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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PB
226
Pinnacle Bancorp
Nebraska
$3.77M +$247K +1,983 +7%
HCM
227
Hudson Capital Management
New Jersey
$3.77M -$148K -1,189 -4%
VFA
228
Voya Financial Advisors
Connecticut
$3.76M +$2.65M +21,303 +277%
SEIA
229
Signature Estate & Investment Advisors
California
$3.74M -$203K -1,634 -5%
QCM
230
Quest Capital Management
Texas
$3.65M -$442K -3,552 -11%
PP
231
Palladium Partners
Virginia
$3.59M +$1.08M +8,663 +46%
LFAS
232
Level Four Advisory Services
Texas
$3.57M -$7.71K -62 -0.2%
Brown Advisory
233
Brown Advisory
Maryland
$3.57M +$196K +1,576 +6%
AIA
234
Arcadia Investment Advisors
Idaho
$3.53M +$1.54M +12,398 +84%
NB
235
Nicolet Bankshares
Wisconsin
$3.4M – – –
SWP
236
Stratos Wealth Partners
Ohio
$3.35M +$369K +2,963 +13%
WA
237
Wealth Alliance
New York
$3.32M +$3.17M +25,507 New
FNBT
238
FineMark National Bank & Trust
Florida
$3.25M +$20.5K +165 +0.7%
BWA
239
BDO Wealth Advisors
Florida
$3.23M -$207K -1,661 -6%
NSB
240
Norway Savings Bank
Maine
$3.23M -$272K -2,184 -8%
HWA
241
Hilltop Wealth Advisors
North Carolina
$3.17M +$3.03M +24,366 New
CB
242
Commerce Bank
Missouri
$3.12M -$622 -5 -0%
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$3.12M +$858K +6,892 +40%
EWF
244
Epstein & White Financial
California
$3.08M -$8.76M -70,409 -75%
MWM
245
Mattern Wealth Management
Kansas
$3.08M +$2.95M +23,682 New
EWA
246
EP Wealth Advisors
California
$3.07M +$1.5M +12,084 +105%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$3.03M +$7.96K +64 +0.3%
BEC
248
Blue Edge Capital
Virginia
$3.02M +$125K +1,007 +5%
EWM
249
Evercore Wealth Management
New York
$3.01M +$1.95M +15,691 +211%
First Trust Advisors
250
First Trust Advisors
Illinois
$2.98M +$19.4K +156 +0.7%