$33K -224 -11%
ADL
750
Asset Dedication LLC
California
$268K +$18.4K +125 +7%