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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
251
HSBC Holdings
United Kingdom
$2.12M -$4.62M -38,825 -64%
MWM
252
Mattern Wealth Management
Kansas
$2.11M -$213K -1,789 -8%
TWM
253
Tolleson Wealth Management
Texas
$2.09M
SCM
254
SOL Capital Management
Maryland
$2.04M -$4.17K -35 -0.2%
First Trust Advisors
255
First Trust Advisors
Illinois
$2.02M -$235K -1,977 -9%
PW
256
Peninsula Wealth
California
$1.96M +$2.42M +20,315 New
SCM
257
Stordahl Capital Management
Colorado
$1.93M -$132K -1,110 -5%
RVPG
258
Relative Value Partners Group
$1.92M +$45K +378 +2%
EPA
259
Element Pointe Advisors
Florida
$1.9M
CP
260
Coho Partners
Pennsylvania
$1.88M +$2.32M +19,500 New
SCG
261
Sonata Capital Group
Washington
$1.87M -$146K -1,223 -6%
WA
262
Wealth Alliance
New York
$1.85M -$752K -6,322 -25%
BCM
263
BTC Capital Management
Iowa
$1.83M
PA
264
Procyon Advisors
Connecticut
$1.81M +$121K +1,015 +6%
SHA
265
Seneca House Advisors
Virginia
$1.79M +$108K +907 +5%
DSA
266
Davis Selected Advisers
Arizona
$1.75M -$4.73M -39,778 -69%
WQ
267
Wealth Quarterback
New Jersey
$1.73M +$937K +7,872 +76%
WAM
268
Wealthspire Advisors (Maryland)
Maryland
$1.72M +$295K +2,478 +16%
WANY
269
Wealthspire Advisors (New York)
New York
$1.72M +$2.13M +17,892 New
PFG
270
Pacific Financial Group
Washington
$1.72M -$1.83M -15,398 -46%
GT
271
Glenview Trust
Kentucky
$1.68M -$5.95K -50 -0.3%
IP
272
Investment Partners
Ohio
$1.67M +$424K +3,563 +26%
WB
273
WesBanco Bank
West Virginia
$1.66M +$196K +1,651 +11%
WP
274
WealthSource Partners
California
$1.66M -$3.53M -29,634 -63%
ELC
275
Edgar Lomax Company
Virginia
$1.66M