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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
751
Mathes Company
New York
$405K
WF
752
Welch & Forbes
Massachusetts
$405K
CFA
753
CWS Financial Advisors
Michigan
$403K
IC
754
Intersect Capital
California
$398K +$135K +876 +52%
EVM
755
Eaton Vance Management
Massachusetts
$396K
IRAG
756
Investment Research & Advisory Group
Georgia
$396K
ZF
757
Zhang Financial
Michigan
$393K
SSW
758
Stone Summit Wealth
Florida
$393K +$386K +2,511 New
WEG
759
World Equity Group
Illinois
$393K +$388K +2,522 New
PP
760
Prudential plc
United Kingdom
$389K +$385K +2,500 New
BBHBI
761
B, B, H, & B Inc
Alabama
$388K -$24.9K -162 -6%
E
762
ETFidea
New York
$383K -$305K -1,985 -45%
VWM
763
Valley Wealth Managers
New Jersey
$380K
DC
764
Davenport & Co
Virginia
$377K -$5.23K -34 -1%
FNBOSM
765
First National Bank of South Miami
Florida
$374K -$8.16K -53 -2%
OIS
766
Okabena Investment Services
Minnesota
$374K
EI
767
Ellevest Inc
New York
$374K +$923 +6 +0.3%
KA
768
Klingman & Associates
New York
$372K
VWA
769
Visionary Wealth Advisors
Illinois
$371K +$10K +65 +3%
BFM
770
Boston Financial Management
Massachusetts
$369K -$1.54K -10 -0.4%
CWM
771
Chesapeake Wealth Management
Virginia
$369K
CAM
772
Close Asset Management
United Kingdom
$368K
HIIFS
773
Harel Insurance Investments & Financial Services
Israel
$368K
DT
774
Diversified Trust
Tennessee
$366K +$362K +2,351 New
BCI
775
Brinker Capital Investments
Pennsylvania
$360K -$37.9K -246 -10%