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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
226
Hudson Capital Management
New Jersey
$3.77M -$148K -1,189 -4%
VFA
227
Voya Financial Advisors
Connecticut
$3.76M +$2.65M +21,303 +277%
SEIA
228
Signature Estate & Investment Advisors
California
$3.74M -$203K -1,634 -5%
QCM
229
Quest Capital Management
Texas
$3.65M -$442K -3,552 -11%
PP
230
Palladium Partners
Virginia
$3.59M +$1.08M +8,663 +46%
LFAS
231
Level Four Advisory Services
Texas
$3.57M -$7.71K -62 -0.2%
Brown Advisory
232
Brown Advisory
Maryland
$3.57M +$196K +1,576 +6%
AIA
233
Arcadia Investment Advisors
Idaho
$3.53M +$1.54M +12,398 +84%
NB
234
Nicolet Bankshares
Wisconsin
$3.4M
SWP
235
Stratos Wealth Partners
Ohio
$3.35M +$369K +2,963 +13%
WA
236
Wealth Alliance
New York
$3.32M +$3.17M +25,507 New
FNBT
237
FineMark National Bank & Trust
Florida
$3.25M +$20.5K +165 +0.7%
BWA
238
BDO Wealth Advisors
Florida
$3.23M -$207K -1,661 -6%
NSB
239
Norway Savings Bank
Maine
$3.23M -$272K -2,184 -8%
HWA
240
Hilltop Wealth Advisors
North Carolina
$3.17M +$3.03M +24,366 New
CB
241
Commerce Bank
Missouri
$3.12M -$622 -5 -0%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$3.12M +$858K +6,892 +40%
EWF
243
Epstein & White Financial
California
$3.08M -$8.76M -70,409 -75%
MWM
244
Mattern Wealth Management
Kansas
$3.08M +$2.95M +23,682 New
EWA
245
EP Wealth Advisors
California
$3.07M +$1.5M +12,084 +105%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$3.03M +$7.96K +64 +0.3%
BEC
247
Blue Edge Capital
Virginia
$3.02M +$125K +1,007 +5%
EWM
248
Evercore Wealth Management
New York
$3.01M +$1.95M +15,691 +211%
First Trust Advisors
249
First Trust Advisors
Illinois
$2.98M +$19.4K +156 +0.7%
SRSA
250
S.R. Schill & Associates
Washington
$2.96M -$229K -1,844 -8%