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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
301
Personal Wealth Partners
Minnesota
$3.56M -$443K -2,912 -11%
Vanguard Personalized Indexing Management
302
Vanguard Personalized Indexing Management
California
$3.53M – – –
PIM
303
Parker Investment Management
California
$3.5M -$625K -4,113 -16%
AWM
304
Apollon Wealth Management
South Carolina
$3.46M +$1.9M +12,470 +129%
CWA
305
Clarus Wealth Advisors
Arizona
$3.46M +$133K +873 +4%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$3.45M +$594K +3,908 +22%
ZIG
307
Zurich Insurance Group
Switzerland
$3.44M -$322K -2,120 -9%
CAM
308
Cresset Asset Management
Illinois
$3.37M +$339K +2,230 +12%
AL
309
ACAS LLC
California
$3.36M -$30.7K -202 -0.9%
FHC
310
First Heartland Consultants
Missouri
$3.33M -$127K -832 -4%
GG
311
GenWealth Group
New Jersey
$3.33M -$161K -1,057 -5%
FCBT
312
First Citizens Bank & Trust
North Carolina
$3.32M +$306K +2,009 +10%
NFG
313
Nations Financial Group
Iowa
$3.31M +$538K +3,541 +20%
WP
314
WealthSource Partners
California
$3.31M +$970K +6,379 +43%
HI
315
Harbour Investments
Wisconsin
$3.3M -$54.8M -360,236 -94%
GB
316
Gunma Bank
Japan
$3.29M – – –
NA
317
NewEdge Advisors
Louisiana
$3.27M +$2.34M +15,372 +280%
SB
318
Simmons Bank
Arkansas
$3.24M +$1.07M +7,019 +51%
PP
319
Paloma Partners
Connecticut
$3.24M +$3.15M +20,686 New
BFS
320
Bradley Foster & Sargent
Connecticut
$3.23M +$3.14M +20,620 New
SCM
321
Stordahl Capital Management
Colorado
$3.21M -$16.6K -109 -0.5%
ELC
322
Edgar Lomax Company
Virginia
$3.19M +$21.1K +139 +0.7%
HCA
323
Heck Capital Advisors
Wisconsin
$3.11M +$435K +2,862 +17%
FFN
324
Focus Financial Network
Minnesota
$3.04M -$26.5K -174 -0.9%
SCA
325
St. Clair Advisors
Ohio
$3.03M – – –