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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
376
D.A. Davidson & Co
Montana
$3.13M +$17.7K +110 +0.6%
SFS
377
Sharp Financial Services
Pennsylvania
$3.13M +$2.89M +17,992 New
SFA
378
Sequoia Financial Advisors
Ohio
$3.06M +$793K +4,934 +39%
TIAA Trust, National Association
379
TIAA Trust, National Association
North Carolina
$3.03M -$34.9K -217 -1%
VFA
380
Valeo Financial Advisors
Indiana
$3.02M -$92.6K -576 -3%
BFS
381
Bare Financial Services
Pennsylvania
$3M +$2.78M +17,271 New
CWA
382
Clarus Wealth Advisors
Arizona
$2.97M +$2.79M +17,340 New
PAA
383
Peregrine Asset Advisers
Oregon
$2.97M -$643 -4 -0%
SIA
384
Schechter Investment Advisors
Michigan
$2.93M -$25.6K -159 -0.9%
TCM
385
Telos Capital Management
California
$2.92M -$51.6K -321 -2%
SWA
386
Stratos Wealth Advisors
Ohio
$2.89M +$1.87M +11,656 +234%
MSWMA
387
Market Street Wealth Management Advisors
Indiana
$2.89M -$359K -2,236 -12%
AWM
388
Avior Wealth Management
Nebraska
$2.86M -$150K -936 -5%
NPT
389
National Philanthropic Trust
Pennsylvania
$2.86M +$2.64M +16,419 New
SQA
390
Simon Quick Advisors
New Jersey
$2.85M -$14.6K -91 -0.6%
TFA
391
Tobias Financial Advisors
Florida
$2.85M +$4.02K +25 +0.2%
PFA
392
Pinnacle Family Advisors
Missouri
$2.83M +$3.86K +24 +0.1%
NFG
393
Nations Financial Group
Iowa
$2.83M -$77.1K -480 -3%
Calamos Advisors
394
Calamos Advisors
Illinois
$2.83M +$2.61M +16,254 New
IFG
395
Independent Financial Group
California
$2.81M +$1.92M +11,921 +279%
SPW
396
Sonoma Private Wealth
California
$2.81M -$43.2K -269 -2%
CIS
397
Custom Index Systems
New York
$2.79M +$2.58M +16,029 New
AWP
398
Ascent Wealth Partners
New York
$2.78M +$80.5K +501 +3%
EWA
399
ERTS Wealth Advisors
Michigan
$2.78M +$337K +2,097 +15%
SF
400
Synovus Financial
Georgia
$2.77M -$1.6M -9,967 -38%