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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
776
Accelerate Investment Advisors
California
$946K +$911K +4,796 New
PWA
777
Provenance Wealth Advisors
Florida
$942K -$570 -3 -0.1%
1SB
778
1ST Source Bank
Indiana
$938K -$32.9K -173 -4%
Vontobel Holding
779
Vontobel Holding
Switzerland
$937K – – –
SAM
780
Summit Asset Management
Tennessee
$936K -$56.2K -296 -6%
PCS
781
Personal CFO Solutions
New Jersey
$931K +$75.6K +398 +9%
FMTC
782
Farmers & Merchants Trust Company
California
$923K -$4.3M -22,640 -83%
CAM
783
Clarity Asset Management
Iowa
$920K +$6.46K +34 +0.7%
NEWAS
784
N.E.W. Advisory Services
Wisconsin
$918K – – –
AEPWM
785
Atlantic Edge Private Wealth Management
Florida
$916K +$31.2K +164 +4%
CB
786
Community Bank
New York
$909K – – –
BF
787
Blankinship & Foster
California
$906K +$190 +1 +0%
WPW
788
Watershed Private Wealth
Illinois
$904K -$137K -722 -14%
DWS
789
Discipline Wealth Solutions
South Carolina
$894K +$416K +2,192 +94%
EWM
790
EPG Wealth Management
Georgia
$893K +$860K +4,529 New
MAWA
791
Moss Adams Wealth Advisors
Washington
$892K +$860K +4,525 New
MA
792
MKT Advisors
California
$883K – – –
MSA
793
Marino Stram & Associates
Massachusetts
$882K +$190 +1 +0%
MSWM
794
McGlone Suttner Wealth Management
Wisconsin
$882K – – –
FWA
795
FSM Wealth Advisors
Ohio
$882K – – –
TA
796
TrueWealth Advisors
Alabama
$880K -$24.5K -129 -3%
GWS
797
Glassman Wealth Services
Virginia
$880K – – –
QWM
798
Quadcap Wealth Management
Texas
$876K +$59.5K +313 +8%
ACM
799
Advisors Capital Management
New Jersey
$876K -$794K -4,180 -48%
CA
800
Continuum Advisory
Idaho
$874K -$11.6K -61 -1%