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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
301
Lincoln National Corp
Pennsylvania
$1.94M +$141K +1,132 +8%
OIA
302
OneDigital Investment Advisors
Kansas
$1.9M +$81.8K +657 +5%
MMHP
303
Murphy Middleton Hinkle & Parker
Georgia
$1.89M +$134K +1,073 +8%
TCM
304
Telos Capital Management
California
$1.89M +$45.5K +366 +3%
BOS
305
Bingham Osborn & Scarborough
California
$1.86M – – –
AWP
306
Ascent Wealth Partners
New York
$1.85M -$6.84K -55 -0.4%
CBU
307
CIBC Bank USA
Illinois
$1.84M – – –
Barclays
308
Barclays
United Kingdom
$1.8M -$3.02M -24,231 -64%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$1.8M +$88K +707 +5%
IP
310
Investment Partners
Ohio
$1.79M – – –
DWM
311
Darwin Wealth Management
Florida
$1.78M -$124K -999 -7%
HB
312
Homrich & Berg
Georgia
$1.77M -$49.5K -398 -3%
CWA
313
Clarus Wealth Advisors
Arizona
$1.76M +$1.28M +10,247 +311%
DWM
314
Dakota Wealth Management
Florida
$1.73M +$1.65M +13,288 New
PA
315
PFG Advisors
Arizona
$1.72M +$23.5K +189 +1%
ECG
316
Edge Capital Group
Georgia
$1.71M +$1.38M +11,080 +529%
MFW
317
Meristem Family Wealth
Minnesota
$1.71M – – –
IWC
318
Integrated Wealth Concepts
Massachusetts
$1.71M +$401K +3,224 +33%
APA
319
American Portfolios Advisors
New York
$1.7M +$793K +6,376 +95%
I
320
IberiaBank
Louisiana
$1.7M +$576K +4,627 +55%
CGFA
321
Colton Groome Financial Advisors
North Carolina
$1.69M -$129K -1,034 -7%
HW
322
Hancock Whitney
Mississippi
$1.68M +$240K +1,932 +18%
SFS
323
Sowell Financial Services
Arkansas
$1.67M -$36.5K -293 -2%
PWS
324
Paragon Wealth Strategies
Florida
$1.67M -$44.8K -360 -3%
GPWA
325
Great Point Wealth Advisors
Massachusetts
$1.63M – – –