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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SS
326
Sunbelt Securities
Texas
$1.26M +$1.27M +11,169 New
CIR
327
Clear Investment Research
Georgia
$1.25M -$28.4K -251 -2%
SAM
328
Silvercrest Asset Management
New York
$1.23M -$168K -1,485 -12%
RBC
329
Roble Belko & Company
Pennsylvania
$1.23M – – –
KBFS
330
Kohmann Bosshard Financial Services
Ohio
$1.23M – – –
SAM
331
Shone Asset Management
California
$1.22M -$3.06K -27 -0.3%
CAPTRUST Financial Advisors
332
CAPTRUST Financial Advisors
North Carolina
$1.22M -$1.19M -10,465 -49%
MAS
333
Managed Account Services
Florida
$1.21M -$44.8K -395 -4%
IWAG
334
Integer Wealth Advisors Group
Georgia
$1.21M -$17.3K -153 -1%
BFPW
335
BOK Financial Private Wealth
Colorado
$1.16M -$462K -4,078 -28%
EC
336
Estate Counselors
Wisconsin
$1.16M +$261K +2,300 +29%
AFAS
337
Acorn Financial Advisory Services
Virginia
$1.16M +$13.6K +120 +1%
IWC
338
Integrated Wealth Concepts
Massachusetts
$1.15M -$101K -895 -8%
HW
339
Hancock Whitney
Mississippi
$1.15M -$25.5K -225 -2%
FHC
340
First Horizon Corporation
Tennessee
$1.14M +$1.15M +10,158 New
EIA
341
Eldridge Investment Advisors
New Hampshire
$1.14M -$60.6K -535 -5%
BAM
342
Baldrige Asset Management
Pennsylvania
$1.14M +$453 +4 +0%
FAT
343
First American Trust
California
$1.14M +$2.61K +23 +0.2%
ECM
344
ETrade Capital Management
Virginia
$1.13M +$61.1K +539 +6%
BP
345
Ballentine Partners
Massachusetts
$1.12M – – –
HR
346
Hayden Royal
North Carolina
$1.12M +$153K +1,353 +16%
CGFA
347
Colton Groome Financial Advisors
North Carolina
$1.12M -$331K -2,919 -23%
PIMG
348
Patriot Investment Management Group
Tennessee
$1.12M -$60.1K -530 -5%
AF
349
AtlasMark Financial
Texas
$1.11M +$49.9K +440 +5%
TFF
350
The Family Firm
Maryland
$1.1M +$7.82K +69 +0.7%