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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WE
751
Wealth Effects
Massachusetts
$1.17M
IIC
752
Integrated Investment Consultants
Michigan
$1.16M -$14.7K -79 -1%
WPWM
753
Windward Private Wealth Management
Kansas
$1.15M -$3.54K -19 -0.3%
HWM
754
HighMark Wealth Management
Minnesota
$1.15M +$1.05M +5,658 +2,560%
SAG
755
SageView Advisory Group
California
$1.14M +$27.4K +147 +3%
TFO
756
Tarbox Family Office
California
$1.13M
FPCG
757
Forum Private Client Group
Indiana
$1.13M +$55.3K +297 +5%
CCB
758
Country Club Bank
Missouri
$1.13M +$14.7K +79 +1%
RFA
759
Resurgent Financial Advisors
Georgia
$1.12M +$63.5K +341 +6%
BFO
760
Boston Family Office
Massachusetts
$1.12M
SAI
761
Savvy Advisors Inc
New York
$1.11M -$148K -794 -12%
FIM
762
Freedom Investment Management
Connecticut
$1.11M +$360K +1,930 +52%
LPAM
763
Lodestar Private Asset Management
California
$1.1M +$38.4K +206 +4%
APC
764
Aspire Private Capital
North Carolina
$1.1M +$91.5K +491 +10%
CD
765
Chapin Davis
Maryland
$1.09M -$9.87K -53 -0.9%
RIS
766
Richmond Investment Services
Wisconsin
$1.09M +$1.04M +5,595 New
TA
767
Tactive Advisors
Florida
$1.09M +$1.04M +5,592 New
BSTWA
768
Blake Schutter Theil Wealth Advisors
Ohio
$1.09M
TW
769
Towerpoint Wealth
California
$1.09M +$519K +2,788 +100%
Chevy Chase Trust
770
Chevy Chase Trust
Maryland
$1.09M +$39.9K +214 +4%
PAMG
771
Patton Albertson Miller Group
Tennessee
$1.09M -$91.8K -493 -8%
BFA
772
Beacon Financial Advisory
Ohio
$1.08M +$128K +689 +14%
MFF
773
Michels Family Financial
Texas
$1.08M -$23.8K -128 -2%
HNWA
774
Henrickson Nauta Wealth Advisors
Michigan
$1.08M
CAC
775
Certified Advisory Corp
Florida
$1.08M -$6.33K -34 -0.6%