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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHA
376
Seneca House Advisors
Virginia
$2.45M -$304K -2,011 -11%
CI
377
Conning Inc
Connecticut
$2.43M
SFWA
378
Summit Financial Wealth Advisors
Louisiana
$2.42M -$357K -2,360 -13%
Millennium Management
379
Millennium Management
New York
$2.4M +$2.08M +13,737 +658%
SPW
380
Sonoma Private Wealth
California
$2.4M -$75.1K -497 -3%
OFG
381
Oxford Financial Group
Indiana
$2.4M -$344K -2,276 -13%
KP
382
Keel Point
Alabama
$2.39M -$1.15M -7,615 -33%
EIP
383
Ellis Investment Partners
Pennsylvania
$2.38M -$52.4K -347 -2%
FA
384
Flagstar Advisors
New York
$2.36M -$296K -1,957 -11%
AI
385
Atria Investments
North Carolina
$2.34M -$1.3M -8,621 -36%
RIS
386
Retirement Income Solutions
Michigan
$2.34M -$107K -710 -4%
CPIG
387
Chicago Partners Investment Group
Illinois
$2.31M +$703K +4,652 +44%
Principal Financial Group
388
Principal Financial Group
Iowa
$2.3M +$219K +1,452 +11%
Natixis Advisors
389
Natixis Advisors
Massachusetts
$2.29M -$271K -1,794 -11%
PCMU
390
Paragon Capital Management (Utah)
Utah
$2.25M -$13.3K -88 -0.6%
BOH
391
Bank of Hawaii
Hawaii
$2.25M
FFN
392
Focus Financial Network
Minnesota
$2.22M +$25.1K +166 +1%
B
393
Bailard
California
$2.2M -$4.63M -30,626 -68%
Prudential Financial
394
Prudential Financial
New Jersey
$2.2M +$926K +6,129 +63%
Marshall Wace
395
Marshall Wace
United Kingdom
$2.18M +$2.17M +14,335 New
FWP
396
Falcon Wealth Planning
California
$2.16M -$75.1K -497 -3%
FCI
397
Financial Counselors Inc
Kansas
$2.16M -$193K -1,277 -8%
SCG
398
Sonata Capital Group
Washington
$2.15M +$2.57K +17 +0.1%
AWS
399
AJ Wealth Strategies
New York
$2.15M +$9.97K +66 +0.5%
WCM
400
WealthBridge Capital Management
Ohio
$2.13M +$113K +745 +6%