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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
$3.64M -$596K -4,429 -15%
WANY
277
Wealthspire Advisors (New York)
New York
$3.59M +$2.15K +16 +0.1%
BOS
278
Bingham Osborn & Scarborough
California
$3.58M +$355K +2,636 +12%
TA
279
TrueWealth Advisors
Alabama
$3.49M +$2.85M +21,178 +690%
QCM
280
Quest Capital Management
Texas
$3.46M +$22.8K +169 +0.7%
EWM
281
Evercore Wealth Management
New York
$3.44M +$13.9K +103 +0.4%
LA
282
Lynch & Associates
Indiana
$3.42M +$2.08M +15,479 +177%
SIA
283
Soltis Investment Advisors
Utah
$3.38M +$2.23M +16,587 +227%
FHC
284
First Heartland Consultants
Missouri
$3.37M +$1.62K +12 +0.1%
LFAS
285
Level Four Advisory Services
Texas
$3.36M -$859K -6,382 -21%
CFB
286
Cullen/Frost Bankers
Texas
$3.33M -$5.38K -40 -0.2%
ELC
287
Edgar Lomax Company
Virginia
$3.32M
IP
288
Investment Partners
Ohio
$3.3M +$747K +5,547 +31%
PP
289
Palladium Partners
Virginia
$3.29M -$34.1K -253 -1%
AWM
290
AE Wealth Management
Kansas
$3.19M +$1.75M +13,008 +136%
Vanguard Personalized Indexing Management
291
Vanguard Personalized Indexing Management
California
$3.19M
GG
292
GenWealth Group
New Jersey
$3.17M -$1.16M -8,613 -28%
WB
293
WesBanco Bank
West Virginia
$3.08M +$2.93M +21,794 New
IA
294
IFP Advisors
Florida
$2.99M +$63.4K +471 +2%
SCM
295
SOL Capital Management
Maryland
$2.98M +$8.75K +65 +0.3%
SCM
296
Stordahl Capital Management
Colorado
$2.95M -$26.8K -199 -0.9%
CAM
297
Cresset Asset Management
Illinois
$2.95M +$1.16M +8,650 +71%
IDA
298
Intelligence Driven Advisers
California
$2.93M -$8.48K -63 -0.3%
NFG
299
Nations Financial Group
Iowa
$2.92M +$1.89M +14,075 +214%
LB
300
Leo Brokerage
Texas
$2.9M -$4.71K -35 -0.2%