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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
776
Capital Investment Advisory Services
North Carolina
$431K -$1.08K -7 -0.3%
DWP
777
Daymark Wealth Partners
Ohio
$429K -$108K -700 -21%
KDA
778
Kraft Davis & Associates
Missouri
$428K +$403K +2,619 New
DSA
779
Davis Selected Advisers
Arizona
$428K +$409K +2,657 New
PFBT
780
Parkside Financial Bank & Trust
Missouri
$427K – – –
BMWM
781
Brown Miller Wealth Management
Virginia
$424K – – –
ST
782
Spinnaker Trust
Maine
$422K – – –
PWM
783
Perigon Wealth Management
California
$422K +$10.5K +68 +3%
LWM
784
Liberty Wealth Management
California
$420K -$4.92K -32 -1%
CPSAC
785
Chas P. Smith & Associates (CPS)
Florida
$420K – – –
SAMT
786
Select Asset Management & Trust
Pennsylvania
$418K +$28.6K +186 +8%
GM
787
Granger Management
New York
$418K – – –
CFA
788
CWS Financial Advisors
Michigan
$417K – – –
CC
789
Chicago Capital
Illinois
$416K – – –
EWM
790
Executive Wealth Management
Michigan
$414K +$154 +1 +0%
FNT
791
First National Trust
Pennsylvania
$411K +$114K +744 +41%
IRAG
792
Investment Research & Advisory Group
Georgia
$410K – – –
Kovitz Investment Group Partners
793
Kovitz Investment Group Partners
Illinois
$405K -$11.4M -74,281 -97%
SSW
794
Stone Summit Wealth
Florida
$405K – – –
BCP
795
Blue Chip Partners
Michigan
$404K -$9.38K -61 -2%
HNWAG
796
High Net Worth Advisory Group
Florida
$403K – – –
SVCP
797
Silicon Valley Capital Partners
California
$402K +$1.39K +9 +0.4%
AIS
798
American Investment Services
Massachusetts
$400K -$36K -234 -9%
CFAM
799
Center For Asset Management
Florida
$399K -$6.46K -42 -2%
VWA
800
Visionary Wealth Advisors
Illinois
$398K – – –