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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1SB
776
1ST Source Bank
Indiana
$938K -$32.9K -173 -4%
Vontobel Holding
777
Vontobel Holding
Switzerland
$937K
SAM
778
Summit Asset Management
Tennessee
$936K -$56.2K -296 -6%
PCS
779
Personal CFO Solutions
New Jersey
$931K +$75.6K +398 +9%
FMTC
780
Farmers & Merchants Trust Company
California
$923K -$4.3M -22,640 -83%
CAM
781
Clarity Asset Management
Iowa
$920K +$6.46K +34 +0.7%
NEWAS
782
N.E.W. Advisory Services
Wisconsin
$918K
AEPWM
783
Atlantic Edge Private Wealth Management
Florida
$916K +$31.2K +164 +4%
CB
784
Community Bank
New York
$909K
BF
785
Blankinship & Foster
California
$906K +$190 +1 +0%
WPW
786
Watershed Private Wealth
Illinois
$904K -$137K -722 -14%
DWS
787
Discipline Wealth Solutions
South Carolina
$894K +$416K +2,192 +94%
EWM
788
EPG Wealth Management
Georgia
$893K +$860K +4,529 New
MAWA
789
Moss Adams Wealth Advisors
Washington
$892K +$860K +4,525 New
MA
790
MKT Advisors
California
$883K
MSA
791
Marino Stram & Associates
Massachusetts
$882K +$190 +1 +0%
MSWM
792
McGlone Suttner Wealth Management
Wisconsin
$882K
FWA
793
FSM Wealth Advisors
Ohio
$882K
TA
794
TrueWealth Advisors
Alabama
$880K -$24.5K -129 -3%
GWS
795
Glassman Wealth Services
Virginia
$880K
QWM
796
Quadcap Wealth Management
Texas
$876K +$59.5K +313 +8%
ACM
797
Advisors Capital Management
New Jersey
$876K -$794K -4,180 -48%
CA
798
Continuum Advisory
Idaho
$874K -$11.6K -61 -1%
ZF
799
Zhang Financial
Michigan
$870K +$380 +2 +0%
ESB
800
Essex Savings Bank
Connecticut
$866K +$579K +3,046 +226%