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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
726
Iams Wealth Management
Nebraska
$488K +$480K +3,363 New
CGFA
727
Colton Groome Financial Advisors
North Carolina
$488K -$192K -1,345 -29%
WSFS
728
Wilmington Savings Fund Society
Delaware
$487K – – –
AWA
729
Aaron Wealth Advisors
Illinois
$483K -$109K -767 -19%
PIA
730
Perennial Investment Advisors
California
$480K – – –
CWMGP
731
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$476K +$143 +1 +0%
PTC
732
Private Trust Company
Ohio
$472K -$127K -890 -21%
JGIA
733
Jackson Grant Investment Advisers
Connecticut
$469K +$2.57K +18 +0.6%
National Bank of Canada
734
National Bank of Canada
Quebec, Canada
$468K -$6.78M -47,513 -93%
BSWA
735
Bromfield Sneider Wealth Advisors
Massachusetts
$467K – – –
EWM
736
Empirical Wealth Management
Washington
$465K +$87.5K +613 +24%
IFG
737
Independent Financial Group
California
$464K +$26.1K +183 +6%
WAM
738
WNY Asset Management
New York
$463K – – –
OCM
739
One Capital Management
California
$462K -$147K -1,031 -24%
TW
740
Towerpoint Wealth
California
$460K -$2K -14 -0.4%
JWM
741
JFG Wealth Management
Colorado
$458K – – –
OSAM
742
O'Shaughnessy Asset Management
Connecticut
$458K +$427K +2,992 +1,813%
AB
743
Atlas Brown
Kentucky
$453K -$857 -6 -0.2%
JIC
744
Joel Isaacson & Co
New York
$452K +$1.86K +13 +0.4%
CFO
745
CVA Family Office
Colorado
$451K +$420K +2,940 +1,760%
HFS
746
Heritage Financial Services
Massachusetts
$449K – – –
LWM
747
LJI Wealth Management
Indiana
$446K +$439K +3,073 New
F
748
F3Logic
Minnesota
$444K -$72.1K -505 -14%
GBS
749
Gallagher Benefit Services
Illinois
$444K +$437K +3,061 New
Wealth Enhancement Advisory Services
750
Wealth Enhancement Advisory Services
Minnesota
$443K -$43.8K -307 -10%