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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
351
Schechter Investment Advisors
Michigan
$2.75M – – –
ATPW
352
Ashton Thomas Private Wealth
Arizona
$2.75M +$224K +1,457 +9%
TF
353
TIAA FSB
Florida
$2.7M -$86K -559 -3%
SPIA
354
Steward Partners Investment Advisory
New York
$2.64M +$79.9K +519 +3%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$2.6M +$894K +5,812 +53%
AAP
356
Arax Advisory Partners
Colorado
$2.56M +$1.99M +12,958 +370%
KFAA
357
Klaas Financial Asset Advisors
Illinois
$2.53M +$120K +781 +5%
MA
358
Mutual Advisors
Nebraska
$2.53M -$324K -2,103 -11%
CI
359
Conning Inc
Connecticut
$2.49M +$1.63M +10,570 +195%
First Manhattan
360
First Manhattan
New York
$2.48M +$13.1K +85 +0.5%
OCM
361
Objective Capital Management
Ohio
$2.44M +$50K +325 +2%
RIS
362
Retirement Income Solutions
Michigan
$2.4M +$227K +1,473 +11%
TRIA
363
Trail Ridge Investment Advisors
Colorado
$2.4M +$440K +2,858 +23%
EDRIA
364
Edmonds Duncan Registered Investment Advisors
Kansas
$2.39M +$104K +674 +5%
BOH
365
Bank of Hawaii
Hawaii
$2.38M -$10.5K -68 -0.4%
BIA
366
Benchmark Investment Advisors
Illinois
$2.35M +$246K +1,597 +12%
WCF
367
West Coast Financial
California
$2.34M +$217K +1,410 +10%
GT
368
Glenview Trust
Kentucky
$2.33M +$582K +3,785 +34%
ACM
369
AlphaStar Capital Management
North Carolina
$2.33M +$2.3M +14,960 New
PCMU
370
Paragon Capital Management (Utah)
Utah
$2.3M -$21.7K -141 -0.9%
SCG
371
Sonata Capital Group
Washington
$2.29M +$462 +3 +0%
SFA
372
Sequoia Financial Advisors
Ohio
$2.29M +$684K +4,442 +43%
CCB
373
Country Club Bank
Missouri
$2.27M +$2.21M +14,385 New
TFA
374
Tobias Financial Advisors
Florida
$2.27M +$2.24M +14,559 New
OC
375
Oppenheimer & Co
New York
$2.26M +$317K +2,058 +17%