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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
451
Calamos Advisors
Illinois
$3.44M +$108K +546 +3%
AC
452
Anson Capital
Georgia
$3.43M -$99.6K -502 -3%
SCTC
453
Sanibel Captiva Trust Company
Florida
$3.42M -$302K -1,525 -8%
PWM
454
Pines Wealth Management
North Carolina
$3.39M +$3.57M +18,018 New
DADC
455
D.A. Davidson & Co
Montana
$3.38M -$3.57K -18 -0.1%
SWP
456
SIMA Wealth Partners
Virginia
$3.37M -$28.8K -145 -0.8%
Tudor Investment Corp
457
Tudor Investment Corp
Connecticut
$3.36M -$4.99M -25,155 -59%
IAG
458
Investment Advisory Group
Massachusetts
$3.36M +$413K +2,084 +13%
TIAA Trust, National Association
459
TIAA Trust, National Association
North Carolina
$3.36M +$42.8K +216 +1%
SFWA
460
Summit Financial Wealth Advisors
Louisiana
$3.34M -$39.1K -197 -1%
SIAS
461
Summit Investment Advisory Services
Minnesota
$3.32M -$75.2K -379 -2%
EWM
462
Evercore Wealth Management
New York
$3.31M +$558K +2,812 +19%
MFC
463
Morris Financial Concepts
South Carolina
$3.31M -$24K -121 -0.7%
VFA
464
Valeo Financial Advisors
Indiana
$3.29M +$23.8K +120 +0.7%
SIA
465
Stegner Investment Associates
Kentucky
$3.27M -$19.6K -99 -0.6%
IFG
466
Independent Financial Group
California
$3.24M +$38.9K +196 +1%
BIM
467
Bridges Investment Management
Nebraska
$3.21M – – –
SIA
468
Schechter Investment Advisors
Michigan
$3.2M – – –
PFA
469
Pinnacle Family Advisors
Missouri
$3.19M -$97.8K -493 -3%
MCA
470
MSH Capital Advisors
Arizona
$3.18M +$207K +1,046 +7%
PAS
471
PKS Advisory Services
New York
$3.17M +$3.3M +16,618 New
SVWG
472
Shared Vision Wealth Group
United States
$3.16M +$78.5K +396 +2%
OFG
473
Oxford Financial Group
Indiana
$3.15M +$207K +1,042 +7%
SAM
474
Sequent Asset Management
Texas
$3.15M -$3.17K -16 -0.1%
HPM
475
Hoxton Planning & Management
West Virginia
$3.14M -$72K -363 -2%