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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
276
StoneX Group
New York
$921K +$914K +8,772 New
BWA
277
BlueSky Wealth Advisors
North Carolina
$895K -$4.48K -43 -0.5%
DPI
278
Diversified Portfolios Inc
Michigan
$893K
PFPT
279
Pinnacle Financial Partners (Tennessee)
Tennessee
$864K -$35.4K -340 -4%
FPFS
280
First Personal Financial Services
North Carolina
$863K
LNC
281
Lincoln National Corp
Pennsylvania
$863K +$1.98K +19 +0.2%
SC
282
Stratford Consulting
Texas
$838K
CWM
283
Confluence Wealth Management
Oregon
$835K
KA
284
Kovack Advisors
Florida
$814K +$24.2K +232 +3%
PMAM
285
Picton Mahoney Asset Management
Ontario, Canada
$808K +$802K +7,700 New
Two Sigma Advisers
286
Two Sigma Advisers
New York
$798K +$792K +7,600 New
KPCM
287
Kings Point Capital Management
New York
$793K
EWM
288
Evercore Wealth Management
New York
$780K
CFG
289
Citizens Financial Group
Rhode Island
$776K -$19.8K -190 -3%
CIAS
290
Capital Investment Advisory Services
North Carolina
$766K +$13.5K +130 +2%
SFA
291
Sequoia Financial Advisors
Ohio
$758K +$275K +2,637 +58%
MC
292
Mathes Company
New York
$745K
DAS
293
Dynamic Advisor Solutions
Arizona
$744K -$42.9K -412 -5%
RCA
294
Rex Capital Advisors
Rhode Island
$744K
EAMA
295
EFG Asset Management (Americas)
Florida
$736K +$18.6K +179 +3%
FHA
296
Flagship Harbor Advisors
Massachusetts
$731K -$28.1K -270 -4%
NFG
297
Nations Financial Group
Iowa
$726K +$139K +1,331 +24%
TFCP
298
Twin Focus Capital Partners
Massachusetts
$707K +$67.7K +650 +11%
IFA
299
Interactive Financial Advisors
Illinois
$696K -$13.6K -131 -2%
TCM
300
Tuttle Capital Management
Connecticut
$693K +$688K +6,603 New