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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
276
William Blair & Company
Illinois
$985K +$330K +3,115 +52%
PFA
277
Pinnacle Family Advisors
Missouri
$971K -$106K -1,004 -10%
AL
278
Aspiriant LLC
California
$970K -$194K -1,835 -17%
Cetera Investment Advisers
279
Cetera Investment Advisers
Illinois
$967K -$97.4K -920 -9%
ELC
280
Edgar Lomax Company
Virginia
$964K
BAC
281
Boys Arnold & Co
North Carolina
$963K -$6.88K -65 -0.7%
ACM
282
Azimuth Capital Management
Michigan
$958K -$160K -1,510 -15%
MLICM
283
Metropolitan Life Insurance Company (MetLife)
New York
$950K -$752K -7,100 -45%
PFPT
284
Pinnacle Financial Partners (Tennessee)
Tennessee
$938K +$48.9K +462 +6%
LNC
285
Lincoln National Corp
Pennsylvania
$936K +$48.7K +460 +6%
DPI
286
Diversified Portfolios Inc
Michigan
$918K
CA
287
Commerzbank Aktiengesellschaft
Germany
$915K +$324K +3,062 +57%
BWA
288
BlueSky Wealth Advisors
North Carolina
$903K -$17.4K -164 -2%
AIS
289
American Investment Services
Massachusetts
$894K -$133K -1,252 -13%
BJL
290
Brighton Jones LLC
Washington
$882K +$409K +3,865 +90%
SPIA
291
Steward Partners Investment Advisory
New York
$860K -$121K -1,141 -13%
WTB
292
Washington Trust Bank
Washington
$860K +$280K +2,647 +50%
SC
293
Stratford Consulting
Texas
$859K -$2.22K -21 -0.3%
CWM
294
Confluence Wealth Management
Oregon
$859K
PMAM
295
Picton Mahoney Asset Management
Ontario, Canada
$853K +$21.2K +200 +3%
Allianz Asset Management
296
Allianz Asset Management
Germany
$844K +$163K +1,538 +24%
KPCM
297
Kings Point Capital Management
New York
$815K
EWM
298
Evercore Wealth Management
New York
$801K
CFG
299
Citizens Financial Group
Rhode Island
$798K
BSW
300
Buckingham Strategic Wealth
Missouri
$790K +$167K +1,573 +27%