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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCIG
351
Partners Capital Investment Group
Massachusetts
$5.36M +$29.8K +157 +0.6%
PBO
352
Peoples Bank (Ohio)
Ohio
$5.35M +$327K +1,720 +7%
NFG
353
Nations Financial Group
Iowa
$5.21M +$422K +2,223 +9%
First Trust Advisors
354
First Trust Advisors
Illinois
$5.2M +$239K +1,259 +5%
VPP
355
Vertex Planning Partners
Illinois
$5.17M +$226K +1,190 +5%
RA
356
RFG Advisory
Alabama
$5.16M -$837K -4,408 -14%
WWA
357
WCG Wealth Advisors
Nevada
$5.16M +$239K +1,257 +5%
COCM
358
Charter Oak Capital Management
New Hampshire
$5.16M +$261K +1,376 +6%
WAL
359
W Advisors LLC
Tennessee
$5.15M -$24.5K -129 -0.5%
OCFG
360
O'Connor Financial Group
Illinois
$5.11M -$225K -1,186 -4%
DWT
361
Dorsey & Whitney Trust
South Dakota
$5.11M -$6.27K -33 -0.1%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$5.02M +$236K +1,244 +5%
BCWM
363
Bartlett & Co Wealth Management
Ohio
$5.01M -$184K -967 -4%
OC
364
Oppenheimer & Co
New York
$4.99M +$610K +3,213 +15%
TC
365
TownSquare Capital
Utah
$4.97M -$487K -2,566 -9%
HWA
366
Hilltop Wealth Advisors
North Carolina
$4.93M -$61.9K -326 -1%
ABWM
367
Alpine Bank Wealth Management
Colorado
$4.92M +$4.74M +24,944 New
CWM
368
Cranbrook Wealth Management
Michigan
$4.9M +$34.4K +181 +0.7%
LCG
369
Lynx Capital Group
Ohio
$4.89M +$3.99K +21 +0.1%
AIA
370
Arcadia Investment Advisors
Idaho
$4.87M -$2.13M -11,218 -31%
QWP
371
Quotient Wealth Partners
Texas
$4.85M +$212K +1,116 +5%
MW
372
Maia Wealth
Colorado
$4.84M +$645K +3,398 +16%
CJH
373
Christopher J. Hasenberg
Wisconsin
$4.84M +$663K +3,491 +16%
RWS
374
Resolute Wealth Strategies
Mississippi
$4.8M -$79.2K -417 -2%
PFS
375
Prospera Financial Services
Texas
$4.75M +$573K +3,016 +14%