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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
301
Sterling Financial Planning
New Jersey
$3.75M -$22.8K -160 -0.6%
CAM
302
Cresset Asset Management
Illinois
$3.74M +$333K +2,334 +8%
TRIA
303
Trail Ridge Investment Advisors
Colorado
$3.69M +$53.2K +373 +1%
PB
304
Pinnacle Bancorp
Nebraska
$3.62M +$428 +3 +0%
HIA
305
Harbor Investment Advisory
Maryland
$3.6M +$2.25M +15,794 +175%
JHCP
306
Jackson Hole Capital Partners
Oklahoma
$3.6M +$1.14K +8 +0%
IP
307
Investment Partners
Ohio
$3.56M -$520K -3,641 -13%
IWC
308
Integrated Wealth Concepts
Massachusetts
$3.56M -$518K -3,631 -13%
Renaissance Technologies
309
Renaissance Technologies
New York
$3.55M +$1.31M +9,200 +60%
FHA
310
First Horizon Advisors
Tennessee
$3.52M -$1.29M -9,050 -27%
AI
311
Atria Investments
North Carolina
$3.49M -$3.47M -24,334 -50%
FCC
312
Florin Court Capital
United Kingdom
$3.45M +$114K +800 +3%
KFP
313
KMG Fiduciary Partners
Ohio
$3.44M +$3.39M +23,747 New
SB
314
Simmons Bank
Arkansas
$3.44M +$483K +3,380 +17%
TFG
315
Tilson Financial Group
New Jersey
$3.42M +$3.37M +23,572 New
KP
316
Keel Point
Alabama
$3.39M
EWM
317
Evercore Wealth Management
New York
$3.38M -$44K -308 -1%
AL
318
ACAS LLC
California
$3.34M +$3.28M +23,002 New
AAS
319
Ameritas Advisory Services
Nebraska
$3.33M +$167K +1,169 +5%
HI
320
Harbour Investments
Wisconsin
$3.3M +$292K +2,047 +10%
FAM
321
Family Asset Management
South Carolina
$3.29M +$3.24M +22,679 New
DWT
322
Dorsey & Whitney Trust
South Dakota
$3.29M +$548K +3,836 +20%
QPWM
323
Quadrant Private Wealth Management
Pennsylvania
$3.27M +$3.22M +22,575 New
WCF
324
West Coast Financial
California
$3.27M +$438K +3,066 +16%
WAL
325
W Advisors LLC
Tennessee
$3.27M +$108K +757 +3%