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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
751
Vontobel Holding
Switzerland
$865K – – –
EWA
752
EverSource Wealth Advisors
Alabama
$855K +$392K +2,155 +93%
MW
753
Members Wealth
Pennsylvania
$853K +$788K +4,325 New
IWA
754
Inspirion Wealth Advisors
Illinois
$852K – – –
RFA
755
Resurgent Financial Advisors
Georgia
$852K +$24K +132 +3%
NEWAS
756
N.E.W. Advisory Services
Wisconsin
$847K – – –
CAM
757
Clarity Asset Management
Iowa
$843K +$108K +593 +15%
VVP
758
Venture Visionary Partners
Ohio
$840K -$1.64K -9 -0.2%
CB
759
Community Bank
New York
$839K +$73.6K +404 +10%
BF
760
Blankinship & Foster
California
$837K -$8.93K -49 -1%
TA
761
TrueWealth Advisors
Alabama
$836K – – –
MA
762
MCF Advisors
Kentucky
$829K – – –
FCAS
763
First Command Advisory Services
Texas
$824K -$14.8K -81 -2%
MA
764
MKT Advisors
California
$818K – – –
AEPWM
765
Atlantic Edge Private Wealth Management
Florida
$816K – – –
CS
766
Capital Square
Tennessee
$816K +$10K +55 +1%
JFG
767
JMG Financial Group
Illinois
$815K -$71.8K -394 -8%
FFA
768
First Foundation Advisors
California
$815K +$132K +726 +19%
MSA
769
Marino Stram & Associates
Massachusetts
$814K -$17.3K -95 -2%
FWA
770
FSM Wealth Advisors
Ohio
$814K +$182 +1 +0%
GWS
771
Glassman Wealth Services
Virginia
$812K -$2.91K -16 -0.4%
CA
772
Continuum Advisory
Idaho
$806K -$391K -2,148 -33%
ZF
773
Zhang Financial
Michigan
$803K – – –
PMFA
774
Plante Moran Financial Advisors
Michigan
$793K -$118K -647 -13%
SCI
775
S&CO Inc
Massachusetts
$791K – – –