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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
451
Bay Colony Advisors
Massachusetts
$1.16M +$19.7K +134 +2%
WPWM
452
Windward Private Wealth Management
Kansas
$1.15M -$30.6K -208 -3%
PFS
453
Prospera Financial Services
Texas
$1.14M +$167K +1,137 +17%
RJT
454
Raymond James Trust
Florida
$1.14M -$47K -319 -4%
OWA
455
Outlook Wealth Advisors
Texas
$1.13M -$115K -778 -9%
BJL
456
Brighton Jones LLC
Washington
$1.13M +$12.1K +82 +1%
EIA
457
Eldridge Investment Advisors
New Hampshire
$1.12M +$16.5K +112 +2%
OPS
458
Orion Portfolio Solutions
Nebraska
$1.11M
BFPW
459
BOK Financial Private Wealth
Colorado
$1.11M -$109K -743 -9%
WIA
460
World Investment Advisors
California
$1.11M -$107K -724 -9%
PMAS
461
PNC Managed Account Solutions
Texas
$1.1M +$1.1M +7,478 New
CC
462
Cadinha & Co
Hawaii
$1.1M
RIA
463
Realta Investment Advisors
Delaware
$1.1M +$58.5K +397 +6%
SDWMA
464
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M
KOMWMG
465
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.09M +$3.54K +24 +0.3%
CL
466
Choreo LLC
Illinois
$1.09M -$20.5K -139 -2%
9WM
467
9258 Wealth Management
Ohio
$1.07M
CPSC
468
Carl P. Sherr & Co
Massachusetts
$1.07M -$65.1K -442 -6%
Qube Research & Technologies (QRT)
469
Qube Research & Technologies (QRT)
United Kingdom
$1.07M +$1.07M +7,255 New
EK
470
Evensky & Katz
Florida
$1.06M -$56.9K -386 -5%
BFA
471
Beacon Financial Advisory
Ohio
$1.05M +$341K +2,317 +48%
HA
472
Harborview Advisors
Maine
$1.04M -$27.5K -187 -3%
EFS
473
Essex Financial Services
Connecticut
$1.04M
TGAM
474
TBH Global Asset Management
Tennessee
$1.03M -$108K -736 -10%
DCM
475
Dimension Capital Management
Florida
$1.03M -$816K -5,542 -44%