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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
751
Sound Income Strategies
Florida
$1.11M -$1.96M -10,127 -63%
TFO
752
Tarbox Family Office
California
$1.11M
WCM
753
WealthTrak Capital Management
Virginia
$1.1M +$339K +1,754 +43%
ACM
754
Absolute Capital Management
Pennsylvania
$1.1M +$319K +1,647 +40%
BFO
755
Boston Family Office
Massachusetts
$1.09M
MFF
756
Michels Family Financial
Texas
$1.08M -$2.52K -13 -0.2%
CCB
757
Country Club Bank
Missouri
$1.08M +$11.6K +60 +1%
CD
758
Chapin Davis
Maryland
$1.08M -$17.4K -90 -2%
VVP
759
Venture Visionary Partners
Ohio
$1.07M +$103K +531 +10%
BSTWA
760
Blake Schutter Theil Wealth Advisors
Ohio
$1.06M
SAG
761
SageView Advisory Group
California
$1.06M -$2.13K -11 -0.2%
ZF
762
Zhang Financial
Michigan
$1.06M -$5.42K -28 -0.5%
CAC
763
Certified Advisory Corp
Florida
$1.06M -$34.4K -178 -3%
CWM
764
Congress Wealth Management
Massachusetts
$1.06M +$1.07M +5,542 New
TWP
765
Tempus Wealth Planning
California
$1.05M +$499K +2,579 +88%
FPCG
766
Forum Private Client Group
Indiana
$1.05M -$9.87K -51 -0.9%
TCM
767
Triumph Capital Management
Colorado
$1.04M -$35.2K -182 -3%
LPAM
768
Lodestar Private Asset Management
California
$1.04M +$194 +1 +0%
RFA
769
Resurgent Financial Advisors
Georgia
$1.03M +$292K +1,509 +39%
PPW
770
PACK Private Wealth
Minnesota
$1.03M
AA
771
Armis Advisers
Georgia
$1.03M -$256K -1,324 -20%
WOC
772
West Oak Capital
California
$1.02M -$227K -1,175 -18%
Chevy Chase Trust
773
Chevy Chase Trust
Maryland
$1.02M -$67.7K -350 -6%
QCG
774
Quadrant Capital Group
Ohio
$1.02M -$150K -777 -13%
NWAG
775
Net Worth Advisory Group
Utah
$1.02M +$19.5K +101 +2%