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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIS
476
Harvest Investment Services
Illinois
$655K +$627K +5,036 New
TFO
477
Tarbox Family Office
California
$654K – – –
TIM
478
Total Investment Management
Arizona
$651K +$118K +947 +23%
GSWM
479
Golden State Wealth Management
California
$651K +$523K +4,203 +523%
MLICM
480
Metropolitan Life Insurance Company (MetLife)
New York
$650K -$523K -4,200 -46%
OPA
481
Old Port Advisors
Maine
$649K +$1.87K +15 +0.3%
RIA
482
Regal Investment Advisors
Michigan
$647K -$2.12K -17 -0.3%
VC
483
Veracity Capital
Georgia
$638K +$611K +4,907 New
PMAM
484
Picton Mahoney Asset Management
Ontario, Canada
$637K -$87.1K -700 -13%
CCP
485
Corient Capital Partners
California
$637K – – –
CAPTRUST Financial Advisors
486
CAPTRUST Financial Advisors
North Carolina
$635K +$249 +2 +0%
PA
487
Prism Advisors
California
$633K – – –
SDWMA
488
Schneider Downs Wealth Management Advisors
Pennsylvania
$629K – – –
VFA
489
Valeo Financial Advisors
Indiana
$618K -$28K -225 -5%
AAP
490
Arax Advisory Partners
Colorado
$617K -$31.1K -250 -5%
SCA
491
Snowden Capital Advisors
New York
$611K +$12.6K +101 +2%
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$606K -$31.1K -250 -5%
SC
493
Slow Capital
California
$606K +$580K +4,660 New
DADC
494
D.A. Davidson & Co
Montana
$605K +$11.3K +91 +2%
WWM
495
Windsor Wealth Management
Indiana
$602K -$2.46M -19,774 -81%
FHA
496
Flagship Harbor Advisors
Massachusetts
$599K -$53K -426 -8%
CWAF
497
Core Wealth Advisors (Florida)
Florida
$595K +$569K +4,570 New
CAI
498
Capital Advisors Inc
Oklahoma
$593K -$7.71K -62 -1%
ZCA
499
Zeke Capital Advisors
Pennsylvania
$587K – – –
S
500
SignatureFD
Georgia
$587K +$219K +1,758 +64%