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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
401
AJ Wealth Strategies
New York
$2.04M -$1.51M -10,612 -43%
BFG
402
Barber Financial Group
Kansas
$2.01M +$270K +1,892 +16%
GCM
403
Gables Capital Management
Florida
$2.01M
LF
404
Lee Financial
Texas
$2.01M +$495K +3,468 +33%
GFP
405
Gryphon Financial Partners
Ohio
$2M +$8.71K +61 +0.4%
MCA
406
MSH Capital Advisors
Arizona
$2M -$29K -203 -1%
CGA
407
Crescent Grove Advisors
Illinois
$2M +$805K +5,636 +69%
TWM
408
Tolleson Wealth Management
Texas
$1.99M
Principal Financial Group
409
Principal Financial Group
Iowa
$1.98M -$98.5K -690 -5%
TWP
410
Total Wealth Planning
Ohio
$1.96M +$35.1K +246 +2%
JGC
411
J. Goldman & Co
New York
$1.95M -$1.94M -13,566 -50%
SIC
412
Sigma Investment Counselors
Michigan
$1.94M -$104K -727 -5%
LNC
413
Lincoln National Corp
Pennsylvania
$1.94M +$377K +2,642 +25%
WCM
414
WealthBridge Capital Management
Ohio
$1.93M +$130K +908 +7%
CWM
415
Castle Wealth Management
Florida
$1.93M +$27.7K +194 +1%
APP
416
Avantax Planning Partners
Iowa
$1.91M -$18.4K -129 -1%
AIM
417
Alhambra Investment Management
Florida
$1.89M -$77.1K -540 -4%
AAP
418
Arax Advisory Partners
Colorado
$1.89M -$134K -942 -7%
FCB
419
First County Bank
Connecticut
$1.88M +$1.85M +12,927 New
SI
420
Stephens Inc
Arkansas
$1.87M -$70.5K -494 -4%
CWM
421
Cahaba Wealth Management
Georgia
$1.83M +$18.3K +128 +1%
Deutsche Bank
422
Deutsche Bank
Germany
$1.81M
SIC
423
Sterling Investment Counsel
New York
$1.78M +$187K +1,309 +12%
NL
424
NWAM LLC
Washington
$1.78M +$186K +1,306 +12%
OC
425
Oppenheimer & Co
New York
$1.77M -$266K -1,860 -13%