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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
901
F.L. Putnam Investment Management
Massachusetts
$381K +$29.3K +182 +9%
BW
902
BIP Wealth
Georgia
$381K -$27.2K -169 -7%
SIC
903
Samalin Investment Counsel
New York
$380K +$4.02K +25 +1%
PSP
904
Pacific Sage Partners
Washington
$380K – – –
EW
905
Element Wealth
Mississippi
$379K -$16.7K -104 -5%
FNBTCON
906
First National Bank & Trust Co of Newtown
Pennsylvania
$379K – – –
AWM
907
Aviso Wealth Management
Washington
$379K +$350K +2,177 New
MFG
908
Merit Financial Group
Georgia
$378K +$37.6K +234 +12%
HWA
909
HCR Wealth Advisors
California
$378K +$350K +2,176 New
IFWM
910
Institute for Wealth Management
Colorado
$377K – – –
CSWM
911
Cassady Schiller Wealth Management
Ohio
$377K – – –
PWM
912
Perigon Wealth Management
California
$374K -$19.8K -123 -5%
Empower Advisory Group
913
Empower Advisory Group
Colorado
$372K -$99.8K -621 -23%
CFAM
914
Center For Asset Management
Florida
$372K -$5.14K -32 -1%
CCM
915
Colorado Capital Management
Colorado
$371K – – –
AIS
916
American Investment Services
Massachusetts
$368K -$21.7K -135 -6%
EW
917
Enzi Wealth
Texas
$367K -$7.23K -45 -2%
LS
918
Leelyn Smith
Illinois
$367K – – –
MC
919
Moors & Cabot
Massachusetts
$366K +$32.6K +203 +11%
WIA
920
World Investment Advisors
California
$365K -$18.8M -116,836 -98%
PWA
921
Peterson Wealth Advisors
Utah
$365K -$4.82K -30 -1%
ST
922
Sabal Trust
Florida
$364K – – –
LWM
923
LongView Wealth Management
Georgia
$364K +$336K +2,090 New
CTFG
924
Capstone Triton Financial Group
Oklahoma
$363K +$2.25K +14 +0.7%
CCA
925
Conservest Capital Advisors
Pennsylvania
$362K – – –