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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$950K -$40.6K -476 -4%
Brown Advisory
227
Brown Advisory
Maryland
$943K -$34.2K -401 -4%
TFF
228
The Family Firm
Maryland
$933K +$8.53K +100 +1%
FA
229
FDx Advisors
Illinois
$914K +$269K +3,147 +45%
SC
230
Savant Capital
Illinois
$892K -$37.6K -441 -4%
BP
231
Ballentine Partners
Massachusetts
$889K +$74.1K +868 +10%
SFA
232
Sequoia Financial Advisors
Ohio
$885K -$158K -1,856 -16%
HW
233
Hancock Whitney
Mississippi
$865K -$439K -5,149 -35%
LFG
234
LifePlan Financial Group
Ohio
$853K +$24.4K +286 +3%
FIM
235
Freedom Investment Management
Connecticut
$848K -$49.7K -582 -6%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$809K +$48.3K +566 +7%
JIC
237
Johnson Investment Counsel
Ohio
$803K +$115K +1,344 +18%
IFA
238
Interactive Financial Advisors
Illinois
$781K -$2.82K -33 -0.4%
DPI
239
Diversified Portfolios Inc
Michigan
$781K
ELC
240
Edgar Lomax Company
Virginia
$760K +$93.4K +1,094 +15%
SC
241
Stratford Consulting
Texas
$744K -$1.28K -15 -0.2%
CWM
242
Confluence Wealth Management
Oregon
$722K +$8.7K +102 +1%
Allianz Asset Management
243
Allianz Asset Management
Germany
$719K
ABC
244
Associated Banc-Corp
Wisconsin
$688K
CFG
245
Citizens Financial Group
Rhode Island
$682K -$26K -305 -4%
EWM
246
Evercore Wealth Management
New York
$668K
MG
247
Mather Group
Illinois
$658K +$47.4K +555 +8%
ACM
248
Azimuth Capital Management
Michigan
$656K -$94.3K -1,105 -13%
NFG
249
Nations Financial Group
Iowa
$637K +$27K +316 +5%
Simplex Trading
250
Simplex Trading
Illinois
$635K +$601K +7,039 +23,463%