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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
351
Ellis Investment Partners
Pennsylvania
$1.4M -$575K -4,751 -30%
RBC
352
Roble Belko & Company
Pennsylvania
$1.4M – – –
KBFS
353
Kohmann Bosshard Financial Services
Ohio
$1.4M – – –
CIR
354
Clear Investment Research
Georgia
$1.39M -$35.9K -297 -3%
CB
355
Commerce Bank
Missouri
$1.39M -$464K -3,836 -26%
AFAS
356
Acorn Financial Advisory Services
Virginia
$1.39M +$61.8K +511 +5%
CAPTRUST Financial Advisors
357
CAPTRUST Financial Advisors
North Carolina
$1.38M -$2.54K -21 -0.2%
FHC
358
First Horizon Corporation
Tennessee
$1.38M +$78.9K +652 +6%
NSB
359
Norway Savings Bank
Maine
$1.38M -$682K -5,639 -34%
CFGS
360
Concourse Financial Group Securities
Alabama
$1.38M -$85.5K -707 -6%
HR
361
Hayden Royal
North Carolina
$1.38M +$97.5K +806 +8%
SAM
362
Silvercrest Asset Management
New York
$1.38M -$24.2K -200 -2%
MAS
363
Managed Account Services
Florida
$1.37M +$5.68K +47 +0.5%
BWP
364
Bernardo Wealth Planning
Pennsylvania
$1.35M -$108K -893 -8%
SAM
365
Shone Asset Management
California
$1.33M +$6.53K +54 +0.5%
EWM
366
Endurance Wealth Management
Rhode Island
$1.31M -$156K -1,287 -11%
TFF
367
The Family Firm
Maryland
$1.3M +$7.5K +62 +0.6%
BAM
368
Baldrige Asset Management
Pennsylvania
$1.29M -$5.2K -43 -0.4%
BP
369
Ballentine Partners
Massachusetts
$1.28M – – –
AF
370
AtlasMark Financial
Texas
$1.27M +$3.99K +33 +0.3%
JAG
371
Journey Advisory Group
Kentucky
$1.26M +$1.19M +9,832 New
PWAP
372
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.26M +$1.19M +9,834 New
GVAG
373
Great Valley Advisor Group
Delaware
$1.24M +$29.5K +244 +3%
ANTB
374
AMG National Trust Bank
Colorado
$1.23M – – –
AWM
375
AE Wealth Management
Kansas
$1.23M -$1.02M -8,418 -47%