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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NL
426
NWAM LLC
Washington
$1.41M +$71K +501 +5%
SFA
427
Sequoia Financial Advisors
Ohio
$1.41M -$598K -4,222 -28%
MWM
428
Mattern Wealth Management
Kansas
$1.39M – – –
SCA
429
Southern Capital Advisors
Tennessee
$1.39M +$27.1K +191 +2%
IAG
430
Investment Advisory Group
Massachusetts
$1.39M +$16.4K +116 +1%
LNC
431
Lincoln National Corp
Pennsylvania
$1.38M +$73.1K +516 +5%
CPIG
432
Chicago Partners Investment Group
Illinois
$1.38M +$567 +4 +0%
MWM
433
Marietta Wealth Management
Georgia
$1.38M – – –
RJT
434
Raymond James Trust
Florida
$1.37M +$52.9K +373 +4%
BJL
435
Brighton Jones LLC
Washington
$1.36M +$34.4K +243 +2%
TPWA
436
TRUE Private Wealth Advisors
Oregon
$1.36M -$50.7K -358 -3%
BCA
437
Bay Colony Advisors
Massachusetts
$1.35M -$99K -699 -6%
Prudential Financial
438
Prudential Financial
New Jersey
$1.34M +$15.7K +111 +1%
LF
439
Lee Financial
Texas
$1.33M +$219K +1,548 +18%
TFF
440
The Family Firm
Maryland
$1.31M – – –
GT
441
Glenview Trust
Kentucky
$1.31M -$49.6K -350 -3%
KBFS
442
Kohmann Bosshard Financial Services
Ohio
$1.3M -$115K -813 -7%
BFPW
443
BOK Financial Private Wealth
Colorado
$1.3M +$25.2K +178 +2%
CCB
444
Country Club Bank
Missouri
$1.29M -$167K -1,180 -11%
BWP
445
Bernardo Wealth Planning
Pennsylvania
$1.29M – – –
GWM
446
GSB Wealth Management
Connecticut
$1.29M +$26.2K +185 +2%
FFM
447
Forum Financial Management
Illinois
$1.28M +$15K +106 +1%
WP
448
WealthShield Partners
North Carolina
$1.27M +$850 +6 +0.1%
DBIA
449
Dumont & Blake Investment Advisors
New Jersey
$1.27M -$7.51K -53 -0.5%
PIMG
450
Patriot Investment Management Group
Tennessee
$1.27M – – –