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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Stordahl Capital Management
Colorado
$2.93M +$128K +865 +4%
NFG
327
Nations Financial Group
Iowa
$2.91M +$2.07K +14 +0.1%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$2.89M -$239K -1,622 -7%
USAA
329
United Services Automobile Association
Texas
$2.84M -$52.2M -353,716 -94%
HI
330
Harbour Investments
Wisconsin
$2.84M +$3.05M +20,688 New
LB
331
Leo Brokerage
Texas
$2.83M -$1.77K -12 -0.1%
ELC
332
Edgar Lomax Company
Virginia
$2.8M – – –
WFAG
333
Wescott Financial Advisory Group
Pennsylvania
$2.78M +$141K +955 +5%
BAM
334
Brave Asset Management
New Jersey
$2.75M -$17.1M -116,158 -85%
GG
335
GenWealth Group
New Jersey
$2.75M -$93.1K -631 -3%
AWP
336
Ascent Wealth Partners
New York
$2.72M +$182K +1,234 +7%
AWM
337
Avior Wealth Management
Nebraska
$2.72M -$27.3K -185 -0.9%
FHC
338
First Heartland Consultants
Missouri
$2.71M -$1.71M -11,556 -37%
AAS
339
Ameritas Advisory Services
Nebraska
$2.69M +$194K +1,315 +7%
DWT
340
Dorsey & Whitney Trust
South Dakota
$2.66M -$140K -947 -5%
SCA
341
St. Clair Advisors
Ohio
$2.66M – – –
FCBT
342
First Citizens Bank & Trust
North Carolina
$2.62M -$933K -6,320 -25%
SB
343
Simmons Bank
Arkansas
$2.62M -$500K -3,390 -15%
BCM
344
BTC Capital Management
Iowa
$2.62M – – –
IDA
345
Intelligence Driven Advisers
California
$2.62M +$1.58M +10,694 +129%
SWA
346
Sax Wealth Advisors
New Jersey
$2.62M +$295 +2 +0%
MFC
347
Morris Financial Concepts
South Carolina
$2.49M -$30K -203 -1%
Natixis Advisors
348
Natixis Advisors
Massachusetts
$2.49M -$16.5K -112 -0.6%
TRIA
349
Trail Ridge Investment Advisors
Colorado
$2.46M +$369K +2,502 +16%
FWP
350
Falcon Wealth Planning
California
$2.44M +$979K +6,633 +60%