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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
826
Venture Visionary Partners
Ohio
$1.22M -$58.9K -281 -5%
BFO
827
Boston Family Office
Massachusetts
$1.22M – – –
HWM
828
HighMark Wealth Management
Minnesota
$1.22M -$5.66K -27 -0.5%
SWA
829
SOA Wealth Advisors
New York
$1.21M -$211K -1,009 -15%
OWA
830
Opal Wealth Advisors
New York
$1.21M +$141K +673 +13%
Vanguard Personalized Indexing Management
831
Vanguard Personalized Indexing Management
California
$1.2M -$580K -2,769 -33%
NCG
832
Newport Capital Group
New Jersey
$1.2M +$72.3K +345 +7%
ATC
833
Argent Trust Co
Tennessee
$1.2M +$428K +2,040 +57%
SAG
834
SageView Advisory Group
California
$1.19M -$17.6K -84 -1%
BSTWA
835
Blake Schutter Theil Wealth Advisors
Ohio
$1.18M – – –
CD
836
Chapin Davis
Maryland
$1.18M +$419 +2 +0%
BFG
837
Beacon Financial Group
Texas
$1.18M +$111K +532 +11%
WPC
838
Wedmont Private Capital
Pennsylvania
$1.17M -$11.5K -55 -1%
LPAM
839
Lodestar Private Asset Management
California
$1.17M -$8.59K -41 -0.7%
BI
840
Breachway Investments
Rhode Island
$1.17M +$1.15M +5,500 New
EAN
841
Excelsior Advisor Network
Colorado
$1.16M +$1.15M +5,487 New
Chevy Chase Trust
842
Chevy Chase Trust
Maryland
$1.16M – – –
CA
843
Continuum Advisory
Idaho
$1.15M +$230K +1,099 +25%
CAC
844
Certified Advisory Corp
Florida
$1.15M -$4.19K -20 -0.4%
SMA
845
Seven Mile Advisory
New Jersey
$1.14M -$655K -3,126 -37%
PAMG
846
Patton Albertson Miller Group
Tennessee
$1.14M -$210 -1 -0%
TW
847
Towerpoint Wealth
California
$1.14M +$1.68K +8 +0.1%
QCG
848
Quadrant Capital Group
Ohio
$1.13M – – –
PCIG
849
Partners Capital Investment Group
Massachusetts
$1.13M +$203K +971 +22%
SAM
850
Silvercrest Asset Management
New York
$1.13M – – –