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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$561K
CAPTRUST Financial Advisors
427
CAPTRUST Financial Advisors
North Carolina
$559K +$51.4K +468 +10%
FA
428
FDx Advisors
Illinois
$556K +$542K +4,936 New
DAS
429
Dynamic Advisor Solutions
Arizona
$555K +$110 +1 +0%
PFBT
430
Parkside Financial Bank & Trust
Missouri
$549K -$23.2K -211 -4%
SDWMA
431
Schneider Downs Wealth Management Advisors
Pennsylvania
$545K -$57.8K -526 -10%
FHA
432
Flagship Harbor Advisors
Massachusetts
$542K -$7.36K -67 -1%
SBH
433
Segall Bryant & Hamill
Illinois
$538K
MWPCG
434
Measured Wealth Private Client Group
New Hampshire
$519K +$60.5K +551 +14%
SPIA
435
Steward Partners Investment Advisory
New York
$517K -$2.47M -22,456 -83%
FNBOSM
436
First National Bank of South Miami
Florida
$517K -$10.1K -92 -2%
Koshinski Asset Management
437
Koshinski Asset Management
Illinois
$517K -$8.24K -75 -2%
NDSI
438
Newman Dignan & Sheerar Inc
Rhode Island
$516K +$30.7K +280 +7%
AIM
439
Axiom Investment Management
New York
$513K +$500K +4,553 New
ZCA
440
Zeke Capital Advisors
Pennsylvania
$509K
UIA
441
UBP Investment Advisors
Switzerland
$507K
Truist Financial
442
Truist Financial
North Carolina
$506K +$90.4K +823 +22%
AI
443
Atria Investments
North Carolina
$504K -$7.69M -70,031 -94%
DADC
444
D.A. Davidson & Co
Montana
$503K -$329 -3 -0.1%
ACM
445
Armbruster Capital Management
New York
$502K
CFD
446
Creative Financial Designs
Indiana
$502K +$400K +3,643 +449%
SQA
447
Simon Quick Advisors
New Jersey
$498K +$485K +4,413 New
FCBT
448
First Citizens Bank & Trust
North Carolina
$493K -$708K -6,450 -60%
SCI
449
S&CO Inc
Massachusetts
$490K
MWM
450
Mission Wealth Management
California
$489K -$18.1K -165 -4%