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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1001
Fulcrum Equity Management
Texas
$775K -$147K -660 -16%
EFG
1002
Embree Financial Group
Illinois
$775K -$110K -492 -13%
HA
1003
Helium Advisors
Washington
$774K +$1.34K +6 +0.2%
Vanguard National Trust
1004
Vanguard National Trust
Pennsylvania
$774K – – –
MFA
1005
Millington Financial Advisors
Illinois
$769K +$670 +3 +0.1%
BRPW
1006
Ballast Rock Private Wealth
South Carolina
$768K +$1.12K +5 +0.1%
IWS
1007
Integrity Wealth Solutions
Colorado
$767K +$11.4K +51 +2%
EWM
1008
EPG Wealth Management
Georgia
$764K +$2.68K +12 +0.4%
RWM
1009
Riverbend Wealth Management
South Carolina
$763K -$24.1K -108 -3%
C1AG
1010
Client 1st Advisory Group
Florida
$762K -$40.7K -182 -5%
CNB
1011
Camden National Bank
Maine
$761K -$25.9K -116 -3%
PVI
1012
Pine Valley Investments
New Jersey
$760K -$7.37K -33 -1%
PMFA
1013
Plante Moran Financial Advisors
Michigan
$750K – – –
CWM
1014
C2C Wealth Management
Arizona
$750K -$16.5K -74 -2%
KFI
1015
Key Financial Inc
Pennsylvania
$749K -$9.83K -44 -1%
DSA
1016
Davis Selected Advisers
Arizona
$747K -$1.86M -8,336 -72%
CIC
1017
Chilton Investment Company
Connecticut
$744K – – –
Deutsche Bank
1018
Deutsche Bank
Germany
$741K -$5.58K -25 -0.8%
PFG
1019
Pinnacle Financial Group
Illinois
$741K +$223 +1 +0%
SDAM
1020
Shulman DeMeo Asset Management
New York
$739K +$893 +4 +0.1%
QP
1021
Quartz Partners
New York
$735K -$74.8K -335 -9%
HIM
1022
Hanlon Investment Management
New Jersey
$732K -$468K -2,094 -39%
BF
1023
Blankinship & Foster
California
$731K -$135K -605 -16%
MCM
1024
Magnolia Capital Management
New York
$730K -$306K -1,370 -30%
CSF
1025
Capital Squared Financial
Maryland
$726K +$2.23K +10 +0.3%