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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
826
Lodestar Private Asset Management
California
$1.15M -$9.74K -45 -0.8%
FC
827
Fairscale Capital
New Hampshire
$1.15M -$224K -1,034 -16%
BCI
828
Blue Capital Inc
Nebraska
$1.15M +$49.4K +228 +4%
SWA
829
SOA Wealth Advisors
New York
$1.15M -$60.6K -280 -5%
VVP
830
Venture Visionary Partners
Ohio
$1.14M -$72.5K -335 -6%
CI
831
Conning Inc
Connecticut
$1.14M -$181K -837 -13%
PAMG
832
Patton Albertson Miller Group
Tennessee
$1.14M – – –
CNC
833
Canandaigua National Corp
New York
$1.13M +$1.16M +5,372 New
TW
834
Towerpoint Wealth
California
$1.13M -$866 -4 -0.1%
PCIG
835
Partners Capital Investment Group
Massachusetts
$1.13M +$4.33K +20 +0.4%
CFG
836
Cooper Financial Group
California
$1.13M +$227K +1,048 +24%
QCG
837
Quadrant Capital Group
Ohio
$1.12M -$5.41K -25 -0.5%
CA
838
Continuum Advisory
Idaho
$1.12M -$27.9K -129 -2%
HIM
839
Hanlon Investment Management
New Jersey
$1.12M -$213K -985 -16%
MFF
840
Michels Family Financial
Texas
$1.12M -$650 -3 -0.1%
MWA
841
Monograph Wealth Advisors
California
$1.12M – – –
CD
842
Chapin Davis
Maryland
$1.12M -$60.6K -280 -5%
CP
843
Canopy Partners
Ohio
$1.12M – – –
SFWC
844
Strategic Family Wealth Counselors
New Jersey
$1.11M +$6.5K +30 +0.6%
ZF
845
Zhang Financial
Michigan
$1.11M +$1.08K +5 +0.1%
Chevy Chase Trust
846
Chevy Chase Trust
Maryland
$1.11M -$49.4K -228 -4%
WPW
847
Waldron Private Wealth
Pennsylvania
$1.11M +$52.4K +242 +5%
BFG
848
Beacon Financial Group
Texas
$1.11M -$67.1K -310 -6%
EK
849
Evensky & Katz
Florida
$1.1M -$1.73K -8 -0.2%
NW
850
NewEdge Wealth
Pennsylvania
$1.1M +$28.1K +130 +3%