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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$3.53M
PIM
302
Parker Investment Management
California
$3.5M -$625K -4,113 -16%
AWM
303
Apollon Wealth Management
South Carolina
$3.46M +$1.9M +12,470 +129%
CWA
304
Clarus Wealth Advisors
Arizona
$3.46M +$133K +873 +4%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$3.45M +$594K +3,908 +22%
ZIG
306
Zurich Insurance Group
Switzerland
$3.44M -$322K -2,120 -9%
CAM
307
Cresset Asset Management
Illinois
$3.37M +$339K +2,230 +12%
AL
308
ACAS LLC
California
$3.36M -$30.7K -202 -0.9%
FHC
309
First Heartland Consultants
Missouri
$3.33M -$127K -832 -4%
GG
310
GenWealth Group
New Jersey
$3.33M -$161K -1,057 -5%
FCBT
311
First Citizens Bank & Trust
North Carolina
$3.32M +$306K +2,009 +10%
NFG
312
Nations Financial Group
Iowa
$3.31M +$538K +3,541 +20%
WP
313
WealthSource Partners
California
$3.31M +$970K +6,379 +43%
HI
314
Harbour Investments
Wisconsin
$3.3M -$54.8M -360,236 -94%
GB
315
Gunma Bank
Japan
$3.29M
NA
316
NewEdge Advisors
Louisiana
$3.27M +$2.34M +15,372 +280%
SB
317
Simmons Bank
Arkansas
$3.24M +$1.07M +7,019 +51%
PP
318
Paloma Partners
Connecticut
$3.24M +$3.15M +20,686 New
BFS
319
Bradley Foster & Sargent
Connecticut
$3.23M +$3.14M +20,620 New
SCM
320
Stordahl Capital Management
Colorado
$3.21M -$16.6K -109 -0.5%
ELC
321
Edgar Lomax Company
Virginia
$3.19M +$21.1K +139 +0.7%
HCA
322
Heck Capital Advisors
Wisconsin
$3.11M +$435K +2,862 +17%
FFN
323
Focus Financial Network
Minnesota
$3.04M -$26.5K -174 -0.9%
SCA
324
St. Clair Advisors
Ohio
$3.03M
APA
325
American Portfolios Advisors
New York
$3M +$1.08M +7,072 +58%