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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
326
Clear Investment Research
Georgia
$1.25M -$28.4K -251 -2%
SAM
327
Silvercrest Asset Management
New York
$1.23M -$168K -1,485 -12%
RBC
328
Roble Belko & Company
Pennsylvania
$1.23M
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$1.23M
SAM
330
Shone Asset Management
California
$1.22M -$3.06K -27 -0.3%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$1.22M -$1.19M -10,465 -49%
MAS
332
Managed Account Services
Florida
$1.21M -$44.8K -395 -4%
IWAG
333
Integer Wealth Advisors Group
Georgia
$1.21M -$17.3K -153 -1%
BFPW
334
BOK Financial Private Wealth
Colorado
$1.16M -$462K -4,078 -28%
EC
335
Estate Counselors
Wisconsin
$1.16M +$261K +2,300 +29%
AFAS
336
Acorn Financial Advisory Services
Virginia
$1.16M +$13.6K +120 +1%
IWC
337
Integrated Wealth Concepts
Massachusetts
$1.15M -$101K -895 -8%
HW
338
Hancock Whitney
Mississippi
$1.15M -$25.5K -225 -2%
FHC
339
First Horizon Corporation
Tennessee
$1.14M +$1.15M +10,158 New
EIA
340
Eldridge Investment Advisors
New Hampshire
$1.14M -$60.6K -535 -5%
BAM
341
Baldrige Asset Management
Pennsylvania
$1.14M +$453 +4 +0%
FAT
342
First American Trust
California
$1.14M +$2.61K +23 +0.2%
ECM
343
ETrade Capital Management
Virginia
$1.13M +$61.1K +539 +6%
BP
344
Ballentine Partners
Massachusetts
$1.12M
HR
345
Hayden Royal
North Carolina
$1.12M +$153K +1,353 +16%
CGFA
346
Colton Groome Financial Advisors
North Carolina
$1.12M -$331K -2,919 -23%
PIMG
347
Patriot Investment Management Group
Tennessee
$1.12M -$60.1K -530 -5%
AF
348
AtlasMark Financial
Texas
$1.11M +$49.9K +440 +5%
TFF
349
The Family Firm
Maryland
$1.1M +$7.82K +69 +0.7%
ANTB
350
AMG National Trust Bank
Colorado
$1.08M -$58.9K -520 -5%