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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
351
Clear Creek Financial Management
Washington
$2.83M -$6.14M -38,011 -67%
PBO
352
Peoples Bank (Ohio)
Ohio
$2.81M -$173K -1,068 -6%
JHCP
353
Jackson Hole Capital Partners
Oklahoma
$2.79M -$371K -2,298 -11%
GC
354
Garde Capital
Washington
$2.78M +$604K +3,735 +26%
VFA
355
Valeo Financial Advisors
Indiana
$2.76M +$29.7K +184 +1%
DADC
356
D.A. Davidson & Co
Montana
$2.75M -$28.3K -175 -1%
ZIG
357
Zurich Insurance Group
Switzerland
$2.74M -$114K -705 -4%
EDRIA
358
Edmonds Duncan Registered Investment Advisors
Kansas
$2.74M +$55.4K +343 +2%
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$2.71M +$2.85M +17,622 New
AWM
360
Avior Wealth Management
Nebraska
$2.67M -$19.6K -121 -0.7%
GG
361
GenWealth Group
New Jersey
$2.67M -$304K -1,878 -10%
BAM
362
Brave Asset Management
New Jersey
$2.65M – – –
DSA
363
Davis Selected Advisers
Arizona
$2.64M +$2.34M +14,505 +546%
PAA
364
Peregrine Asset Advisers
Oregon
$2.63M +$2.76M +17,105 New
TCM
365
Telos Capital Management
California
$2.63M -$128K -789 -4%
SIA
366
Schechter Investment Advisors
Michigan
$2.61M – – –
NFG
367
Nations Financial Group
Iowa
$2.58M -$145K -895 -5%
SQA
368
Simon Quick Advisors
New Jersey
$2.53M – – –
SCM
369
SOL Capital Management
Maryland
$2.53M +$2.42K +15 +0.1%
SPW
370
Sonoma Private Wealth
California
$2.53M +$60.3K +373 +2%
FA
371
Flagstar Advisors
New York
$2.52M +$1.29K +8 +0%
TFA
372
Tobias Financial Advisors
Florida
$2.51M -$90.4K -559 -3%
PFA
373
Pinnacle Family Advisors
Missouri
$2.5M -$2.91M -18,032 -53%
SHA
374
Seneca House Advisors
Virginia
$2.48M -$27.5K -170 -1%
SFWA
375
Summit Financial Wealth Advisors
Louisiana
$2.48M -$20K -124 -0.8%