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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MBI
476
May Barnhard Investments
Maryland
$2.68M -$67.4K -379 -3%
MWM
477
Mosley Wealth Management
California
$2.65M +$1.1M +6,204 +78%
Principal Financial Group
478
Principal Financial Group
Iowa
$2.65M -$37.1K -209 -1%
JIC
479
Johnson Investment Counsel
Ohio
$2.62M +$641K +3,604 +35%
RIS
480
Retirement Income Solutions
Michigan
$2.62M -$8.18K -46 -0.3%
BOH
481
Bank of Hawaii
Hawaii
$2.6M -$144K -808 -5%
PPWM
482
Perissos Private Wealth Management
Oklahoma
$2.57M +$2.45M +13,777 New
TWM
483
Tolleson Wealth Management
Texas
$2.57M – – –
MWM
484
Mission Wealth Management
California
$2.56M +$673K +3,786 +38%
BJL
485
Brighton Jones LLC
Washington
$2.56M +$72.9K +410 +3%
SCG
486
Sonata Capital Group
Washington
$2.56M +$16K +90 +0.7%
FPAS
487
Focus Partners Advisor Solutions
Missouri
$2.55M +$1.61M +9,079 +198%
PAIM
488
Punch & Associates Investment Management
Minnesota
$2.54M -$5.19M -29,192 -68%
SIS
489
Sound Income Strategies
Florida
$2.53M +$2.37M +13,354 +6,677%
ZIMP
490
Zimmermann Investment Management & Planning
Pennsylvania
$2.52M +$1.32M +7,419 +123%
PCIG
491
Partners Capital Investment Group
Massachusetts
$2.51M -$2.37M -13,330 -50%
Susquehanna International Group
492
Susquehanna International Group
Pennsylvania
$2.5M -$24.4M -137,262 -91%
GCM
493
Gables Capital Management
Florida
$2.49M – – –
WCM
494
WealthBridge Capital Management
Ohio
$2.48M -$70.2K -395 -3%
LF
495
Lantz Financial
Illinois
$2.48M +$2.36M +13,292 New
BAM
496
Brave Asset Management
New Jersey
$2.47M -$119K -671 -5%
MCA
497
MSH Capital Advisors
Arizona
$2.47M -$279K -1,568 -11%
SPW
498
Sonoma Private Wealth
California
$2.42M -$569K -3,199 -20%
MAM
499
Milestone Asset Management
Pennsylvania
$2.42M +$2.3M +12,944 New
DAS
500
Diversify Advisory Services
Utah
$2.41M +$2.31M +13,006 New