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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFA
1076
Northwest Financial Advisors
Virginia
$384K +$390K +2,014 New
Fisher Asset Management
1077
Fisher Asset Management
Washington
$383K -$412K -2,130 -51%
KIA
1078
KCM Investment Advisors
California
$381K
LWCFA
1079
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$381K -$29K -150 -7%
Deutsche Bank
1080
Deutsche Bank
Germany
$381K -$3.87K -20 -1%
SPWG
1081
Syntegra Private Wealth Group
Missouri
$380K +$136K +702 +54%
OC
1082
Oarsman Capital
Wisconsin
$380K -$164K -850 -30%
NAS
1083
Nicolet Advisory Services
Wisconsin
$379K +$1.74K +9 +0.4%
IFA
1084
Interactive Financial Advisors
Illinois
$379K -$194 -1 -0.1%
ECM
1085
Evergreen Capital Management
Washington
$377K
PWM
1086
Penobscot Wealth Management
Maine
$377K +$383K +1,980 New
SFA
1087
Salus Financial Advisors
Colorado
$374K -$43.5K -225 -10%
CAG
1088
Curtis Advisory Group
California
$374K
BWA
1089
BlueChip Wealth Advisors
Georgia
$373K -$343K -1,775 -48%
NAM
1090
NTV Asset Management
West Virginia
$373K +$3.87K +20 +1%
ECA
1091
Elevated Capital Advisors
Utah
$370K -$37.5K -194 -9%
BWL
1092
Bogart Wealth LLC
Virginia
$370K +$774 +4 +0.2%
EA
1093
Everpar Advisors
Oklahoma
$368K +$57.7K +298 +18%
FOA
1094
Five Oceans Advisors
California
$367K +$372K +1,924 New
AF
1095
Affiance Financial
Minnesota
$365K
EW
1096
Enzi Wealth
Texas
$365K
CI
1097
Cambiar Investors
Colorado
$362K -$157K -809 -30%
AFA
1098
Allium Financial Advisors
Oregon
$362K +$367K +1,897 New
PWA
1099
Peterson Wealth Advisors
Utah
$360K -$1.35K -7 -0.3%
EFG
1100
Ethos Financial Group
Pennsylvania
$359K +$177K +917 +95%