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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
$1.41M -$598K -4,222 -28%
MWM
427
Mattern Wealth Management
Kansas
$1.39M
SCA
428
Southern Capital Advisors
Tennessee
$1.39M +$27.1K +191 +2%
IAG
429
Investment Advisory Group
Massachusetts
$1.39M +$16.4K +116 +1%
LNC
430
Lincoln National Corp
Pennsylvania
$1.38M +$73.1K +516 +5%
CPIG
431
Chicago Partners Investment Group
Illinois
$1.38M +$567 +4 +0%
MWM
432
Marietta Wealth Management
Georgia
$1.38M
RJT
433
Raymond James Trust
Florida
$1.37M +$52.9K +373 +4%
BJL
434
Brighton Jones LLC
Washington
$1.36M +$34.4K +243 +2%
TPWA
435
TRUE Private Wealth Advisors
Oregon
$1.36M -$50.7K -358 -3%
BCA
436
Bay Colony Advisors
Massachusetts
$1.35M -$99K -699 -6%
Prudential Financial
437
Prudential Financial
New Jersey
$1.34M +$15.7K +111 +1%
LF
438
Lee Financial
Texas
$1.33M +$219K +1,548 +18%
TFF
439
The Family Firm
Maryland
$1.31M
GT
440
Glenview Trust
Kentucky
$1.31M -$49.6K -350 -3%
KBFS
441
Kohmann Bosshard Financial Services
Ohio
$1.3M -$115K -813 -7%
BFPW
442
BOK Financial Private Wealth
Colorado
$1.3M +$25.2K +178 +2%
CCB
443
Country Club Bank
Missouri
$1.29M -$167K -1,180 -11%
BWP
444
Bernardo Wealth Planning
Pennsylvania
$1.29M
GWM
445
GSB Wealth Management
Connecticut
$1.29M +$26.2K +185 +2%
FFM
446
Forum Financial Management
Illinois
$1.28M +$15K +106 +1%
WP
447
WealthShield Partners
North Carolina
$1.27M +$850 +6 +0.1%
DBIA
448
Dumont & Blake Investment Advisors
New Jersey
$1.27M -$7.51K -53 -0.5%
PIMG
449
Patriot Investment Management Group
Tennessee
$1.27M
WPW
450
Waldron Private Wealth
Pennsylvania
$1.26M