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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
501
Bridges Investment Management
Nebraska
$1.05M – – –
OWA
502
Outlook Wealth Advisors
Texas
$1.04M -$47.6K -313 -4%
TIM
503
Total Investment Management
Arizona
$1.04M -$14K -92 -1%
CC
504
Chicago Capital
Illinois
$1.04M – – –
WWM
505
Windsor Wealth Management
Indiana
$1.03M +$9.12K +60 +0.9%
CDIA
506
Capital Directions Investment Advisors
Georgia
$1.03M -$6.08K -40 -0.6%
BJL
507
Brighton Jones LLC
Washington
$1.02M +$32.4K +213 +3%
SCM
508
SCS Capital Management
Massachusetts
$1.01M – – –
GAM
509
Gemmer Asset Management
California
$1.01M +$63.7K +419 +7%
PCI
510
Planning Center Inc
Illinois
$1.01M +$986K +6,486 New
LWCFA
511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.01M – – –
JAG
512
Journey Advisory Group
Kentucky
$1.01M -$56K -368 -5%
TIM
513
Thompson Investment Management
Wisconsin
$998K +$4.56K +30 +0.5%
QCG
514
Quadrant Capital Group
Ohio
$996K – – –
NCG
515
Newport Capital Group
New Jersey
$989K – – –
AFO
516
Allie Family Office
Florida
$989K +$960K +6,315 New
SWA
517
Strategies Wealth Advisors
Michigan
$988K +$959K +6,305 New
MSA
518
Marino Stram & Associates
Massachusetts
$986K – – –
FCI
519
Financial Counselors Inc
Kansas
$975K +$31.8K +209 +3%
SAM
520
Summit Asset Management
Tennessee
$970K -$24.3K -160 -3%
HR
521
Hardy Reed
Mississippi
$969K +$51.6K +339 +6%
AC
522
AWM Capital
Arizona
$966K +$1.37K +9 +0.1%
Qube Research & Technologies (QRT)
523
Qube Research & Technologies (QRT)
United Kingdom
$960K +$932K +6,132 New
LSA
524
L & S Advisors
California
$956K +$270K +1,777 +41%
GG
525
Gofen & Glossberg
Illinois
$955K – – –