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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIB
751
First Interstate Bank
Montana
$405K -$10.8K -70 -3%
CPSAC
752
Chas P. Smith & Associates (CPS)
Florida
$405K – – –
MC
753
Mathes Company
New York
$405K – – –
WF
754
Welch & Forbes
Massachusetts
$405K – – –
CFA
755
CWS Financial Advisors
Michigan
$403K – – –
IC
756
Intersect Capital
California
$398K +$135K +876 +52%
EVM
757
Eaton Vance Management
Massachusetts
$396K – – –
IRAG
758
Investment Research & Advisory Group
Georgia
$396K – – –
ZF
759
Zhang Financial
Michigan
$393K – – –
SSW
760
Stone Summit Wealth
Florida
$393K +$386K +2,511 New
WEG
761
World Equity Group
Illinois
$393K +$388K +2,522 New
PP
762
Prudential plc
United Kingdom
$389K +$385K +2,500 New
BBHBI
763
B, B, H, & B Inc
Alabama
$388K -$24.9K -162 -6%
E
764
ETFidea
New York
$383K -$305K -1,985 -45%
VWM
765
Valley Wealth Managers
New Jersey
$380K – – –
DC
766
Davenport & Co
Virginia
$377K -$5.23K -34 -1%
FNBOSM
767
First National Bank of South Miami
Florida
$374K -$8.16K -53 -2%
OIS
768
Okabena Investment Services
Minnesota
$374K – – –
EI
769
Ellevest Inc
New York
$374K +$923 +6 +0.3%
KA
770
Klingman & Associates
New York
$372K – – –
VWA
771
Visionary Wealth Advisors
Illinois
$371K +$10K +65 +3%
BFM
772
Boston Financial Management
Massachusetts
$369K -$1.54K -10 -0.4%
CWM
773
Chesapeake Wealth Management
Virginia
$369K – – –
CAM
774
Close Asset Management
United Kingdom
$368K – – –
HIIFS
775
Harel Insurance Investments & Financial Services
Israel
$368K – – –