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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
351
Peoples Bank (Ohio)
Ohio
$4.63M +$246K +1,351 +6%
HWA
352
Hilltop Wealth Advisors
North Carolina
$4.61M -$78.7K -432 -2%
First Trust Advisors
353
First Trust Advisors
Illinois
$4.57M +$65.4K +359 +1%
VPP
354
Vertex Planning Partners
Illinois
$4.56M +$917K +5,035 +25%
WWA
355
WCG Wealth Advisors
Nevada
$4.54M +$4.54M +24,918 New
COCM
356
Charter Oak Capital Management
New Hampshire
$4.51M -$278K -1,525 -6%
RWS
357
Resolute Wealth Strategies
Mississippi
$4.51M -$19.9K -109 -0.4%
LCG
358
Lynx Capital Group
Ohio
$4.51M +$199K +1,091 +5%
CWM
359
Cranbrook Wealth Management
Michigan
$4.49M +$30.2K +166 +0.7%
Franklin Resources
360
Franklin Resources
California
$4.47M +$262K +1,437 +6%
SW
361
Simplicity Wealth
New Jersey
$4.45M +$267K +1,466 +6%
NFG
362
Nations Financial Group
Iowa
$4.41M +$951K +5,222 +27%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$4.39M -$16.6K -91 -0.4%
SFP
364
Sterling Financial Planning
New Jersey
$4.39M -$108K -594 -2%
AL
365
ACAS LLC
California
$4.39M -$301K -1,652 -7%
IP
366
Investment Partners
Ohio
$4.35M -$4.92K -27 -0.1%
SCM
367
SCS Capital Management
Massachusetts
$4.34M -$946K -5,193 -18%
GEA
368
Glen Eagle Advisors
New Jersey
$4.33M -$43K -236 -1%
DSA
369
Davis Selected Advisers
Arizona
$4.31M +$4.31M +23,681 New
EWM
370
Evercore Wealth Management
New York
$4.31M -$36.4K -200 -0.8%
CPIG
371
Chicago Partners Investment Group
Illinois
$4.3M -$272K -1,491 -6%
QWP
372
Quotient Wealth Partners
Texas
$4.28M -$388K -2,130 -8%
D
373
Dentgroup
Louisiana
$4.22M +$3.41M +18,723 +419%
PB
374
Pinnacle Bancorp
Nebraska
$4.21M -$2.55K -14 -0.1%
FA
375
Flagstar Advisors
New York
$4.17M +$178K +980 +4%