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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
301
James Investment Research
Ohio
$457K
SWP
302
Stratos Wealth Partners
Ohio
$456K -$32.2K -352 -7%
MWM
303
Mission Wealth Management
California
$452K +$445K +4,861 New
VKH
304
Virtu KCG Holdings
New York
$451K -$112K -1,224 -20%
RCA
305
Rex Capital Advisors
Rhode Island
$451K
CIM
306
Confluence Investment Management
Missouri
$446K +$26.3K +287 +6%
BSW
307
Buckingham Strategic Wealth
Missouri
$441K -$11.3K -124 -3%
CWM
308
Concert Wealth Management
California
$439K +$155K +1,692 +55%
AFP
309
Ausdal Financial Partners
Iowa
$436K -$7.96K -87 -2%
SWA
310
SFMG Wealth Advisors
Texas
$434K -$1.1K -12 -0.3%
CIA
311
Covington Investment Advisors
Pennsylvania
$432K
PBO
312
Peoples Bank (Ohio)
Ohio
$429K -$120K -1,309 -22%
AC
313
Alexandria Capital
Virginia
$427K +$1.28K +14 +0.3%
EAMA
314
EFG Asset Management (Americas)
Florida
$427K +$421K +4,600 New
LWAC
315
Laurel Wealth Advisors (California)
California
$422K -$19.8K -216 -5%
VWA
316
V Wealth Advisors
Kansas
$410K +$458 +5 +0.1%
LWM
317
Lenox Wealth Management
Ohio
$399K
LW
318
Linscomb Wealth
Texas
$399K
FCI
319
Financial Counselors Inc
Kansas
$397K -$4.76K -52 -1%
PA
320
Parkside Advisors
California
$395K
CPO
321
Cerity Partners OCIO
New York
$387K
ZCA
322
Zeke Capital Advisors
Pennsylvania
$387K
BFPW
323
BOK Financial Private Wealth
Colorado
$384K +$378K +4,132 New
Truist Financial
324
Truist Financial
North Carolina
$378K -$107K -1,171 -22%
BSB
325
Bangor Savings Bank
Maine
$377K