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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
276
Trail Ridge Investment Advisors
Colorado
$3.7M +$1.02M +7,165 +40%
CAM
277
Cresset Asset Management
Illinois
$3.7M -$74.8K -528 -2%
HCM
278
Hudson Capital Management
New Jersey
$3.65M +$11.5K +81 +0.3%
BAM
279
Belpointe Asset Management
Nevada
$3.63M -$17.4K -123 -0.4%
IP
280
Investment Partners
Ohio
$3.62M +$574K +4,048 +17%
IWC
281
Integrated Wealth Concepts
Massachusetts
$3.62M -$833K -5,876 -17%
LFAS
282
Level Four Advisory Services
Texas
$3.6M -$46.5K -328 -1%
Brown Advisory
283
Brown Advisory
Maryland
$3.6M +$15.9K +112 +0.4%
FSWA
284
Financial Synergies Wealth Advisors
Texas
$3.53M
WP
285
WealthSource Partners
California
$3.49M -$1.06M -7,509 -22%
JGC
286
J. Goldman & Co
New York
$3.47M +$2.09M +14,780 +121%
IUHSA
287
Itau Unibanco Holding S.A.
Brazil
$3.47M -$652K -4,605 -15%
Bank of Nova Scotia
288
Bank of Nova Scotia
Ontario, Canada
$3.46M -$6.74M -47,600 -64%
CA
289
Clearstead Advisors
Ohio
$3.45M -$215K -1,518 -5%
SC
290
Savant Capital
Illinois
$3.41M -$2.27K -16 -0.1%
RB
291
Renasant Bank
Mississippi
$3.38M -$4.53K -32 -0.1%
SFP
292
Sterling Financial Planning
New Jersey
$3.34M -$96.5K -681 -3%
PB
293
Pinnacle Bancorp
Nebraska
$3.21M -$29.5K -208 -0.8%
SIA
294
Stegner Investment Associates
Kentucky
$3.2M -$311K -2,194 -8%
JHCP
295
Jackson Hole Capital Partners
Oklahoma
$3.19M -$527K -3,722 -13%
PFS
296
Prospera Financial Services
Texas
$3.18M -$147K -1,034 -4%
AWS
297
AJ Wealth Strategies
New York
$3.17M +$23.9K +169 +0.7%
SHA
298
Seneca House Advisors
Virginia
$3.17M +$54.3K +383 +2%
AllianceBernstein
299
AllianceBernstein
Tennessee
$3.15M +$72.5K +512 +2%
CWA
300
Clarus Wealth Advisors
Arizona
$3.13M -$45.5K -321 -1%