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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
426
Regal Investment Advisors
Michigan
$595K -$31.8K -271 -5%
AAP
427
Arax Advisory Partners
Colorado
$595K -$26.6K -227 -4%
VFA
428
Valeo Financial Advisors
Indiana
$593K – – –
OPA
429
Old Port Advisors
Maine
$587K -$11.5K -98 -2%
LWANC
430
Laurel Wealth Advisors (North Carolina)
North Carolina
$585K – – –
CCP
431
Corient Capital Partners
California
$584K – – –
PA
432
Prism Advisors
California
$580K -$13K -111 -2%
CAPTRUST Financial Advisors
433
CAPTRUST Financial Advisors
North Carolina
$579K -$23.5K -200 -4%
SDWMA
434
Schneider Downs Wealth Management Advisors
Pennsylvania
$576K – – –
MAFM
435
Mid Atlantic Financial Management
Pennsylvania
$563K -$613K -5,229 -53%
Truist Financial
436
Truist Financial
North Carolina
$549K +$130K +1,105 +32%
SCA
437
Snowden Capital Advisors
New York
$548K – – –
DADC
438
D.A. Davidson & Co
Montana
$544K +$117 +1 +0%
CAI
439
Capital Advisors Inc
Oklahoma
$539K – – –
ACI
440
Alpha Cubed Investments
California
$538K +$75.6K +644 +17%
PFBT
441
Parkside Financial Bank & Trust
Missouri
$537K – – –
ZCA
442
Zeke Capital Advisors
Pennsylvania
$537K – – –
AC
443
Alexandria Capital
Virginia
$532K +$19.6K +167 +4%
PWA
444
Physician Wealth Advisors
Utah
$532K +$491K +4,187 New
Koshinski Asset Management
445
Koshinski Asset Management
Illinois
$526K -$17.4K -148 -3%
AWA
446
Arete Wealth Advisors
Illinois
$521K +$513K +4,371 New
TWM
447
Torch Wealth Management
Ohio
$519K +$15.1K +129 +3%
SCI
448
S&CO Inc
Massachusetts
$518K – – –
OWD
449
Osborn Williams & Donohoe
Ohio
$517K – – –
FCBT
450
First Citizens Bank & Trust
North Carolina
$515K – – –