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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
401
Koshinski Asset Management
Illinois
$494K +$235K +2,051 +93%
LW
402
Linscomb Wealth
Texas
$490K +$115 +1 +0%
WTB
403
Washington Trust Bank
Washington
$487K -$39K -340 -7%
MBT
404
Montecito Bank & Trust
California
$486K
PFBT
405
Parkside Financial Bank & Trust
Missouri
$485K +$120K +1,045 +33%
MWPCG
406
Measured Wealth Private Client Group
New Hampshire
$485K +$217K +1,892 +82%
VWM
407
Venturi Wealth Management
Texas
$484K +$574 +5 +0.1%
CPO
408
Cerity Partners OCIO
New York
$481K
FC
409
Ferris Capital
Massachusetts
$479K
OFG
410
Oxford Financial Group
Indiana
$478K -$143K -1,250 -23%
AC
411
Alexandria Capital
Virginia
$477K -$11.5K -100 -2%
GFP
412
Gryphon Financial Partners
Ohio
$477K
TWM
413
Torch Wealth Management
Ohio
$477K +$2.87K +25 +0.6%
AFNAS
414
American Financial Network Advisory Services
California
$473K +$464K +4,040 +20,200%
CA
415
Commerzbank Aktiengesellschaft
Germany
$471K
BFPW
416
BOK Financial Private Wealth
Colorado
$469K -$5.05K -44 -1%
FA
417
Fiducient Advisors
Illinois
$462K -$9.98K -87 -2%
ZF
418
Zhang Financial
Michigan
$456K
CCM
419
Coldstream Capital Management
Washington
$455K +$149K +1,300 +50%
CCM
420
Condor Capital Management
New Jersey
$450K +$30.9K +269 +7%
SCM
421
SOL Capital Management
Maryland
$450K +$41.3K +360 +10%
G
422
GenTrust
Florida
$443K +$437K +3,806 New
AF
423
Arrow Financial
New York
$442K +$340K +2,965 +347%
RC
424
RegentAtlantic Capital
New Jersey
$440K -$344 -3 -0.1%
RIS
425
Retirement Income Solutions
Michigan
$438K