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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
501
Stokes Family Office
Louisiana
$1.31M -$260K -1,718 -17%
SEM
502
Strategic Equity Management
Arizona
$1.31M -$41.7K -276 -3%
CCFM
503
Clear Creek Financial Management
Washington
$1.3M -$11.7M -77,396 -90%
BBHC
504
Brown Brothers Harriman & Co
New York
$1.3M +$706K +4,669 +120%
DW
505
Domani Wealth
Pennsylvania
$1.29M
KIG
506
Kennedy Investment Group
New Jersey
$1.29M -$41.7K -276 -3%
BWM
507
BigSur Wealth Management
Florida
$1.29M
LBC
508
Lowe Brockenbrough & Co
Virginia
$1.26M
CIBC World Market
509
CIBC World Market
Ontario, Canada
$1.24M -$97.8K -647 -7%
AWA
510
Alta Wealth Advisors
Massachusetts
$1.24M +$207K +1,370 +20%
MBT
511
Montecito Bank & Trust
California
$1.24M +$24.2K +160 +2%
EIA
512
Eldridge Investment Advisors
New Hampshire
$1.24M +$7.56K +50 +0.6%
LC
513
LTG Capital
Massachusetts
$1.23M -$9.82K -65 -0.8%
WPC
514
White Pine Capital
Minnesota
$1.23M -$7.56K -50 -0.6%
MUAMU
515
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.21M +$1.21M +8,000 New
CD
516
Chapin Davis
Maryland
$1.21M +$133K +882 +12%
SAM
517
Silvercrest Asset Management
New York
$1.2M -$165K -1,090 -12%
CWM
518
Connecticut Wealth Management
Connecticut
$1.2M +$133K +880 +13%
CIR
519
Clear Investment Research
Georgia
$1.19M -$25.1K -166 -2%
TC
520
Trilogy Capital
California
$1.19M -$66K -437 -5%
HH
521
Hilltop Holdings
Texas
$1.18M -$26K -172 -2%
SF
522
Summit Financial
New Jersey
$1.18M +$40.6K +269 +4%
SCA
523
Snowden Capital Advisors
New York
$1.18M +$497K +3,289 +74%
PWLP
524
Prio Wealth Limited Partnership
Massachusetts
$1.17M -$450K -2,975 -28%
PA
525
Pinnacle Associates
New York
$1.17M +$59.1K +391 +5%