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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
851
Quadcap Wealth Management
Texas
$820K -$29.8K -150 -3%
BIA
852
Benchmark Investment Advisors
Illinois
$818K -$140K -705 -14%
GWS
853
Glassman Wealth Services
Virginia
$816K -$37.5K -189 -4%
CPSC
854
Carl P. Sherr & Co
Massachusetts
$814K
FCAS
855
First Command Advisory Services
Texas
$814K
IWA
856
Inspirion Wealth Advisors
Illinois
$813K
SAM
857
Smartleaf Asset Management
Massachusetts
$807K +$46.6K +235 +6%
AL
858
Aspiriant LLC
California
$806K +$16.9K +85 +2%
AWA
859
Arete Wealth Advisors
Illinois
$806K +$281K +1,417 +50%
CG
860
Caprock Group
Idaho
$805K +$836K +4,216 New
TCOTS
861
Trust Company of the South
North Carolina
$800K
ESB
862
Essex Savings Bank
Connecticut
$800K -$40.5K -204 -5%
DWS
863
Discipline Wealth Solutions
South Carolina
$798K -$69.6K -351 -8%
MA
864
MCF Advisors
Kentucky
$794K
CAI
865
Capital Advisors Inc
Oklahoma
$793K +$7.54K +38 +0.9%
O3W
866
Omni 360 Wealth
New Jersey
$793K +$74K +373 +10%
PWCM
867
Processus Wealth & Capital Management
Tennessee
$791K +$56.9K +287 +7%
Fisher Asset Management
868
Fisher Asset Management
Washington
$790K +$821K +4,137 New
WCP
869
Wick Capital Partners
Pennsylvania
$789K
ACM
870
Absolute Capital Management
Pennsylvania
$785K -$155K -780 -16%
SEIA
871
Signature Estate & Investment Advisors
California
$781K +$286K +1,442 +54%
CB
872
Community Bank
New York
$779K -$105K -531 -12%
CWM
873
ClientFirst Wealth Management
Arkansas
$776K +$806K +4,066 New
PPA
874
Pacific Point Advisors
California
$776K +$786K +3,964 New
CST
875
Charles Schwab Trust
Nevada
$776K