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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRI
426
Commonwealth Retirement Investments
Virginia
$5.13M +$306K +1,370 +6%
PFGIA
427
Patriot Financial Group Insurance Agency
Massachusetts
$5.13M -$6.17M -27,629 -55%
Calamos Advisors
428
Calamos Advisors
Illinois
$5.12M -$133M -596,587 -96%
NPT
429
National Philanthropic Trust
Pennsylvania
$5.1M +$1.33M +5,950 +36%
RSF
430
Rik Saylor Financial
Ohio
$5.01M -$29K -130 -0.6%
AC
431
Avestar Capital
New York
$4.97M -$285K -1,278 -6%
SCTC
432
Sanibel Captiva Trust Company
Florida
$4.95M +$184K +824 +4%
CWM
433
Cranbrook Wealth Management
Michigan
$4.94M -$359K -1,609 -7%
SFP
434
Sterling Financial Planning
New Jersey
$4.92M -$263K -1,179 -5%
SCM
435
Stordahl Capital Management
Colorado
$4.86M -$25K -112 -0.5%
KV
436
Kickstand Ventures
New York
$4.82M -$218K -978 -4%
TF
437
Theory Financial
Colorado
$4.8M -$1.02M -4,567 -18%
RIM
438
Redwood Investment Management
Arizona
$4.8M -$850K -3,804 -15%
HIA
439
Harbor Investment Advisory
Maryland
$4.78M -$15.9K -71 -0.3%
BAM
440
Belpointe Asset Management
Nevada
$4.75M +$239K +1,069 +5%
AIA
441
Arcadia Investment Advisors
Idaho
$4.75M -$54.3K -243 -1%
SCA
442
Southern Capital Advisors
Tennessee
$4.74M +$38.6K +173 +0.8%
AL
443
ARWA LLC
Texas
$4.72M +$2.16M +9,666 +91%
ELC
444
Edgar Lomax Company
Virginia
$4.71M – – –
TFCP
445
Twin Focus Capital Partners
Massachusetts
$4.71M -$717K -3,208 -13%
ST
446
Smithfield Trust
Pennsylvania
$4.69M -$3.57K -16 -0.1%
WF
447
WealthPoint Financial
North Carolina
$4.69M -$549K -2,460 -11%
VWM
448
Venturi Wealth Management
Texas
$4.68M +$54.1K +242 +1%
GWAM
449
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.68M -$57.6K -258 -1%
IAS
450
Integrity Advisory Solutions
Texas
$4.63M +$316K +1,414 +7%