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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$1.01M +$64.5K +550 +7%
I
352
IberiaBank
Louisiana
$1M +$669K +5,699 +209%
LFG
353
LifePlan Financial Group
Ohio
$996K -$155K -1,321 -14%
BIM
354
Bridges Investment Management
Nebraska
$986K
Susquehanna International Group
355
Susquehanna International Group
Pennsylvania
$983K -$2.08M -17,698 -68%
APSP
356
Asset Planning Services (Pennsylvania)
Pennsylvania
$974K -$90.7K -773 -9%
WCF
357
West Coast Financial
California
$972K -$11.7K -100 -1%
JF
358
JSF Financial
California
$970K -$13.6K -116 -1%
EK
359
Evensky & Katz
Florida
$965K -$35K -298 -4%
HA
360
Hamel Associates
New Jersey
$963K
GT
361
Glenmede Trust
Pennsylvania
$952K +$101K +861 +12%
OWA
362
Outlook Wealth Advisors
Texas
$951K +$936K +7,979 New
BCM
363
Brasada Capital Management
Texas
$937K -$852K -7,263 -48%
CPIG
364
Chicago Partners Investment Group
Illinois
$916K +$200K +1,708 +29%
VFA
365
Voya Financial Advisors
Connecticut
$913K -$3.36M -28,644 -79%
AF
366
AtlasMark Financial
Texas
$908K +$894K +7,623 New
EW
367
Evoke Wealth
California
$904K +$890K +7,589 New
EWM
368
Evercore Wealth Management
New York
$885K
SWM
369
SeaCrest Wealth Management
New York
$867K +$488K +4,159 +133%
CAM
370
Cresset Asset Management
Illinois
$861K +$117K +998 +16%
SG
371
StoneX Group
New York
$860K +$218K +1,861 +35%
CAC
372
Certified Advisory Corp
Florida
$846K -$69K -588 -8%
PCG
373
Private Capital Group
Connecticut
$837K -$384K -3,273 -32%
PA
374
Pinnacle Associates
New York
$833K -$8.8K -75 -1%
SC
375
Stratford Consulting
Texas
$831K