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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCFG
426
O'Connor Financial Group
Illinois
$4.06M -$50.6K -252 -1%
HCM
427
Hudson Capital Management
New Jersey
$4.06M -$147K -733 -4%
FPAS
428
Focus Partners Advisor Solutions
Missouri
$4.04M +$801K +3,989 +26%
PCIA
429
Prime Capital Investment Advisors
Kansas
$4.03M -$947K -4,714 -19%
PB
430
Pinnacle Bancorp
Nebraska
$4.02M -$313K -1,558 -7%
VFA
431
Valeo Financial Advisors
Indiana
$4M +$324K +1,612 +9%
SCTC
432
Sanibel Captiva Trust Company
Florida
$3.97M +$367K +1,825 +10%
BCM
433
BTC Capital Management
Iowa
$3.93M – – –
FCC
434
Florin Court Capital
United Kingdom
$3.92M +$2.59M +12,900 +211%
RL
435
Rogco LP
Oklahoma
$3.91M – – –
BFS
436
Bare Financial Services
Pennsylvania
$3.89M -$35.3K -176 -0.9%
HW
437
Hancock Whitney
Mississippi
$3.89M -$150K -749 -4%
TCM
438
Telos Capital Management
California
$3.87M +$50.4K +251 +1%
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$3.87M +$1.61M +8,033 +75%
RWS
440
Retirement Wealth Solutions
Wisconsin
$3.86M +$569K +2,834 +18%
RWM
441
Ritholtz Wealth Management
New York
$3.84M -$155K -772 -4%
PWM
442
Pines Wealth Management
North Carolina
$3.8M -$86.8K -432 -2%
AC
443
AlphaCore Capital
California
$3.78M -$90.6K -451 -2%
MCA
444
MSH Capital Advisors
Arizona
$3.78M -$37K -184 -1%
TIAA Trust, National Association
445
TIAA Trust, National Association
North Carolina
$3.72M +$22.5K +112 +0.6%
DWT
446
Dorsey & Whitney Trust
South Dakota
$3.71M -$243K -1,211 -6%
PFA
447
Pinnacle Family Advisors
Missouri
$3.7M +$803 +4 +0%
RWM
448
RKL Wealth Management
Pennsylvania
$3.69M -$234K -1,163 -6%
IAG
449
Investment Advisory Group
Massachusetts
$3.69M -$42.4K -211 -1%
OFG
450
Oxford Financial Group
Indiana
$3.6M -$19.3K -96 -0.5%