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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$1.6M -$1.52M -14,350 -49%
SS
277
Simplicity Solutions
Minnesota
$1.59M -$1.21M -11,380 -44%
BBVA
278
Banco Bilbao Vizcaya Argentaria
Spain
$1.59M +$750K +7,070 +92%
WP
279
WMS Partners
Maryland
$1.59M -$31K -292 -2%
PPA
280
Parametric Portfolio Associates
Washington
$1.59M +$1.56M +14,701 New
BMCM
281
Bryn Mawr Capital Management
Pennsylvania
$1.58M -$788K -7,426 -34%
TCM
282
Telos Capital Management
California
$1.58M +$9.12K +86 +0.6%
SFS
283
Sowell Financial Services
Arkansas
$1.57M +$1.17M +11,054 +315%
GCM
284
Gables Capital Management
Florida
$1.56M – – –
BFPW
285
BOK Financial Private Wealth
Colorado
$1.56M +$236K +2,228 +18%
HB
286
Homrich & Berg
Georgia
$1.55M +$88.4K +833 +6%
EDRIA
287
Edmonds Duncan Registered Investment Advisors
Kansas
$1.55M -$25.9K -244 -2%
OC
288
Oppenheimer & Co
New York
$1.54M +$45.4K +428 +3%
MIAN
289
Mariner Independent Advisor Network
Kansas
$1.54M -$82.8K -780 -5%
BP
290
BBR Partners
New York
$1.53M -$44.3K -418 -3%
Mercer Global Advisors
291
Mercer Global Advisors
Colorado
$1.53M -$173K -1,631 -10%
PA
292
PSI Advisors
Florida
$1.51M -$60.9K -574 -4%
IWM
293
IHT Wealth Management
Illinois
$1.51M -$998K -9,409 -40%
WAM
294
Wealthspire Advisors (Maryland)
Maryland
$1.48M -$446K -4,202 -23%
Barclays
295
Barclays
United Kingdom
$1.47M +$7.53K +71 +0.5%
AWS
296
AJ Wealth Strategies
New York
$1.47M +$1.44M +13,562 New
MMHP
297
Murphy Middleton Hinkle & Parker
Georgia
$1.46M -$23.8K -224 -2%
TWP
298
Total Wealth Planning
Ohio
$1.45M -$132K -1,248 -9%
MFW
299
Meristem Family Wealth
Minnesota
$1.42M – – –
MWM
300
Mattern Wealth Management
Kansas
$1.4M -$949K -8,946 -41%