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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
376
Stratford Consulting
Texas
$831K – – –
FCI
377
Financial Counselors Inc
Kansas
$826K +$35.2K +300 +5%
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$812K +$550K +4,689 +220%
WLIM
379
White Lighthouse Investment Management
Massachusetts
$804K -$35.2K -300 -4%
APA
380
American Portfolios Advisors
New York
$802K -$520K -4,435 -40%
HCC
381
Hirtle Callaghan & Co
Pennsylvania
$801K +$183K +1,557 +30%
DAS
382
Dynamic Advisor Solutions
Arizona
$792K -$469 -4 -0.1%
TIM
383
Thompson Investment Management
Wisconsin
$783K -$7.74K -66 -1%
NL
384
NWAM LLC
Washington
$783K +$170K +1,449 +28%
LSPW
385
Lake Street Private Wealth
Illinois
$777K +$96.2K +820 +14%
WI
386
Wintrust Investments
Illinois
$771K -$35.2K -300 -4%
WIC
387
Whitegate Investment Counselors
New Hampshire
$765K +$44.2K +377 +6%
IIC
388
Integrated Investment Consultants
Michigan
$763K – – –
CA
389
Crewe Advisors
Utah
$757K – – –
GG
390
Gofen & Glossberg
Illinois
$752K – – –
FMTC
391
Farmers & Merchants Trust Company
California
$749K – – –
NFG
392
Nations Financial Group
Iowa
$742K -$22.8K -194 -3%
LWAC
393
Laurel Wealth Advisors (California)
California
$742K – – –
TFA
394
TPG Financial Advisors
Oregon
$726K – – –
Deutsche Bank
395
Deutsche Bank
Germany
$725K +$169K +1,441 +31%
HR
396
Hayden Royal
North Carolina
$724K +$377K +3,214 +112%
CDIA
397
Capital Directions Investment Advisors
Georgia
$719K – – –
CWM
398
Confluence Wealth Management
Oregon
$708K – – –
TIA
399
Tiemann Investment Advisors
California
$708K +$4.34K +37 +0.6%
Prudential Financial
400
Prudential Financial
New Jersey
$707K -$627K -5,348 -47%