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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
1026
First Citizens Financial Corp
Iowa
$251K – – –
PA
1027
PFG Advisors
Arizona
$251K -$45.2K -281 -16%
APA
1028
Astoria Portfolio Advisors
New York
$251K +$230K +1,433 New
Fisher Asset Management
1029
Fisher Asset Management
Washington
$251K +$232K +1,441 New
VCM
1030
Vivaldi Capital Management
Illinois
$249K +$230K +1,431 New
CCMG
1031
Clark Capital Management Group
Pennsylvania
$248K – – –
DP
1032
Denver PWM
Colorado
$248K +$2.41K +15 +1%
FA
1033
Fountainhead AM
New Jersey
$248K +$2.41K +15 +1%
PL
1034
Parthenon LLC
Kentucky
$247K – – –
AP
1035
Appleton Partners
Massachusetts
$247K -$3.21K -20 -1%
WQ
1036
Wealth Quarterback
New Jersey
$246K -$19.8K -123 -8%
EWA
1037
Evolution Wealth Advisors
Florida
$246K – – –
CFGA
1038
Cambridge Financial Group (Arizona)
Arizona
$245K +$226K +1,408 New
BFP
1039
Beacon Financial Planning
Massachusetts
$244K +$2.25K +14 +1%
BBWP
1040
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$10.1K +63 +5%
SG Americas Securities
1041
SG Americas Securities
New York
$242K -$5.6M -34,867 -96%
BC
1042
Barrett & Company
Rhode Island
$242K +$482 +3 +0.2%
BWM
1043
Baystate Wealth Management
Massachusetts
$242K +$2.25K +14 +1%
GI
1044
GAMMA Investing
California
$241K +$222K +1,384 New
GKWIM
1045
Gerber Kawasaki Wealth & Investment Management
California
$241K +$964 +6 +0.4%
MC
1046
Middleton & Co
Massachusetts
$239K +$221K +1,375 New
HBT
1047
Hills Bank & Trust
Iowa
$237K – – –
VPP
1048
Vertex Planning Partners
Illinois
$237K – – –
PWA
1049
Physician Wealth Advisors
Utah
$236K +$161 +1 +0.1%
JEST
1050
JTC Employer Solutions Trustee
Jersey
$236K – – –