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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
376
Lowe Brockenbrough & Co
Virginia
$1.23M -$299K -2,470 -21%
DCM
377
Dimension Capital Management
Florida
$1.22M – – –
HW
378
Hancock Whitney
Mississippi
$1.2M -$99.7K -824 -8%
JWCA
379
J.W. Cole Advisors
Florida
$1.2M -$1.46M -12,053 -56%
YWP
380
YorkBridge Wealth Partners
New York
$1.17M – – –
VFA
381
Valeo Financial Advisors
Indiana
$1.17M +$534K +4,416 +93%
GWA
382
GGM Wealth Advisors
Maryland
$1.17M +$1.08M +8,919 New
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$1.17M -$7.74K -64 -0.7%
IWC
384
Integrated Wealth Concepts
Massachusetts
$1.16M -$137K -1,131 -11%
GT
385
Glenview Trust
Kentucky
$1.16M +$11.1K +92 +1%
RJT
386
Raymond James Trust
Florida
$1.15M +$15.4K +127 +1%
SC
387
Scotia Capital
Ontario, Canada
$1.15M +$89.9K +743 +9%
PBO
388
Peoples Bank (Ohio)
Ohio
$1.14M -$6.05K -50 -0.6%
PCS
389
Personal CFO Solutions
New Jersey
$1.13M +$85.6K +708 +9%
LA
390
Lynch & Associates
Indiana
$1.12M +$1.06M +8,731 New
Cerity Partners
391
Cerity Partners
New York
$1.11M -$92.5K -765 -8%
BBHC
392
Brown Brothers Harriman & Co
New York
$1.1M +$857K +7,085 +457%
DW
393
Domani Wealth
Pennsylvania
$1.1M +$62.8K +519 +6%
BFPW
394
BOK Financial Private Wealth
Colorado
$1.09M -$216K -1,786 -17%
BWM
395
BigSur Wealth Management
Florida
$1.09M – – –
OWA
396
Outlook Wealth Advisors
Texas
$1.08M +$2.78K +23 +0.3%
CC
397
Chicago Capital
Illinois
$1.06M +$1M +8,278 New
SFA
398
Sequoia Financial Advisors
Ohio
$1.06M -$2.78K -23 -0.3%
AIC
399
Ameritas Investment Company
Nebraska
$1.05M +$161K +1,334 +19%
PPA
400
Parametric Portfolio Associates
Washington
$1.05M -$380K -3,141 -28%