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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
451
James Investment Research
Ohio
$487K
NL
452
NWAM LLC
Washington
$487K +$133K +1,210 +39%
SBWM
453
Sunflower Bank Wealth Management
Arizona
$484K -$3.84K -35 -0.8%
AC
454
Alexandria Capital
Virginia
$483K +$1.32K +12 +0.3%
ACI
455
Alpha Cubed Investments
California
$481K +$3.4K +31 +0.7%
CCM
456
Condor Capital Management
New Jersey
$480K +$31.6K +288 +7%
PAS
457
Partnervest Advisory Services
California
$477K +$47.7K +434 +11%
TWM
458
Torch Wealth Management
Ohio
$476K -$2.75K -25 -0.6%
LW
459
Linscomb Wealth
Texas
$476K -$329 -3 -0.1%
MBT
460
Montecito Bank & Trust
California
$473K -$115K -1,050 -20%
TTWM
461
TCV Trust & Wealth Management
Virginia
$470K +$107K +975 +30%
CPO
462
Cerity Partners OCIO
New York
$468K
RIS
463
Retirement Income Solutions
Michigan
$466K -$9.66K -88 -2%
FC
464
Ferris Capital
Massachusetts
$466K
OFG
465
Oxford Financial Group
Indiana
$465K +$453K +4,124 New
EWA
466
Exencial Wealth Advisors
Oklahoma
$463K +$49.2K +448 +12%
Calamos Advisors
467
Calamos Advisors
Illinois
$460K -$48.4K -441 -10%
PBO
468
Peoples Bank (Ohio)
Ohio
$458K -$27.9K -254 -6%
CA
469
Commerzbank Aktiengesellschaft
Germany
$458K
IFA
470
Interactive Financial Advisors
Illinois
$453K -$13.5K -123 -3%
DC
471
Davenport & Co
Virginia
$451K -$28.1K -256 -6%
CCM
472
Coldstream Capital Management
Washington
$443K
ZF
473
Zhang Financial
Michigan
$443K
AIC
474
Ameritas Investment Company
Nebraska
$441K +$429K +3,911 New
PA
475
Parallel Advisors
California
$432K +$262K +2,382 +164%