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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
301
Clarus Wealth Advisors
Arizona
$3.13M -$45.5K -321 -1%
BOTW
302
Bank of the West
California
$3.06M +$45.9K +324 +1%
EWM
303
Evercore Wealth Management
New York
$3.03M -$7.08K -50 -0.2%
AFS
304
AFG Fiduciary Services
Massachusetts
$3.03M +$2.36M +16,685 +243%
CS
305
Credit Suisse
Switzerland
$3.02M -$1.9M -13,375 -36%
MSWMA
306
Market Street Wealth Management Advisors
Indiana
$3.01M -$13.6K -96 -0.4%
KP
307
Keel Point
Alabama
$3M -$610K -4,307 -16%
FCC
308
Florin Court Capital
United Kingdom
$2.95M +$949K +6,700 +41%
NA
309
NewEdge Advisors
Louisiana
$2.93M +$51.7K +365 +2%
TPSF
310
Texas Permanent School Fund
Texas
$2.88M +$1.02M +7,204 +47%
DIM
311
Delta Investment Management
California
$2.85M +$75.5K +533 +2%
HI
312
Harbour Investments
Wisconsin
$2.84M – – –
Squarepoint
313
Squarepoint
New York
$2.82M -$846K -5,968 -21%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$2.81M +$112K +793 +4%
AAS
315
Ameritas Advisory Services
Nebraska
$2.8M +$316K +2,233 +11%
WAL
316
W Advisors LLC
Tennessee
$2.8M -$699K -4,935 -18%
SCM
317
Stordahl Capital Management
Colorado
$2.75M +$7.93K +56 +0.3%
WFAG
318
Wescott Financial Advisory Group
Pennsylvania
$2.75M +$167K +1,181 +6%
FHC
319
First Heartland Consultants
Missouri
$2.72M +$1.62M +11,466 +58%
MFG
320
Magnus Financial Group
New York
$2.67M -$88K -621 -3%
AWP
321
Ascent Wealth Partners
New York
$2.63M +$92.1K +650 +3%
NFG
322
Nations Financial Group
Iowa
$2.62M -$110K -779 -4%
ELC
323
Edgar Lomax Company
Virginia
$2.62M – – –
Vanguard Personalized Indexing Management
324
Vanguard Personalized Indexing Management
California
$2.61M -$314K -2,219 -10%
SB
325
Simmons Bank
Arkansas
$2.61M +$179K +1,264 +7%