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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
801
Beacon Financial Group
Texas
$1M -$36.5K -184 -3%
NWAG
802
Net Worth Advisory Group
Utah
$1M -$32.5K -164 -3%
EPM
803
Elm Partners Management
Pennsylvania
$999K – – –
CSP
804
Cary Street Partners
Virginia
$997K +$1.04M +5,222 New
ACIM
805
Azimuth Capital Investment Management
Michigan
$985K +$1.78K +9 +0.2%
ADL
806
Asset Dedication LLC
California
$983K +$223K +1,125 +28%
NEPWA
807
New England Private Wealth Advisors
Massachusetts
$981K +$2.38K +12 +0.2%
JFG
808
JMG Financial Group
Illinois
$980K +$18K +91 +2%
EB
809
Eastern Bank
Massachusetts
$980K – – –
FMTC
810
Farmers & Merchants Trust Company
California
$974K +$84.3K +425 +9%
NB
811
NBT Bank
New York
$970K -$15.9K -80 -2%
SIC
812
Sterling Investment Counsel
New York
$970K -$1.09M -5,471 -52%
CFG
813
Cooper Financial Group
California
$969K +$265K +1,334 +36%
VVP
814
Venture Visionary Partners
Ohio
$965K +$20.2K +102 +2%
AssetMark Inc
815
AssetMark Inc
California
$959K +$826K +4,165 +486%
HA
816
Helium Advisors
Washington
$956K +$993K +5,008 New
NFW
817
Noble Family Wealth
Florida
$953K – – –
MCM
818
MidAtlantic Capital Management
Virginia
$952K -$3.57K -18 -0.4%
GSEP
819
Golden State Equity Partners
California
$952K -$39.9K -201 -4%
FA
820
Fiduciary Alliance
South Carolina
$946K +$5.55K +28 +0.6%
AWM
821
Aprio Wealth Management
Georgia
$944K +$981K +4,946 New
EAMA
822
EFG Asset Management (Americas)
Florida
$940K +$2.18K +11 +0.2%
VPF
823
Vantage Point Financial
Illinois
$933K +$969K +4,887 New
MWA
824
Merkkuri Wealth Advisors
New York
$922K +$144K +724 +18%
RWS
825
Retirement Wealth Solutions
Wisconsin
$914K +$963K +4,856 New