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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
376
Corient Capital Partners
California
$548K
SBH
377
Segall Bryant & Hamill
Illinois
$548K +$26.9K +235 +5%
LWAC
378
Laurel Wealth Advisors (California)
California
$544K -$127K -1,112 -18%
TFCP
379
Twin Focus Capital Partners
Massachusetts
$544K -$45.7K -400 -7%
PA
380
Prism Advisors
California
$542K
JIR
381
James Investment Research
Ohio
$538K
VWM
382
Venturi Wealth Management
Texas
$537K -$133K -1,168 -19%
CAC
383
Certified Advisory Corp
Florida
$535K +$5.14K +45 +0.9%
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
$530K +$25.6K +224 +5%
MWM
385
Mission Wealth Management
California
$521K -$9.71K -85 -2%
FCI
386
Financial Counselors Inc
Kansas
$521K +$180K +1,578 +50%
ATFA
387
All Terrain Financial Advisors
Minnesota
$515K +$305K +2,671 +131%
UIA
388
UBP Investment Advisors
Switzerland
$503K +$11.3K +99 +2%
TIM
389
Thompson Investment Management
Wisconsin
$499K +$522K +4,565 New
WTB
390
Washington Trust Bank
Washington
$497K -$89.3K -781 -15%
EWA
391
EP Wealth Advisors
California
$495K -$57.3K -501 -10%
RVPG
392
Relative Value Partners Group
$491K +$79.3K +694 +18%
WA
393
Waverly Advisors
Alabama
$491K +$80K +700 +18%
IFA
394
Interactive Financial Advisors
Illinois
$489K -$164K -1,432 -24%
DADC
395
D.A. Davidson & Co
Montana
$483K -$117K -1,024 -19%
NDSI
396
Newman Dignan & Sheerar Inc
Rhode Island
$475K -$42.9K -375 -8%
AC
397
Alexandria Capital
Virginia
$474K -$8.46K -74 -2%
SBWM
398
Sunflower Bank Wealth Management
Arizona
$473K
PBO
399
Peoples Bank (Ohio)
Ohio
$472K -$2.97K -26 -0.6%
LW
400
Linscomb Wealth
Texas
$472K