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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPF
726
Vantage Point Financial
Illinois
$1.2M +$276K +1,424 +29%
EFG
727
Elios Financial Group
Ohio
$1.2M +$63.7K +329 +6%
SWM
728
Sendero Wealth Management
Texas
$1.2M – – –
CI
729
Conning Inc
Connecticut
$1.2M – – –
DFC
730
DBK Financial Counsel
Ohio
$1.2M +$687K +3,550 +130%
EWA
731
Emergent Wealth Advisors
New York
$1.19M +$146K +757 +14%
ACIM
732
Azimuth Capital Investment Management
Michigan
$1.19M +$213K +1,101 +21%
AWA
733
Arete Wealth Advisors
Illinois
$1.19M +$395K +2,039 +48%
CFD
734
Creative Financial Designs
Indiana
$1.19M +$44.1K +228 +4%
ANTB
735
AMG National Trust Bank
Colorado
$1.19M -$651K -3,363 -35%
WH
736
Whitcomb & Hess
Ohio
$1.19M -$33.9K -175 -3%
LWANC
737
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.19M -$16.8K -87 -1%
JIC
738
Joel Isaacson & Co
New York
$1.17M +$25.9K +134 +2%
CG
739
Corundum Group
Colorado
$1.17M – – –
SAW
740
Signal Advisors Wealth
Michigan
$1.17M -$565K -2,922 -32%
CC
741
Cadinha & Co
Hawaii
$1.16M +$194 +1 +0%
SDWMA
742
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.16M +$14.9K +77 +1%
PAMG
743
Patton Albertson Miller Group
Tennessee
$1.16M -$24.6K -127 -2%
PFA
744
Professional Financial Advisors
Nebraska
$1.15M +$64.2K +332 +6%
SAM
745
Silvercrest Asset Management
New York
$1.15M -$33.9K -175 -3%
IIC
746
Integrated Investment Consultants
Michigan
$1.15M +$133K +687 +13%
WE
747
Wealth Effects
Massachusetts
$1.14M – – –
SPF
748
South Plains Financial
Texas
$1.14M +$29K +150 +3%
Schroder Investment Management Group
749
Schroder Investment Management Group
United Kingdom
$1.14M +$1.16M +6,016 New
DC
750
Davenport & Co
Virginia
$1.13M +$417K +2,157 +57%