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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
376
Valeo Financial Advisors
Indiana
$528K -$448K -4,046 -46%
MWM
377
Mission Wealth Management
California
$525K +$222 +2 +0%
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$524K -$24.8K -224 -5%
ATFA
379
All Terrain Financial Advisors
Minnesota
$519K
UIA
380
UBP Investment Advisors
Switzerland
$503K
WTB
381
Washington Trust Bank
Washington
$500K
EWA
382
EP Wealth Advisors
California
$498K
ZCA
383
Zeke Capital Advisors
Pennsylvania
$497K +$38.1K +344 +8%
FCI
384
Financial Counselors Inc
Kansas
$489K -$35.7K -322 -7%
SCI
385
S&CO Inc
Massachusetts
$479K -$211K -1,900 -30%
VWM
386
Venturi Wealth Management
Texas
$478K -$83.5K -754 -15%
SBWM
387
Sunflower Bank Wealth Management
Arizona
$476K
NDSI
388
Newman Dignan & Sheerar Inc
Rhode Island
$475K
IFA
389
Interactive Financial Advisors
Illinois
$474K -$17.9K -162 -4%
LW
390
Linscomb Wealth
Texas
$466K -$9.86K -89 -2%
DADC
391
D.A. Davidson & Co
Montana
$465K -$21.5K -194 -4%
PBO
392
Peoples Bank (Ohio)
Ohio
$465K -$12.3K -111 -3%
AC
393
Alexandria Capital
Virginia
$464K -$13.5K -122 -3%
MBT
394
Montecito Bank & Trust
California
$462K
CPO
395
Cerity Partners OCIO
New York
$457K
FC
396
Ferris Capital
Massachusetts
$456K
GFP
397
Gryphon Financial Partners
Ohio
$454K -$15.5K -140 -3%
BFPW
398
BOK Financial Private Wealth
Colorado
$451K
TWM
399
Torch Wealth Management
Ohio
$451K
FA
400
Fiducient Advisors
Illinois
$449K