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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
451
Southern Capital Advisors
Tennessee
$1.59M +$17.4K +122 +1%
RBC
452
Roble Belko & Company
Pennsylvania
$1.59M
RFA
453
Resurgent Financial Advisors
Georgia
$1.58M -$4.57K -32 -0.3%
GWM
454
GSB Wealth Management
Connecticut
$1.57M +$119K +834 +8%
BCA
455
Bay Colony Advisors
Massachusetts
$1.57M +$48K +336 +3%
MWM
456
Mattern Wealth Management
Kansas
$1.56M -$12K -84 -0.8%
MWM
457
Marietta Wealth Management
Georgia
$1.56M +$7.85K +55 +0.5%
PWLP
458
Prio Wealth Limited Partnership
Massachusetts
$1.55M -$89.2K -625 -6%
SIA
459
Sage Investment Advisers
New York
$1.55M -$70K -490 -4%
TFGT
460
TS Financial Group (TSFG)
Illinois
$1.55M +$1.28M +8,953 +515%
TWM
461
TMD Wealth Management
Arizona
$1.54M +$1.51M +10,597 New
TPWA
462
TRUE Private Wealth Advisors
Oregon
$1.53M -$3.14K -22 -0.2%
GT
463
Glenview Trust
Kentucky
$1.5M +$26.8K +188 +2%
SFO
464
Stokes Family Office
Louisiana
$1.5M +$313K +2,191 +27%
TFF
465
The Family Firm
Maryland
$1.5M +$18.7K +131 +1%
HCC
466
Hirtle Callaghan & Co
Pennsylvania
$1.48M +$115K +807 +9%
PIMG
467
Patriot Investment Management Group
Tennessee
$1.48M -$42.8K -300 -3%
KBFS
468
Kohmann Bosshard Financial Services
Ohio
$1.47M
WP
469
WealthShield Partners
North Carolina
$1.46M +$26.3K +184 +2%
RJT
470
Raymond James Trust
Florida
$1.46M -$86.8K -608 -6%
PA
471
Procyon Advisors
Connecticut
$1.43M -$158K -1,104 -10%
DBIA
472
Dumont & Blake Investment Advisors
New Jersey
$1.43M -$9.71K -68 -0.7%
TP
473
Tranquility Partners
Tennessee
$1.42M +$297K +2,079 +27%
Prudential Financial
474
Prudential Financial
New Jersey
$1.41M -$79.2K -555 -5%
EFS
475
Essex Financial Services
Connecticut
$1.4M -$7.14K -50 -0.5%