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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
351
Thompson Investment Management
Wisconsin
$700K +$1.03K +9 +0.1%
CDIA
352
Capital Directions Investment Advisors
Georgia
$699K
TIA
353
Tiemann Investment Advisors
California
$685K -$6.31K -55 -0.9%
AIS
354
American Investment Services
Massachusetts
$672K
APA
355
American Portfolios Advisors
New York
$665K -$22.2K -193 -3%
NEPWA
356
New England Private Wealth Advisors
Massachusetts
$663K +$3.79K +33 +0.6%
WIC
357
Whitegate Investment Counselors
New Hampshire
$661K +$14K +122 +2%
OIA
358
OneDigital Investment Advisors
Kansas
$656K +$15.6K +136 +2%
AL
359
Aspiriant LLC
California
$655K -$268K -2,333 -29%
CWM
360
Confluence Wealth Management
Oregon
$653K -$267K -2,322 -29%
Truist Financial
361
Truist Financial
North Carolina
$653K +$188K +1,636 +41%
KPCM
362
Kings Point Capital Management
New York
$641K
PA
363
Pinnacle Associates
New York
$636K -$63.1K -550 -9%
ABC
364
Associated Banc-Corp
Wisconsin
$636K
BFO
365
Boston Family Office
Massachusetts
$630K
OWD
366
Osborn Williams & Donohoe
Ohio
$624K
RCA
367
Rex Capital Advisors
Rhode Island
$607K
WA
368
Waverly Advisors
Alabama
$607K
RVPG
369
Relative Value Partners Group
$604K +$34.1K +297 +6%
TFO
370
Tarbox Family Office
California
$603K
IIC
371
Integrated Investment Consultants
Michigan
$594K
BDF
372
Balasa Dinverno & Foltz
$593K -$21.3K -186 -4%
WOC
373
West Oak Capital
California
$589K -$1.72K -15 -0.3%
CCP
374
Corient Capital Partners
California
$581K
Nomura Asset Management
375
Nomura Asset Management
Japan
$577K +$572K +4,980 New