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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
351
Ashton Thomas Private Wealth
Arizona
$2.75M +$224K +1,457 +9%
TF
352
TIAA FSB
Florida
$2.7M -$86K -559 -3%
SPIA
353
Steward Partners Investment Advisory
New York
$2.64M +$79.9K +519 +3%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$2.6M +$894K +5,812 +53%
AAP
355
Arax Advisory Partners
Colorado
$2.56M +$1.99M +12,958 +370%
KFAA
356
Klaas Financial Asset Advisors
Illinois
$2.53M +$120K +781 +5%
MA
357
Mutual Advisors
Nebraska
$2.53M -$324K -2,103 -11%
CI
358
Conning Inc
Connecticut
$2.49M +$1.63M +10,570 +195%
First Manhattan
359
First Manhattan
New York
$2.48M +$13.1K +85 +0.5%
OCM
360
Objective Capital Management
Ohio
$2.44M +$50K +325 +2%
RIS
361
Retirement Income Solutions
Michigan
$2.4M +$227K +1,473 +11%
TRIA
362
Trail Ridge Investment Advisors
Colorado
$2.4M +$440K +2,858 +23%
EDRIA
363
Edmonds Duncan Registered Investment Advisors
Kansas
$2.39M +$104K +674 +5%
BOH
364
Bank of Hawaii
Hawaii
$2.38M -$10.5K -68 -0.4%
BIA
365
Benchmark Investment Advisors
Illinois
$2.35M +$246K +1,597 +12%
WCF
366
West Coast Financial
California
$2.34M +$217K +1,410 +10%
GT
367
Glenview Trust
Kentucky
$2.33M +$582K +3,785 +34%
ACM
368
AlphaStar Capital Management
North Carolina
$2.33M +$2.3M +14,960 New
PCMU
369
Paragon Capital Management (Utah)
Utah
$2.3M -$21.7K -141 -0.9%
SCG
370
Sonata Capital Group
Washington
$2.29M +$462 +3 +0%
SFA
371
Sequoia Financial Advisors
Ohio
$2.29M +$684K +4,442 +43%
CCB
372
Country Club Bank
Missouri
$2.27M +$2.21M +14,385 New
TFA
373
Tobias Financial Advisors
Florida
$2.27M +$2.24M +14,559 New
OC
374
Oppenheimer & Co
New York
$2.26M +$317K +2,058 +17%
FFMBT
375
First Farmers & Merchants Bank Trust
Tennessee
$2.25M +$229K +1,491 +11%