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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
826
Perigon Wealth Management
California
$350K -$55K -340 -13%
SAMT
827
Select Asset Management & Trust
Pennsylvania
$349K -$52.5K -325 -13%
AIS
828
American Investment Services
Massachusetts
$346K -$37.7K -233 -9%
KIA
829
KCM Investment Advisors
California
$344K
TWM
830
Tradition Wealth Management
Minnesota
$344K +$485 +3 +0.1%
T2I
831
Turim 21 Investimentos
Brazil
$343K
BWP
832
Baldwin Wealth Partners
Massachusetts
$340K
Kovitz Investment Group Partners
833
Kovitz Investment Group Partners
Illinois
$339K -$50.4K -312 -12%
BFA
834
Beaumont Financial Advisors
Massachusetts
$338K
PSP
835
Pacific Sage Partners
Washington
$336K
FNBTCON
836
First National Bank & Trust Co of Newtown
Pennsylvania
$335K -$205K -1,268 -37%
WSFS
837
Wilmington Savings Fund Society
Delaware
$335K -$9.21K -57 -3%
CFAM
838
Center For Asset Management
Florida
$334K -$49K -303 -12%
IFWM
839
Institute for Wealth Management
Colorado
$334K
AFG
840
AFS Financial Group
Maryland
$333K
CSWM
841
Cassady Schiller Wealth Management
Ohio
$333K
SIC
842
Samalin Investment Counsel
New York
$333K -$8.08K -50 -2%
ADL
843
Asset Dedication LLC
California
$332K -$10.7K -66 -3%
MMM
844
Mendel Money Management
Illinois
$332K -$16.2K -100 -4%
EW
845
Enzi Wealth
Texas
$330K
CPIA
846
Cornell Pochily Investment Advisors
New York
$330K
MOS
847
MGO One Seven
Ohio
$329K +$1.13K +7 +0.3%
CCM
848
Colorado Capital Management
Colorado
$328K
PWA
849
Peterson Wealth Advisors
Utah
$327K -$808 -5 -0.2%
LS
850
Leelyn Smith
Illinois
$324K