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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
351
Ausdal Financial Partners
Iowa
$558K +$137K +1,293 +33%
AA
352
Advisory Alpha
Michigan
$548K +$186K +1,758 +54%
CCP
353
Corient Capital Partners
California
$541K
CLOS
354
Compagnie Lombard Odier SCmA
Switzerland
$540K
RIA
355
Regal Investment Advisors
Michigan
$531K -$176K -1,666 -25%
JIR
356
James Investment Research
Ohio
$531K
RMCM
357
Reynders McVeigh Capital Management
Massachusetts
$528K -$74.1K -700 -13%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$528K +$88.6K +837 +22%
MWM
359
Mission Wealth Management
California
$523K -$33.1K -313 -6%
PWAP
360
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$517K +$96.4K +911 +23%
CFA
361
Camarda Financial Advisors
Florida
$515K -$16.9K -160 -3%
SBH
362
Segall Bryant & Hamill
Illinois
$515K
NDSI
363
Newman Dignan & Sheerar Inc
Rhode Island
$514K -$9.95K -94 -2%
SBWM
364
Sunflower Bank Wealth Management
Arizona
$493K
OFG
365
Oxford Financial Group
Indiana
$485K
AWM
366
Affinity Wealth Management
Delaware
$483K -$5.72K -54 -1%
BFPW
367
BOK Financial Private Wealth
Colorado
$479K
AC
368
Alexandria Capital
Virginia
$475K -$106 -1 -0%
RPG
369
Risk Paradigm Group
Texas
$470K -$69K -652 -13%
FMWA
370
Forvis Mazars Wealth Advisors
Missouri
$469K -$90.1K -851 -16%
PBO
371
Peoples Bank (Ohio)
Ohio
$469K -$6.25K -59 -1%
LW
372
Linscomb Wealth
Texas
$463K
VFA
373
Valeo Financial Advisors
Indiana
$459K +$450K +4,255 New
MBT
374
Montecito Bank & Trust
California
$453K -$6.35K -60 -1%
FNBTCON
375
First National Bank & Trust Co of Newtown
Pennsylvania
$452K