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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
401
Patriot Financial Group Insurance Agency
Massachusetts
$1.71M +$285K +1,872 +21%
MIAN
402
Mariner Independent Advisor Network
Kansas
$1.69M -$599K -3,936 -27%
Canada Pension Plan Investment Board
403
Canada Pension Plan Investment Board
Ontario, Canada
$1.68M +$1.63M +10,700 New
AF
404
AtlasMark Financial
Texas
$1.67M +$71.2K +468 +5%
MWM
405
Marietta Wealth Management
Georgia
$1.67M +$10.9K +72 +0.7%
VAFP
406
Vahanian & Associates Financial Planning
New York
$1.66M +$1.61M +10,615 New
AIM
407
Alhambra Investment Management
Florida
$1.65M +$98.2K +646 +7%
PA
408
PSI Advisors
Florida
$1.63M
IAG
409
Investment Advisory Group
Massachusetts
$1.62M +$1.59M +10,444 New
PFS
410
Prospera Financial Services
Texas
$1.61M +$259K +1,701 +20%
AWE
411
Avidian Wealth Enterprises
Texas
$1.61M +$1.56M +10,272 New
SFA
412
Sequoia Financial Advisors
Ohio
$1.6M +$1.33M +8,760 +591%
TFF
413
The Family Firm
Maryland
$1.58M +$7.91K +52 +0.5%
BP
414
Ballentine Partners
Massachusetts
$1.56M
SAM
415
Silvercrest Asset Management
New York
$1.55M -$22.8K -150 -1%
PBO
416
Peoples Bank (Ohio)
Ohio
$1.54M
EWM
417
Endurance Wealth Management
Rhode Island
$1.54M +$28.6K +188 +2%
WPW
418
Waldron Private Wealth
Pennsylvania
$1.53M
NEWAS
419
N.E.W. Advisory Services
Wisconsin
$1.53M -$175K -1,149 -11%
AFAS
420
Acorn Financial Advisory Services
Virginia
$1.53M -$115K -753 -7%
PIMG
421
Patriot Investment Management Group
Tennessee
$1.52M
Prudential Financial
422
Prudential Financial
New Jersey
$1.52M +$404K +2,660 +37%
CIR
423
Clear Investment Research
Georgia
$1.52M -$16.9K -111 -1%
ANTB
424
AMG National Trust Bank
Colorado
$1.51M +$16.7K +110 +1%
SC
425
Scotia Capital
Ontario, Canada
$1.51M +$1.2M +7,861 +443%