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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
351
Laurel Wealth Advisors (California)
California
$695K +$2.1K +19 +0.3%
BFEC
352
Benjamin F. Edwards & Company
Missouri
$693K -$12.4K -112 -2%
Brown Advisory
353
Brown Advisory
Maryland
$688K +$1.11K +10 +0.2%
SG
354
StoneX Group
New York
$683K -$46.8K -422 -7%
PA
355
Pinnacle Associates
New York
$680K
CIM
356
Confluence Investment Management
Missouri
$677K +$18.4K +166 +3%
NAM
357
NTV Asset Management
West Virginia
$676K
IFA
358
Interactive Financial Advisors
Illinois
$674K -$28.5K -257 -4%
EAMA
359
EFG Asset Management (Americas)
Florida
$665K
QCG
360
Quadrant Capital Group
Ohio
$656K
MSAM
361
Moloney Securities Asset Management
Missouri
$651K +$9.53K +86 +2%
AA
362
Advisory Alpha
Michigan
$641K +$40.9K +369 +7%
BWA
363
BDO Wealth Advisors
Florida
$639K +$354K +3,192 +133%
OIA
364
OneDigital Investment Advisors
Kansas
$638K +$619K +5,583 New
JA
365
JOYN Advisors
Georgia
$631K
ABC
366
Associated Banc-Corp
Wisconsin
$628K
AWM
367
Avondale Wealth Management
Texas
$627K +$608K +5,491 New
DADC
368
D.A. Davidson & Co
Montana
$622K -$2.22K -20 -0.4%
BFO
369
Boston Family Office
Massachusetts
$621K
OWD
370
Osborn Williams & Donohoe
Ohio
$619K
TFCP
371
Twin Focus Capital Partners
Massachusetts
$614K -$11.6K -105 -2%
WIC
372
Whitegate Investment Counselors
New Hampshire
$611K -$18.3K -165 -3%
WTB
373
Washington Trust Bank
Washington
$608K -$293K -2,647 -33%
NEPWA
374
New England Private Wealth Advisors
Massachusetts
$607K -$90.3K -815 -13%
BDF
375
Balasa Dinverno & Foltz
$606K -$20.4K -184 -3%