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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFF
776
Michels Family Financial
Texas
$1.09M +$1.13M +5,685 New
CCB
777
Country Club Bank
Missouri
$1.08M -$31.5K -159 -3%
TCM
778
Triumph Capital Management
Colorado
$1.08M -$43.8K -221 -4%
AA
779
Ancora Advisors
Ohio
$1.07M +$70.8K +357 +7%
ZF
780
Zhang Financial
Michigan
$1.07M +$234K +1,182 +27%
SAG
781
SageView Advisory Group
California
$1.07M +$517K +2,606 +88%
BSTWA
782
Blake Schutter Theil Wealth Advisors
Ohio
$1.07M – – –
HKIMG
783
Hutchens & Kramer Investment Management Group
Indiana
$1.06M +$35.5K +179 +3%
EAM
784
Evanson Asset Management
California
$1.06M +$198 +1 +0%
HNWA
785
Henrickson Nauta Wealth Advisors
Michigan
$1.06M – – –
FPCG
786
Forum Private Client Group
Indiana
$1.06M -$4.96K -25 -0.4%
MA
787
MBA Advisors
Pennsylvania
$1.05M -$736K -3,713 -40%
Boston Partners
788
Boston Partners
Massachusetts
$1.05M +$1.09M +5,514 New
EWA
789
Emergent Wealth Advisors
New York
$1.05M +$9.32K +47 +0.9%
LPAM
790
Lodestar Private Asset Management
California
$1.04M -$3.17K -16 -0.3%
MWM
791
Maripau Wealth Management
Indiana
$1.04M +$1.08M +5,424 New
QCM
792
QRG Capital Management
Illinois
$1.03M +$718K +3,618 +201%
PPW
793
PACK Private Wealth
Minnesota
$1.03M -$28.6K -144 -3%
CWM
794
Connecticut Wealth Management
Connecticut
$1.03M – – –
EK
795
Evensky & Katz
Florida
$1.03M +$5.75K +29 +0.5%
NCG
796
Newport Capital Group
New Jersey
$1.02M -$132K -666 -11%
IIC
797
Integrated Investment Consultants
Michigan
$1.02M +$4.56K +23 +0.4%
LC
798
Lindbrook Capital
California
$1.01M -$18K -91 -2%
MWA
799
Monograph Wealth Advisors
California
$1.01M – – –
CP
800
Canopy Partners
Ohio
$1.01M – – –