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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
501
Stegner Investment Associates
Kentucky
$3.43M -$9.96K -46 -0.3%
Principal Financial Group
502
Principal Financial Group
Iowa
$3.43M -$1.2M -5,542 -25%
SWP
503
SIMA Wealth Partners
Virginia
$3.42M -$71.7K -331 -2%
CBU
504
CIBC Bancorp USA
Illinois
$3.42M +$3.5M +16,177 New
FCBT
505
First Citizens Bank & Trust
North Carolina
$3.41M -$1.26M -5,811 -26%
HBW
506
Hazlett, Burt & Watson
West Virginia
$3.4M +$1.25M +5,778 +56%
XT
507
XTX Topco
Cayman Islands
$3.39M -$1.66M -7,654 -32%
SAM
508
Sequent Asset Management
Texas
$3.38M +$837K +3,866 +32%
JMA
509
J.M. Arbour
Maine
$3.37M -$408K -1,883 -11%
MT
510
Midwest Trust
Kansas
$3.36M +$16.9K +78 +0.5%
CAM
511
Capital Asset Management
Colorado
$3.35M -$313K -1,444 -8%
PE
512
PCM Encore
Colorado
$3.34M -$206K -950 -6%
CWM
513
Curtis Wealth Management
Nevada
$3.34M -$210K -969 -6%
MHS
514
M Holdings Securities
Oregon
$3.31M +$257K +1,189 +9%
FWA
515
FORM Wealth Advisors
Wisconsin
$3.29M -$69.7K -322 -2%
IFG
516
Independent Financial Group
California
$3.28M -$89K -411 -3%
TRIA
517
Trail Ridge Investment Advisors
Colorado
$3.28M +$58K +268 +2%
CCFM
518
Clear Creek Financial Management
Washington
$3.26M +$575K +2,657 +21%
NWM
519
Nolet Wealth Management
Texas
$3.26M – – –
DADC
520
D.A. Davidson & Co
Montana
$3.24M -$134K -620 -4%
SIAS
521
Summit Investment Advisory Services
Minnesota
$3.22M -$87.5K -404 -3%
PAA
522
Peregrine Asset Advisers
Oregon
$3.21M -$23.8K -110 -0.7%
SHA
523
Seneca House Advisors
Virginia
$3.21M -$19.9K -92 -0.6%
GC
524
Garde Capital
Washington
$3.18M – – –
BFS
525
BridgePort Financial Solutions
Iowa
$3.13M -$692K -3,197 -18%