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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
726
Wilmington Savings Fund Society
Delaware
$487K
AWA
727
Aaron Wealth Advisors
Illinois
$483K -$109K -767 -19%
PIA
728
Perennial Investment Advisors
California
$480K
CWMGP
729
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$476K +$143 +1 +0%
PTC
730
Private Trust Company
Ohio
$472K -$127K -890 -21%
JGIA
731
Jackson Grant Investment Advisers
Connecticut
$469K +$2.57K +18 +0.6%
National Bank of Canada
732
National Bank of Canada
Quebec, Canada
$468K -$6.78M -47,513 -93%
BSWA
733
Bromfield Sneider Wealth Advisors
Massachusetts
$467K
EWM
734
Empirical Wealth Management
Washington
$465K +$87.5K +613 +24%
IFG
735
Independent Financial Group
California
$464K +$26.1K +183 +6%
WAM
736
WNY Asset Management
New York
$463K
OCM
737
One Capital Management
California
$462K -$147K -1,031 -24%
TW
738
Towerpoint Wealth
California
$460K -$2K -14 -0.4%
JWM
739
JFG Wealth Management
Colorado
$458K
OSAM
740
O'Shaughnessy Asset Management
Connecticut
$458K +$427K +2,992 +1,813%
AB
741
Atlas Brown
Kentucky
$453K -$857 -6 -0.2%
JIC
742
Joel Isaacson & Co
New York
$452K +$1.86K +13 +0.4%
CFO
743
CVA Family Office
Colorado
$451K +$420K +2,940 +1,760%
HFS
744
Heritage Financial Services
Massachusetts
$449K
LWM
745
LJI Wealth Management
Indiana
$446K +$439K +3,073 New
F
746
F3Logic
Minnesota
$444K -$72.1K -505 -14%
GBS
747
Gallagher Benefit Services
Illinois
$444K +$437K +3,061 New
Wealth Enhancement Advisory Services
748
Wealth Enhancement Advisory Services
Minnesota
$443K -$43.8K -307 -10%
EW
749
Enzi Wealth
Texas
$437K
CWM
750
Cabot Wealth Management
Massachusetts
$436K -$15.4K -108 -3%