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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
376
Carl P. Sherr & Co
Massachusetts
$838K -$238K -2,244 -22%
CC
377
Cadinha & Co
Hawaii
$823K
OPS
378
Orion Portfolio Solutions
Nebraska
$819K +$125K +1,176 +18%
CPIG
379
Chicago Partners Investment Group
Illinois
$818K +$3.18K +30 +0.4%
SFA
380
Sequoia Financial Advisors
Ohio
$816K
APSP
381
Asset Planning Services (Pennsylvania)
Pennsylvania
$813K -$45.4K -428 -5%
DW
382
Domani Wealth
Pennsylvania
$812K -$128K -1,202 -14%
TNB
383
Thomasville National Bank
Georgia
$809K -$185K -1,744 -19%
Cetera Investment Advisers
384
Cetera Investment Advisers
Illinois
$799K -$25.8K -243 -3%
CCT
385
Country Club Trust
Missouri
$789K -$26K -245 -3%
BCA
386
Bay Colony Advisors
Massachusetts
$786K -$548K -5,162 -42%
TIA
387
Tiemann Investment Advisors
California
$786K +$80.6K +760 +12%
BS
388
Banco Santander
Spain
$782K -$7.08M -66,696 -90%
MSA
389
Marino Stram & Associates
Massachusetts
$782K -$92.6K -873 -11%
IWA
390
Independence Wealth Advisors
Virginia
$777K -$5.12M -48,298 -87%
FHA
391
First Horizon Advisors
Tennessee
$772K +$336K +3,166 +80%
SG
392
StoneX Group
New York
$766K +$4.14K +39 +0.6%
KOMWMG
393
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$750K +$42.2K +398 +6%
BJL
394
Brighton Jones LLC
Washington
$748K +$1.7K +16 +0.2%
AIC
395
Ameritas Investment Company
Nebraska
$744K +$147K +1,386 +25%
EWM
396
EPG Wealth Management
Georgia
$741K -$21.2K -200 -3%
CAM
397
Cresset Asset Management
Illinois
$739K -$3.34M -31,446 -82%
TFO
398
Tarbox Family Office
California
$730K +$36.5K +344 +5%
HCC
399
Hirtle Callaghan & Co
Pennsylvania
$727K
PA
400
Pinnacle Associates
New York
$727K +$5.3K +50 +0.7%