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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
801
Clarity Asset Management
Iowa
$755K -$987K -5,553 -58%
QWM
802
Quadcap Wealth Management
Texas
$751K +$77.1K +434 +12%
FMTC
803
Farmers & Merchants Trust Company
California
$747K – – –
FWTB
804
First Western Trust Bank
Colorado
$735K -$20.4K -115 -3%
Chevy Chase Trust
805
Chevy Chase Trust
Maryland
$728K -$121K -680 -15%
HKIMG
806
Hutchens & Kramer Investment Management Group
Indiana
$726K +$695K +3,910 New
AFP
807
Advus Financial Partners
Florida
$724K +$689K +3,876 New
WTC
808
WhitTier Trust Company
Nevada
$724K – – –
S
809
SignatureFD
Georgia
$715K +$16K +90 +2%
VC
810
Veracity Capital
Georgia
$711K +$146K +821 +27%
WWP
811
WR Wealth Planners
Missouri
$708K +$673K +3,789 New
AWM
812
Aspire Wealth Management
Massachusetts
$706K +$672K +3,780 New
FFA
813
First Foundation Advisors
California
$701K +$196K +1,101 +42%
HSBC Holdings
814
HSBC Holdings
United Kingdom
$697K -$1.61M -9,040 -71%
EWM
815
Empirical Wealth Management
Washington
$697K -$107K -600 -14%
SAM
816
Smartleaf Asset Management
Massachusetts
$691K +$5.69K +32 +0.9%
PCM
817
Parsons Capital Management
Rhode Island
$688K -$38.2K -215 -6%
PMAM
818
Picton Mahoney Asset Management
Ontario, Canada
$684K – – –
ICG
819
InterOcean Capital Group
Tennessee
$682K – – –
PWCM
820
Processus Wealth & Capital Management
Tennessee
$681K -$33.6K -189 -5%
CFO
821
CVA Family Office
Colorado
$678K – – –
CCA
822
Clarity Capital Advisors
Florida
$673K +$2.84K +16 +0.4%
CCG
823
Catalina Capital Group
California
$672K +$639K +3,597 New
CIC
824
Chilton Investment Company
Connecticut
$671K – – –
FAM
825
Frontier Asset Management
Wyoming
$671K -$1.05M -5,893 -62%