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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JAG
776
Journey Advisory Group
Kentucky
$397K -$150K -992 -27%
ST
777
Spinnaker Trust
Maine
$397K -$11.2K -74 -3%
APW
778
Aurora Private Wealth
New Jersey
$396K -$4.99K -33 -1%
CPSAC
779
Chas P. Smith & Associates (CPS)
Florida
$395K -$5.74K -38 -1%
WF
780
Welch & Forbes
Massachusetts
$395K – – –
AIS
781
American Investment Services
Massachusetts
$394K – – –
RCG
782
Regatta Capital Group
California
$394K – – –
GM
783
Granger Management
New York
$393K -$153K -1,010 -28%
CFA
784
CWS Financial Advisors
Michigan
$393K – – –
CC
785
Chicago Capital
Illinois
$392K -$414K -2,740 -52%
BCP
786
Blue Chip Partners
Michigan
$390K -$48.8K -323 -11%
DC
787
Davenport & Co
Virginia
$390K +$2.72K +18 +0.7%
EWM
788
Executive Wealth Management
Michigan
$389K -$199K -1,316 -34%
PWM
789
Perigon Wealth Management
California
$387K +$8.77K +58 +2%
IRAG
790
Investment Research & Advisory Group
Georgia
$386K – – –
DT
791
Diversified Trust
Tennessee
$384K +$87K +576 +29%
CFAM
792
Center For Asset Management
Florida
$382K +$6.2K +41 +2%
SSW
793
Stone Summit Wealth
Florida
$381K – – –
FF
794
Francis Financial
$381K -$21.2K -140 -5%
IFA
795
Interactive Financial Advisors
Illinois
$381K -$6.8K -45 -2%
WA
796
Waverly Advisors
Alabama
$380K +$1.51K +10 +0.4%
HNWAG
797
High Net Worth Advisory Group
Florida
$379K – – –
PIAS
798
PCA Investment Advisory Services
Ohio
$379K +$377K +2,497 New
SIC
799
Samalin Investment Counsel
New York
$379K +$55.9K +370 +17%
Empower Advisory Group
800
Empower Advisory Group
Colorado
$378K +$376K +2,490 New