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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
926
IFG Advisors
Missouri
$358K +$1.29K +8 +0.4%
MMM
927
Mendel Money Management
Illinois
$357K -$16.1K -100 -5%
BCP
928
Blue Chip Partners
Michigan
$357K -$68.3K -425 -17%
VDI
929
Vaughan David Investments
Illinois
$356K +$6.11K +38 +2%
NAS
930
Nicolet Advisory Services
Wisconsin
$353K -$7.07K -44 -2%
WTB
931
Washington Trust Bank
Washington
$352K +$35.8K +223 +12%
SAMT
932
Select Asset Management & Trust
Pennsylvania
$351K -$40K -249 -11%
HCM
933
HMS Capital Management
Tennessee
$351K
FCH
934
Freestone Capital Holdings
Washington
$350K +$74.3K +462 +30%
BWP
935
Baldwin Wealth Partners
Massachusetts
$348K -$32.9K -205 -9%
IWS
936
Integrity Wealth Solutions
Colorado
$348K +$322K +2,004 New
MFA
937
Millington Financial Advisors
Illinois
$348K +$3.21K +20 +1%
GWM
938
Gray Wealth Management
Maine
$348K
CPIA
939
Cornell Pochily Investment Advisors
New York
$344K -$26.5K -165 -8%
MYIA
940
Mount Yale Investment Advisors
Colorado
$344K +$6.27K +39 +2%
BFM
941
Boston Financial Management
Massachusetts
$342K
CAG
942
Curtis Advisory Group
California
$342K
DWP
943
Daymark Wealth Partners
Ohio
$341K -$15.8K -98 -5%
EE
944
EWG Elevate
California
$339K -$161 -1 -0.1%
IIC
945
Ironwood Investment Counsel
Arizona
$338K +$16.2K +101 +5%
TCA
946
Transcend Capital Advisors
New Jersey
$338K
SFWC
947
Strategic Family Wealth Counselors
New Jersey
$338K +$5.14K +32 +2%
Vanguard Group
948
Vanguard Group
Pennsylvania
$337K +$19.1K +119 +7%
PWP
949
Perfromance Wealth Partners
Illinois
$336K
HF
950
HRT Financial
New York
$336K +$311K +1,933 New