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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
351
Edmond de Rothschild Holding
Switzerland
$504K +$164K +1,580 +48%
SBH
352
Segall Bryant & Hamill
Illinois
$497K +$496K +4,775 New
WEC
353
Winslow Evans & Crocker
Massachusetts
$490K
CB
354
Commerce Bank
Missouri
$487K -$248K -2,391 -34%
FCI
355
Financial Counselors Inc
Kansas
$487K +$76.6K +737 +19%
SWA
356
SFMG Wealth Advisors
Texas
$486K
CL
357
Choreo LLC
Illinois
$485K +$1.25K +12 +0.3%
VAM
358
Verity Asset Management
North Carolina
$485K +$485K +4,665 New
SFA
359
Sequoia Financial Advisors
Ohio
$477K -$91.5K -881 -16%
GS
360
Girard Securities
California
$476K +$475K +4,571 New
CAPTRUST Financial Advisors
361
CAPTRUST Financial Advisors
North Carolina
$473K -$2.07M -19,945 -81%
PBO
362
Peoples Bank (Ohio)
Ohio
$473K +$21.2K +204 +5%
OFG
363
Oxford Financial Group
Indiana
$467K
BFPW
364
BOK Financial Private Wealth
Colorado
$462K +$68.9K +663 +18%
CA
365
Commerzbank Aktiengesellschaft
Germany
$459K +$459K +4,415 New
AFP
366
Ausdal Financial Partners
Iowa
$458K -$93.7K -902 -17%
AC
367
Alexandria Capital
Virginia
$452K -$2.81K -27 -0.6%
LW
368
Linscomb Wealth
Texas
$447K
MBT
369
Montecito Bank & Trust
California
$443K
BJL
370
Brighton Jones LLC
Washington
$442K +$108K +1,043 +33%
CPO
371
Cerity Partners OCIO
New York
$439K +$5.61K +54 +1%
ZCA
372
Zeke Capital Advisors
Pennsylvania
$434K
BSB
373
Bangor Savings Bank
Maine
$433K -$2.08K -20 -0.5%
TRCT
374
Tower Research Capital (TRC)
New York
$423K +$423K +4,071 New
MCM
375
Manchester Capital Management
Vermont
$416K