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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$395K -$150K -1,316 -27%
Allianz Asset Management
427
Allianz Asset Management
Germany
$394K -$483K -4,226 -54%
GCA
428
Gradient Capital Advisors
California
$393K
WP
429
WealthShield Partners
North Carolina
$391K +$67.9K +594 +20%
WEC
430
Winslow Evans & Crocker
Massachusetts
$390K
BA
431
Birinyi Associates
Connecticut
$388K
SFPM
432
Sensible Financial Planning & Management
Massachusetts
$386K +$8.57K +75 +2%
PCMK
433
Paragon Capital Management (Kansas)
Kansas
$384K -$7.2K -63 -2%
RPG
434
Risk Paradigm Group
Texas
$382K -$77.4K -677 -16%
CAL
435
Capital Advisors Ltd
Ohio
$382K +$571 +5 +0.1%
CCM
436
Condor Capital Management
New Jersey
$380K -$2.17K -19 -0.5%
LSA
437
L & S Advisors
California
$379K +$2.06K +18 +0.5%
SSB
438
Sandy Spring Bank
Maryland
$379K +$78.1K +683 +25%
PA
439
Parkside Advisors
California
$372K -$59.2K -518 -13%
SCM
440
SOL Capital Management
Maryland
$366K -$4.57K -40 -1%
BIM
441
Bridges Investment Management
Nebraska
$366K
TTWM
442
TCV Trust & Wealth Management
Virginia
$366K
DC
443
Davenport & Co
Virginia
$360K +$15.7K +137 +4%
TIM
444
Total Investment Management
Arizona
$352K +$367K +3,215 New
CFA
445
Capstone Financial Advisors
Illinois
$345K +$361K +3,155 New
PWA
446
Peterson Wealth Advisors
Utah
$344K -$33.1K -290 -8%
PFBT
447
Parkside Financial Bank & Trust
Missouri
$344K
SC
448
Scotia Capital
Ontario, Canada
$342K -$374K -3,276 -51%
CCT
449
Country Club Trust
Missouri
$339K -$571 -5 -0.2%
BBA
450
Braun-Bostich & Associates
Pennsylvania
$338K +$20K +175 +6%