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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
476
Centaurus Financial
California
$436K +$132K +1,149 +44%
Calamos Advisors
477
Calamos Advisors
Illinois
$433K -$42.3K -369 -9%
SXL
478
Summit X LLC
Missouri
$433K +$23K +201 +6%
SWA
479
SFMG Wealth Advisors
Texas
$432K
UIA
480
UBP Investment Advisors
Switzerland
$431K -$91.7K -800 -18%
AB
481
Atlas Brown
Kentucky
$431K +$802 +7 +0.2%
WPC
482
White Pine Capital
Minnesota
$426K
PBO
483
Peoples Bank (Ohio)
Ohio
$425K -$47.2K -412 -10%
DBRC
484
D.B. Root & Company
Pennsylvania
$420K -$7.1K -62 -2%
WEC
485
Winslow Evans & Crocker
Massachusetts
$418K -$224K -1,956 -35%
RIS
486
Retirement Income Solutions
Michigan
$417K -$64K -559 -14%
BSB
487
Bangor Savings Bank
Maine
$415K
TFCP
488
Twin Focus Capital Partners
Massachusetts
$413K +$66.4K +580 +20%
GFP
489
Gryphon Financial Partners
Ohio
$410K
Truist Financial
490
Truist Financial
North Carolina
$408K -$113K -985 -22%
CCT
491
Country Club Trust
Missouri
$405K -$19.4K -169 -5%
FHA
492
First Horizon Advisors
Tennessee
$404K -$8.59K -75 -2%
TFS
493
TrustCore Financial Services
Tennessee
$402K +$285K +2,490 +260%
WP
494
WealthShield Partners
North Carolina
$400K -$32.3K -282 -8%
AP
495
Appleton Partners
Massachusetts
$400K +$394K +3,435 New
RC
496
RegentAtlantic Capital
New Jersey
$398K
WTB
497
Washington Trust Bank
Washington
$397K
BFPW
498
BOK Financial Private Wealth
Colorado
$396K
RMCM
499
Reynders McVeigh Capital Management
Massachusetts
$396K
CCMD
500
Cypress Capital Management (Delaware)
Delaware
$394K +$98.6K +861 +34%