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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1076
Klingman & Associates
New York
$387K -$212K -1,095 -35%
GAG
1077
GM Advisory Group
New York
$387K +$99.8K +516 +34%
PWP
1078
Perfromance Wealth Partners
Illinois
$386K -$9.87K -51 -2%
SWM
1079
Shakespeare Wealth Management
Wisconsin
$385K – – –
NFA
1080
Northwest Financial Advisors
Virginia
$384K +$390K +2,014 New
Fisher Asset Management
1081
Fisher Asset Management
Washington
$383K -$412K -2,130 -51%
KIA
1082
KCM Investment Advisors
California
$381K – – –
LWCFA
1083
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$381K -$29K -150 -7%
Deutsche Bank
1084
Deutsche Bank
Germany
$381K -$3.87K -20 -1%
SPWG
1085
Syntegra Private Wealth Group
Missouri
$380K +$136K +702 +54%
OC
1086
Oarsman Capital
Wisconsin
$380K -$164K -850 -30%
NAS
1087
Nicolet Advisory Services
Wisconsin
$379K +$1.74K +9 +0.4%
IFA
1088
Interactive Financial Advisors
Illinois
$379K -$194 -1 -0.1%
ECM
1089
Evergreen Capital Management
Washington
$377K – – –
PWM
1090
Penobscot Wealth Management
Maine
$377K +$383K +1,980 New
SFA
1091
Salus Financial Advisors
Colorado
$374K -$43.5K -225 -10%
CAG
1092
Curtis Advisory Group
California
$374K – – –
BWA
1093
BlueChip Wealth Advisors
Georgia
$373K -$343K -1,775 -48%
NAM
1094
NTV Asset Management
West Virginia
$373K +$3.87K +20 +1%
ECA
1095
Elevated Capital Advisors
Utah
$370K -$37.5K -194 -9%
BWL
1096
Bogart Wealth LLC
Virginia
$370K +$774 +4 +0.2%
EA
1097
Everpar Advisors
Oklahoma
$368K +$57.7K +298 +18%
FOA
1098
Five Oceans Advisors
California
$367K +$372K +1,924 New
AF
1099
Affiance Financial
Minnesota
$365K – – –
EW
1100
Enzi Wealth
Texas
$365K – – –