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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
376
Regal Investment Advisors
Michigan
$606K +$42.4K +383 +8%
CA
377
Commerzbank Aktiengesellschaft
Germany
$601K -$356K -3,215 -38%
RCA
378
Rex Capital Advisors
Rhode Island
$598K -$101K -912 -15%
TFO
379
Tarbox Family Office
California
$594K -$15.4K -139 -3%
EWA
380
EP Wealth Advisors
California
$574K -$44.1K -398 -7%
CCP
381
Corient Capital Partners
California
$573K
PWAP
382
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$569K +$21.2K +191 +4%
SFA
383
Sequoia Financial Advisors
Ohio
$563K -$107K -966 -16%
JIR
384
James Investment Research
Ohio
$562K
WF
385
Welch & Forbes
Massachusetts
$560K +$543K +4,900 New
BNP Paribas Financial Markets
386
BNP Paribas Financial Markets
France
$560K +$543K +4,899 New
RMCM
387
Reynders McVeigh Capital Management
Massachusetts
$559K
PA
388
Prism Advisors
California
$556K +$539K +4,868 New
MWM
389
Mission Wealth Management
California
$554K
CAC
390
Certified Advisory Corp
Florida
$554K +$538K +4,854 New
Wolverine Trading
391
Wolverine Trading
Illinois
$553K -$627K -5,657 -54%
SBH
392
Segall Bryant & Hamill
Illinois
$546K
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$540K
NDSI
394
Newman Dignan & Sheerar Inc
Rhode Island
$535K -$8.42K -76 -2%
UIA
395
UBP Investment Advisors
Switzerland
$514K +$499K +4,500 New
OFG
396
Oxford Financial Group
Indiana
$513K
PL
397
Plancorp LLC
Missouri
$513K +$176K +1,585 +54%
AC
398
Alexandria Capital
Virginia
$504K +$1.33K +12 +0.3%
PBO
399
Peoples Bank (Ohio)
Ohio
$497K
SBWM
400
Sunflower Bank Wealth Management
Arizona
$494K -$27.1K -245 -5%