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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$711K +$100K +1,121 +16%
Allianz Asset Management
227
Allianz Asset Management
Germany
$708K -$2.41M -27,000 -77%
CWM
228
Confluence Wealth Management
Oregon
$702K +$63.8K +713 +10%
CFG
229
Citizens Financial Group
Rhode Island
$698K +$705K +7,886 New
ABC
230
Associated Banc-Corp
Wisconsin
$678K
LNC
231
Lincoln National Corp
Pennsylvania
$676K +$376K +4,202 +108%
JIC
232
Johnson Investment Counsel
Ohio
$672K +$409K +4,570 +151%
BFO
233
Boston Family Office
Massachusetts
$664K
EWM
234
Evercore Wealth Management
New York
$658K
ELC
235
Edgar Lomax Company
Virginia
$652K
GF
236
Gerstein Fisher
New York
$633K -$23.1K -258 -3%
FA
237
FDx Advisors
Illinois
$621K +$627K +7,011 New
TIA
238
Tiemann Investment Advisors
California
$619K -$16.6K -186 -3%
EWA
239
EP Wealth Advisors
California
$614K +$217K +2,425 +54%
BOTW
240
Bank of the West
California
$613K +$26.8K +300 +5%
MG
241
Mather Group
Illinois
$599K +$263K +2,946 +77%
NFG
242
Nations Financial Group
Iowa
$599K +$605K +6,768 New
PA
243
Pinnacle Associates
New York
$592K -$8.94K -100 -1%
CDIA
244
Capital Directions Investment Advisors
Georgia
$578K
BSW
245
Buckingham Strategic Wealth
Missouri
$576K +$57.2K +640 +11%
RMCM
246
Reynders McVeigh Capital Management
Massachusetts
$566K
BRWA
247
B. Riley Wealth Advisors
Florida
$565K +$257K +2,876 +82%
ASN
248
Advisory Services Network
Georgia
$561K +$240K +2,683 +73%
CIM
249
Confluence Investment Management
Missouri
$554K +$168K +1,874 +43%
LYV
250
Live Your Vision
Pennsylvania
$546K