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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
451
Prudential Financial
New Jersey
$1.4M -$624K -4,230 -29%
TFF
452
The Family Firm
Maryland
$1.4M +$6.49K +44 +0.4%
CPIG
453
Chicago Partners Investment Group
Illinois
$1.4M +$268K +1,814 +23%
CAL
454
Capital Advisors Ltd
Ohio
$1.39M +$524K +3,548 +54%
PA
455
PSI Advisors
Florida
$1.37M -$66.6K -451 -4%
DBIA
456
Dumont & Blake Investment Advisors
New Jersey
$1.37M -$12.4K -84 -0.8%
BFPW
457
BOK Financial Private Wealth
Colorado
$1.36M +$355K +2,404 +32%
WP
458
WealthShield Partners
North Carolina
$1.36M -$20.5K -139 -1%
FFM
459
Forum Financial Management
Illinois
$1.36M -$28.6K -194 -2%
PIMG
460
Patriot Investment Management Group
Tennessee
$1.35M – – –
GWM
461
GSB Wealth Management
Connecticut
$1.35M +$106K +720 +8%
WPW
462
Waldron Private Wealth
Pennsylvania
$1.34M – – –
FCFC
463
First Commonwealth Financial Corp
Pennsylvania
$1.34M +$101K +686 +8%
ICG
464
InterOcean Capital Group
Tennessee
$1.33M +$1.15M +7,767 +405%
EWM
465
Endurance Wealth Management
Rhode Island
$1.33M +$6.35K +43 +0.4%
SAM
466
Silvercrest Asset Management
New York
$1.33M -$33.2K -225 -2%
SIC
467
Salem Investment Counselors
North Carolina
$1.32M -$431K -2,920 -23%
SIC
468
Sterling Investment Counsel
New York
$1.31M +$629K +4,263 +81%
OFG
469
Oxford Financial Group
Indiana
$1.31M -$5.02K -34 -0.4%
BWP
470
Bernardo Wealth Planning
Pennsylvania
$1.3M – – –
CIBC World Market
471
CIBC World Market
Ontario, Canada
$1.3M -$1.92K -13 -0.1%
SIA
472
Sage Investment Advisers
New York
$1.29M +$202K +1,366 +17%
LBC
473
Lowe Brockenbrough & Co
Virginia
$1.29M +$29.5K +200 +2%
SW
474
SVB Wealth
Massachusetts
$1.28M +$148 +1 +0%
GWA
475
GGM Wealth Advisors
Maryland
$1.27M – – –