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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1001
Embree Financial Group
Illinois
$775K -$110K -492 -13%
HA
1002
Helium Advisors
Washington
$774K +$1.34K +6 +0.2%
Vanguard National Trust
1003
Vanguard National Trust
Pennsylvania
$774K
MFA
1004
Millington Financial Advisors
Illinois
$769K +$670 +3 +0.1%
BRPW
1005
Ballast Rock Private Wealth
South Carolina
$768K +$1.12K +5 +0.1%
IWS
1006
Integrity Wealth Solutions
Colorado
$767K +$11.4K +51 +2%
EWM
1007
EPG Wealth Management
Georgia
$764K +$2.68K +12 +0.4%
RWM
1008
Riverbend Wealth Management
South Carolina
$763K -$24.1K -108 -3%
C1AG
1009
Client 1st Advisory Group
Florida
$762K -$40.7K -182 -5%
CNB
1010
Camden National Bank
Maine
$761K -$25.9K -116 -3%
PVI
1011
Pine Valley Investments
New Jersey
$760K -$7.37K -33 -1%
PMFA
1012
Plante Moran Financial Advisors
Michigan
$750K
CWM
1013
C2C Wealth Management
Arizona
$750K -$16.5K -74 -2%
KFI
1014
Key Financial Inc
Pennsylvania
$749K -$9.83K -44 -1%
DSA
1015
Davis Selected Advisers
Arizona
$747K -$1.86M -8,336 -72%
CIC
1016
Chilton Investment Company
Connecticut
$744K
Deutsche Bank
1017
Deutsche Bank
Germany
$741K -$5.58K -25 -0.8%
PFG
1018
Pinnacle Financial Group
Illinois
$741K +$223 +1 +0%
SDAM
1019
Shulman DeMeo Asset Management
New York
$739K +$893 +4 +0.1%
QP
1020
Quartz Partners
New York
$735K -$74.8K -335 -9%
HIM
1021
Hanlon Investment Management
New Jersey
$732K -$468K -2,094 -39%
BF
1022
Blankinship & Foster
California
$731K -$135K -605 -16%
MCM
1023
Magnolia Capital Management
New York
$730K -$306K -1,370 -30%
CSF
1024
Capital Squared Financial
Maryland
$726K +$2.23K +10 +0.3%
FPGK
1025
Financial Partners Group (Kansas)
Kansas
$726K -$12.1K -54 -2%