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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMTC
801
Farmers & Merchants Trust Company
California
$747K
FWTB
802
First Western Trust Bank
Colorado
$735K -$20.4K -115 -3%
Chevy Chase Trust
803
Chevy Chase Trust
Maryland
$728K -$121K -680 -15%
HKIMG
804
Hutchens & Kramer Investment Management Group
Indiana
$726K +$695K +3,910 New
AFPL
805
Advus Financial Partners, LLC
Florida
$724K +$689K +3,876 New
WTC
806
WhitTier Trust Company
Nevada
$724K
S
807
SignatureFD
Georgia
$715K +$16K +90 +2%
VC
808
Veracity Capital
Georgia
$711K +$146K +821 +27%
WWP
809
WR Wealth Planners
Missouri
$708K +$673K +3,789 New
AWM
810
Aspire Wealth Management
Massachusetts
$706K +$672K +3,780 New
FFA
811
First Foundation Advisors
California
$701K +$196K +1,101 +42%
HSBC Holdings
812
HSBC Holdings
United Kingdom
$697K -$1.61M -9,040 -71%
EWM
813
Empirical Wealth Management
Washington
$697K -$107K -600 -14%
SAM
814
Smartleaf Asset Management
Massachusetts
$691K +$5.69K +32 +0.9%
PCM
815
Parsons Capital Management
Rhode Island
$688K -$38.2K -215 -6%
PMAM
816
Picton Mahoney Asset Management
Ontario, Canada
$684K
ICG
817
InterOcean Capital Group
Tennessee
$682K
PWCM
818
Processus Wealth & Capital Management
Tennessee
$681K -$33.6K -189 -5%
CFO
819
CVA Family Office
Colorado
$678K
CCA
820
Clarity Capital Advisors
Florida
$673K +$2.84K +16 +0.4%
CCG
821
Catalina Capital Group
California
$672K +$639K +3,597 New
CIC
822
Chilton Investment Company
Connecticut
$671K
FAM
823
Frontier Asset Management
Wyoming
$671K -$1.05M -5,893 -62%
EIA
824
Edgemoor Investment Advisors
Maryland
$671K
PWH
825
Priebe Wealth Holdings
Minnesota
$670K -$34.3K -193 -5%