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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
401
Samalin Investment Counsel
New York
$1.02M +$972K +7,812 New
EK
402
Evensky & Katz
Florida
$1.01M -$37.3K -300 -4%
WCF
403
West Coast Financial
California
$1.01M -$49.8K -400 -5%
LWAC
404
Laurel Wealth Advisors (California)
California
$1.01M +$188K +1,511 +24%
CCM
405
Cribstone Capital Management
Maine
$1M -$563K -4,521 -37%
CPIG
406
Chicago Partners Investment Group
Illinois
$1M +$12.1K +97 +1%
HR
407
Hayden Royal
North Carolina
$987K +$181K +1,458 +24%
HA
408
Hamel Associates
New Jersey
$967K -$80.9K -650 -8%
SFA
409
Sequoia Financial Advisors
Ohio
$963K -$136K -1,089 -13%
NFG
410
Nations Financial Group
Iowa
$959K +$162K +1,302 +21%
BCP
411
Blue Chip Partners
Michigan
$959K +$918K +7,375 New
SQA
412
Simon Quick Advisors
New Jersey
$956K +$224K +1,803 +33%
FAAM
413
First Ascent Asset Management
Colorado
$948K +$906K +7,285 New
SWM
414
SeaCrest Wealth Management
New York
$947K +$498 +4 +0.1%
AF
415
AtlasMark Financial
Texas
$946K -$43.3K -348 -5%
OPS
416
Orion Portfolio Solutions
Nebraska
$938K +$898K +7,214 New
9WM
417
9258 Wealth Management
Ohio
$934K +$893K +7,180 New
OR
418
Olympiad Research
Connecticut
$919K +$879K +7,063 New
JF
419
JSF Financial
California
$913K -$140K -1,127 -14%
PA
420
Pinnacle Associates
New York
$910K
SC
421
Stratford Consulting
Texas
$908K
Cetera Investment Advisers
422
Cetera Investment Advisers
Illinois
$905K -$231K -1,855 -21%
FCBT
423
First Citizens Bank & Trust
North Carolina
$899K +$322K +2,588 +60%
FEM
424
Fulcrum Equity Management
Texas
$882K +$844K +6,780 New
LSPW
425
Lake Street Private Wealth
Illinois
$879K +$29K +233 +4%