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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KDA
776
Kraft Davis & Associates
Missouri
$428K +$403K +2,619 New
DSA
777
Davis Selected Advisers
Arizona
$428K +$409K +2,657 New
PFBT
778
Parkside Financial Bank & Trust
Missouri
$427K
BMWM
779
Brown Miller Wealth Management
Virginia
$424K
ST
780
Spinnaker Trust
Maine
$422K
PWM
781
Perigon Wealth Management
California
$422K +$10.5K +68 +3%
LWM
782
Liberty Wealth Management
California
$420K -$4.92K -32 -1%
CPSAC
783
Chas P. Smith & Associates (CPS)
Florida
$420K
SAMT
784
Select Asset Management & Trust
Pennsylvania
$418K +$28.6K +186 +8%
GM
785
Granger Management
New York
$418K
CFA
786
CWS Financial Advisors
Michigan
$417K
CC
787
Chicago Capital
Illinois
$416K
EWM
788
Executive Wealth Management
Michigan
$414K +$154 +1 +0%
FNT
789
First National Trust
Pennsylvania
$411K +$114K +744 +41%
IRAG
790
Investment Research & Advisory Group
Georgia
$410K
Kovitz Investment Group Partners
791
Kovitz Investment Group Partners
Illinois
$405K -$11.4M -74,281 -97%
SSW
792
Stone Summit Wealth
Florida
$405K
BCP
793
Blue Chip Partners
Michigan
$404K -$9.38K -61 -2%
HNWAG
794
High Net Worth Advisory Group
Florida
$403K
SVCP
795
Silicon Valley Capital Partners
California
$402K +$1.39K +9 +0.4%
AIS
796
American Investment Services
Massachusetts
$400K -$36K -234 -9%
CFAM
797
Center For Asset Management
Florida
$399K -$6.46K -42 -2%
VWA
798
Visionary Wealth Advisors
Illinois
$398K
PIAS
799
PCA Investment Advisory Services
Ohio
$397K -$5.23K -34 -1%
EPA
800
Element Pointe Advisors
Florida
$393K