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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
301
Partners Capital Investment Group
Massachusetts
$4.66M +$43.1K +268 +1%
DIM
302
Delta Investment Management
California
$4.6M -$82.1K -511 -2%
HWA
303
Hilltop Wealth Advisors
North Carolina
$4.58M -$84.4K -525 -2%
AG
304
Ascent Group
Virginia
$4.56M +$4.15M +25,829 New
HCM
305
Hudson Capital Management
New Jersey
$4.47M -$203K -1,264 -5%
LSA
306
Lansing Street Advisors
Pennsylvania
$4.37M +$4.04M +25,126 New
SFP
307
Sterling Financial Planning
New Jersey
$4.33M +$114K +709 +3%
AL
308
ACAS LLC
California
$4.33M -$140K -869 -3%
WFAG
309
Wescott Financial Advisory Group
Pennsylvania
$4.32M +$194K +1,206 +5%
First Trust Advisors
310
First Trust Advisors
Illinois
$4.32M -$105K -654 -3%
AllianceBernstein
311
AllianceBernstein
Tennessee
$4.24M -$47.9K -298 -1%
GEA
312
Glen Eagle Advisors
New Jersey
$4.24M -$145K -902 -4%
PPC
313
Park Place Capital
Alabama
$4.22M -$100K -623 -3%
IP
314
Investment Partners
Ohio
$4.18M -$964 -6 -0%
EWM
315
Evercore Wealth Management
New York
$4.18M – – –
WB
316
WesBanco Bank
West Virginia
$4.17M -$693K -4,313 -15%
FFA
317
Farther Finance Advisors
California
$4.16M +$3.7M +22,998 +2,473%
CWM
318
Cranbrook Wealth Management
Michigan
$4.16M -$81.6K -508 -2%
CPIG
319
Chicago Partners Investment Group
Illinois
$4.15M -$63.8K -397 -2%
IWC
320
Integrated Wealth Concepts
Massachusetts
$4.12M -$35K -218 -0.9%
EFG
321
Ehrlich Financial Group
California
$4.11M +$3.8M +23,635 New
ASN
322
Advisory Services Network
Georgia
$4.11M -$932K -5,798 -20%
PB
323
Pinnacle Bancorp
Nebraska
$4.09M -$1.45K -9 -0%
FCFC
324
First Commonwealth Financial Corp
Pennsylvania
$4.08M -$28K -174 -0.7%
FSWA
325
Financial Synergies Wealth Advisors
Texas
$4.04M -$36.2K -225 -0.8%