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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
426
CAPTRUST Financial Advisors
North Carolina
$590K +$12.4K +108 +2%
TFO
427
Tarbox Family Office
California
$586K -$20K -175 -3%
PA
428
Prism Advisors
California
$580K
VFA
429
Valeo Financial Advisors
Indiana
$580K
FHA
430
Flagship Harbor Advisors
Massachusetts
$578K +$16.6K +145 +3%
LWANC
431
Laurel Wealth Advisors (North Carolina)
North Carolina
$572K -$37.6K -328 -6%
CCP
432
Corient Capital Partners
California
$571K -$13.1K -114 -2%
SDWMA
433
Schneider Downs Wealth Management Advisors
Pennsylvania
$563K
FA
434
FDx Advisors
Illinois
$556K -$19.4K -169 -3%
NA
435
NewEdge Advisors
Louisiana
$544K -$69.5K -607 -12%
SPIA
436
Steward Partners Investment Advisory
New York
$544K +$9.74K +85 +2%
Deutsche Bank
437
Deutsche Bank
Germany
$540K +$327K +2,851 +158%
CAI
438
Capital Advisors Inc
Oklahoma
$539K +$242K +2,110 +84%
SCA
439
Snowden Capital Advisors
New York
$536K -$111K -968 -17%
NDSI
440
Newman Dignan & Sheerar Inc
Rhode Island
$534K
DADC
441
D.A. Davidson & Co
Montana
$532K +$11.7K +102 +2%
Koshinski Asset Management
442
Koshinski Asset Management
Illinois
$531K -$3.21K -28 -0.6%
OIA
443
OneDigital Investment Advisors
Kansas
$530K -$211K -1,842 -29%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$526K -$41.1K -359 -7%
ZCA
445
Zeke Capital Advisors
Pennsylvania
$526K
FNBOSM
446
First National Bank of South Miami
Florida
$522K -$21.5K -188 -4%
CFD
447
Creative Financial Designs
Indiana
$516K -$8.02K -70 -2%
FPCP
448
Fort Point Capital Partners
California
$509K +$500K +4,367 New
SCI
449
S&CO Inc
Massachusetts
$507K
OWD
450
Osborn Williams & Donohoe
Ohio
$505K -$120K -1,050 -19%