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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CB
226
Commerce Bank
Missouri
$2.64M +$32.4K +295 +1%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$2.6M -$19.7M -179,575 -89%
SF
228
Synovus Financial
Georgia
$2.59M -$130K -1,181 -5%
AllianceBernstein
229
AllianceBernstein
Tennessee
$2.57M +$661K +6,015 +36%
TWM
230
Tolleson Wealth Management
Texas
$2.57M
BPA
231
Beacon Pointe Advisors
California
$2.38M +$99.6K +907 +4%
CCM
232
Cribstone Capital Management
Maine
$2.38M -$48.2K -439 -2%
BCI
233
Brinker Capital Investments
Pennsylvania
$2.32M -$897K -8,171 -28%
CWM
234
Cornerstone Wealth Management
Missouri
$2.31M -$940K -8,557 -46%
SCM
235
SOL Capital Management
Maryland
$2.26M +$922K +8,395 +72%
MHS
236
M Holdings Securities
Oregon
$2.24M +$1.94M +17,699 +815%
Rockefeller Capital Management
237
Rockefeller Capital Management
New York
$2.23M +$72K +656 +3%
RVPG
238
Relative Value Partners Group
$2.23M +$61.4K +559 +3%
EPA
239
Element Pointe Advisors
Florida
$2.22M
BEC
240
Blue Edge Capital
Virginia
$2.17M +$739K +6,730 +54%
MGIA
241
Matthew Goff Investment Advisor
Texas
$2.17M +$181K +1,648 +9%
SCM
242
Smith Capital Management
Arkansas
$2.15M +$200K +1,825 +11%
BCM
243
BTC Capital Management
Iowa
$2.15M
SWP
244
Stratos Wealth Partners
Ohio
$2.13M -$50.3K -458 -2%
FMC
245
First Merchants Corp
Indiana
$2.11M
SAM
246
Silvercrest Asset Management
New York
$2.11M -$722K -6,575 -26%
SHA
247
Seneca House Advisors
Virginia
$2.09M +$54.8K +499 +3%
IFWM
248
Institute for Wealth Management
Colorado
$2.08M +$2.02M +18,423 New
PP
249
Palladium Partners
Virginia
$2.07M -$18.1K -165 -0.9%
Franklin Resources
250
Franklin Resources
California
$2.06M -$42.3K -385 -2%