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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
301
Bay Colony Advisors
Massachusetts
$1.38M +$197K +1,677 +17%
EWA
302
EP Wealth Advisors
California
$1.37M -$39.9K -340 -3%
MIAN
303
Mariner Independent Advisor Network
Kansas
$1.35M +$167K +1,422 +14%
OC
304
Oppenheimer & Co
New York
$1.34M -$19.8K -169 -1%
BPWA
305
Beacon Pointe Wealth Advisors
California
$1.34M +$54.9K +468 +4%
HW
306
Hancock Whitney
Mississippi
$1.3M -$58.2K -496 -4%
RBC
307
Roble Belko & Company
Pennsylvania
$1.3M – – –
CIR
308
Clear Investment Research
Georgia
$1.3M -$60.1K -512 -4%
MSA
309
Marino Stram & Associates
Massachusetts
$1.29M -$111K -950 -8%
William Blair & Company
310
William Blair & Company
Illinois
$1.28M +$226K +1,926 +22%
TFF
311
The Family Firm
Maryland
$1.28M – – –
BAC
312
Boys Arnold & Co
North Carolina
$1.28M +$119K +1,015 +10%
PIMG
313
Patriot Investment Management Group
Tennessee
$1.27M -$5.28K -45 -0.4%
MG
314
Mather Group
Illinois
$1.25M -$90.3K -770 -7%
CWM
315
Connecticut Wealth Management
Connecticut
$1.24M +$92.2K +786 +8%
SW
316
SVB Wealth
Massachusetts
$1.24M +$23.8K +203 +2%
TWP
317
Total Wealth Planning
Ohio
$1.21M -$4.93K -42 -0.4%
KA
318
Kovack Advisors
Florida
$1.21M -$19.8K -169 -2%
SPIA
319
Steward Partners Investment Advisory
New York
$1.2M +$629K +5,362 +115%
APCM
320
Alaska Permanent Capital Management
Alaska
$1.19M – – –
AWA
321
Alaska Wealth Advisors
Alaska
$1.19M – – –
BTS
322
BB&T Securities
Virginia
$1.18M -$280K -2,388 -19%
IWC
323
Integrated Wealth Concepts
Massachusetts
$1.18M +$31.6K +269 +3%
ABC
324
Associated Banc-Corp
Wisconsin
$1.18M +$49.4K +421 +4%
KP
325
Keel Point
Alabama
$1.17M -$7.27K -62 -0.6%