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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
926
ClientFirst Wealth Management
Arkansas
$923K – – –
FCH
927
Freestone Capital Holdings
Washington
$920K +$164K +736 +22%
BCI
928
Blue Capital Inc
Nebraska
$918K -$312K -1,397 -26%
FFS
929
Founders Financial Securities
Maryland
$915K +$4.02K +18 +0.4%
BHIA
930
Birch Hill Investment Advisors
Massachusetts
$915K +$62.5K +280 +7%
CG
931
CFO4Life Group
Texas
$913K +$898K +4,021 New
CPSC
932
Carl P. Sherr & Co
Massachusetts
$912K – – –
TNB
933
Thomasville National Bank
Georgia
$908K +$893K +4,000 New
ACM
934
Advisors Capital Management
New Jersey
$907K +$45.1K +202 +5%
FWI
935
Facet Wealth Inc
Maryland
$907K +$61.6K +276 +7%
KWA
936
Kingswood Wealth Advisors
California
$904K -$131K -587 -13%
IWA
937
Inspirion Wealth Advisors
Illinois
$904K -$64.1K -287 -7%
PPA
938
Pacific Point Advisors
California
$900K – – –
HAG
939
HighPoint Advisor Group
Illinois
$885K +$9.61K +43 +1%
CIA
940
Cape Investment Advisory
Georgia
$882K -$117K -526 -12%
CA
941
Crewe Advisors
Utah
$880K +$262K +1,172 +43%
MPIA
942
Milestones Private Investment Advisors
New York
$880K – – –
DCM
943
Dimension Capital Management
Florida
$879K – – –
DW
944
Durante & Waters
New York
$878K -$860K -3,850 -50%
CG
945
Caprock Group
Idaho
$878K +$864K +3,868 New
Mackenzie Financial
946
Mackenzie Financial
Ontario, Canada
$876K +$862K +3,858 New
EP
947
Edgestream Partners
New Jersey
$866K +$397K +1,778 +87%
Empower Advisory Group
948
Empower Advisory Group
Colorado
$861K +$281K +1,260 +50%
JFG
949
JMG Financial Group
Illinois
$859K – – –
CIBC World Market
950
CIBC World Market
Ontario, Canada
$859K -$184K -822 -18%