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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
426
Garde Capital
Washington
$3.29M – – –
TPWA
427
TRUE Private Wealth Advisors
Oregon
$3.26M +$58.8K +323 +2%
DADC
428
D.A. Davidson & Co
Montana
$3.25M -$157K -863 -5%
SWP
429
SIMA Wealth Partners
Virginia
$3.25M +$3.25M +17,871 New
FCBT
430
First Citizens Bank & Trust
North Carolina
$3.24M +$185K +1,016 +6%
SPAS
431
Spectrum Planning & Advisory Services
California
$3.23M +$3.23M +17,749 New
VFA
432
Valeo Financial Advisors
Indiana
$3.22M +$4.01K +22 +0.1%
CIS
433
Custom Index Systems
New York
$3.19M -$1.13M -6,226 -26%
TIAA Trust, National Association
434
TIAA Trust, National Association
North Carolina
$3.19M +$25K +137 +0.8%
SIA
435
Stegner Investment Associates
Kentucky
$3.16M -$546 -3 -0%
Calamos Advisors
436
Calamos Advisors
Illinois
$3.15M +$43.9K +241 +1%
SFWA
437
Summit Financial Wealth Advisors
Louisiana
$3.15M -$729 -4 -0%
PFA
438
Pinnacle Family Advisors
Missouri
$3.13M -$39.3K -216 -1%
MWS
439
Maxwell Wealth Strategies
California
$3.08M +$96.9K +532 +3%
MYIA
440
Mount Yale Investment Advisors
Colorado
$3.07M -$200K -1,099 -6%
SIA
441
Schechter Investment Advisors
Michigan
$3.05M – – –
WCF
442
West Coast Financial
California
$3.03M -$236K -1,296 -7%
AWP
443
Ascent Wealth Partners
New York
$3.03M +$62.7K +344 +2%
MFC
444
Morris Financial Concepts
South Carolina
$3.02M -$87.2K -479 -3%
ASFA
445
All Season Financial Advisors
Colorado
$3M -$2.62M -14,396 -47%
NPT
446
National Philanthropic Trust
Pennsylvania
$2.99M – – –
PAA
447
Peregrine Asset Advisers
Oregon
$2.97M -$95.4K -524 -3%
TFA
448
Tobias Financial Advisors
Florida
$2.96M -$18.4K -101 -0.6%
USCWA
449
U.S. Capital Wealth Advisors
Texas
$2.95M +$2.03M +11,157 +221%
MWM
450
Mosley Wealth Management
California
$2.92M +$343K +1,882 +13%