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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
401
Summit Financial Wealth Advisors
Louisiana
$2.74M
CFGS
402
Concourse Financial Group Securities
Alabama
$2.74M +$112K +695 +5%
SHA
403
Seneca House Advisors
Virginia
$2.73M -$59.8K -372 -2%
CB
404
Cadence Bank
Mississippi
$2.7M
OFG
405
Oxford Financial Group
Indiana
$2.69M
GG
406
GenWealth Group
New Jersey
$2.64M -$344K -2,139 -12%
SCM
407
SOL Capital Management
Maryland
$2.63M -$217K -1,350 -8%
Renaissance Technologies
408
Renaissance Technologies
New York
$2.6M +$350K +2,178 +17%
AP
409
Arlington Partners
Alabama
$2.59M +$889K +5,534 +59%
MCA
410
MSH Capital Advisors
Arizona
$2.57M +$189K +1,173 +9%
BOH
411
Bank of Hawaii
Hawaii
$2.56M
MBI
412
May Barnhard Investments
Maryland
$2.56M +$2.36M +14,700 New
TFGT
413
TS Financial Group (TSFG)
Illinois
$2.51M +$731K +4,545 +46%
GJIA
414
Glass Jacobson Investment Advisors
Maryland
$2.51M +$461K +2,870 +25%
NA
415
Nottingham Advisors
New York
$2.5M -$238K -1,482 -6%
HCC
416
Hirtle Callaghan & Co
Pennsylvania
$2.5M
Principal Financial Group
417
Principal Financial Group
Iowa
$2.5M +$4.66K +29 +0.2%
OCM
418
Objective Capital Management
Ohio
$2.46M -$240K -1,493 -10%
USAA
419
United Services Automobile Association
Texas
$2.45M
RIS
420
Retirement Income Solutions
Michigan
$2.45M -$215K -1,339 -9%
PCMU
421
Paragon Capital Management (Utah)
Utah
$2.42M -$88.6K -551 -4%
BAM
422
Brave Asset Management
New Jersey
$2.42M -$527K -3,280 -19%
SCA
423
Southern Capital Advisors
Tennessee
$2.42M +$315K +1,961 +16%
GFP
424
Gryphon Financial Partners
Ohio
$2.4M +$2.41K +15 +0.1%
TWM
425
Tolleson Wealth Management
Texas
$2.39M