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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
426
Anson Capital
Georgia
$3.64M -$602K -3,170 -15%
FAM
427
Family Asset Management
South Carolina
$3.64M -$64K -337 -2%
AF
428
AtlasMark Financial
Texas
$3.63M +$3.5M +18,429 New
TWM
429
Tradition Wealth Management
Minnesota
$3.63M +$49.4K +260 +1%
TCG
430
Transcendent Capital Group
Oklahoma
$3.58M +$3.35M +17,641 +3,564%
CWA
431
Clarus Wealth Advisors
Arizona
$3.57M +$22K +116 +0.6%
GC
432
Garde Capital
Washington
$3.57M
MWM
433
Mosley Wealth Management
California
$3.53M +$321K +1,689 +11%
TPWA
434
TRUE Private Wealth Advisors
Oregon
$3.52M -$6.46K -34 -0.2%
SWP
435
SIMA Wealth Partners
Virginia
$3.51M -$14.8K -78 -0.4%
SIAS
436
Summit Investment Advisory Services
Minnesota
$3.5M +$3.37M +17,752 New
DADC
437
D.A. Davidson & Co
Montana
$3.49M -$29.8K -157 -0.9%
MFC
438
Morris Financial Concepts
South Carolina
$3.45M +$168K +884 +5%
Calamos Advisors
439
Calamos Advisors
Illinois
$3.44M +$25.8K +136 +0.8%
TIAA Trust, National Association
440
TIAA Trust, National Association
North Carolina
$3.43M -$24.5K -129 -0.7%
SFWA
441
Summit Financial Wealth Advisors
Louisiana
$3.41M +$3.8K +20 +0.1%
MWS
442
Maxwell Wealth Strategies
California
$3.4M +$74.5K +392 +2%
SIA
443
Stegner Investment Associates
Kentucky
$3.39M -$26K -137 -0.8%
PFA
444
Pinnacle Family Advisors
Missouri
$3.39M -$2.28K -12 -0.1%
VFA
445
Valeo Financial Advisors
Indiana
$3.37M -$117K -616 -3%
Bank of Nova Scotia
446
Bank of Nova Scotia
Ontario, Canada
$3.36M +$1.23M +6,454 +61%
AWP
447
Ascent Wealth Partners
New York
$3.34M +$50.9K +268 +2%
BIM
448
Bridges Investment Management
Nebraska
$3.32M -$247K -1,300 -7%
HPM
449
Hoxton Planning & Management
West Virginia
$3.32M +$337K +1,773 +12%
IFG
450
Independent Financial Group
California
$3.31M +$1.88M +9,919 +144%