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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
526
Golden State Equity Partners
California
$1.53M +$286K +1,779 +25%
ANTB
527
AMG National Trust Bank
Colorado
$1.52M -$42.6K -265 -3%
BP
528
Ballentine Partners
Massachusetts
$1.52M – – –
CCM
529
Canal Capital Management
Virginia
$1.51M +$1.4M +8,692 New
CB
530
Commerce Bank
Missouri
$1.51M -$39.2K -244 -3%
BFG
531
Bleakley Financial Group
New Jersey
$1.5M -$13.5K -84 -1%
SS
532
Simplicity Solutions
Minnesota
$1.5M -$13.5K -84 -1%
FFM
533
Forum Financial Management
Illinois
$1.49M -$39.1K -243 -3%
HWM
534
HighMark Wealth Management
Minnesota
$1.49M +$34.1K +212 +3%
CGA
535
Crescent Grove Advisors
Illinois
$1.49M -$18.2K -113 -1%
BWM
536
BigSur Wealth Management
Florida
$1.48M – – –
ACM
537
Advisors Capital Management
New Jersey
$1.46M +$527K +3,280 +64%
SFPG
538
Stonebridge Financial Planning Group
Florida
$1.46M -$23.9K -149 -2%
FWM
539
Fonville Wealth Management
Virginia
$1.45M +$1.34M +8,367 New
FMII
540
Farmers & Merchants Investments Inc
Nebraska
$1.45M -$19.8K -123 -1%
BIG
541
Bush Investment Group
Georgia
$1.45M +$1.33M +8,266 New
MCM
542
Magnolia Capital Management
New York
$1.45M +$1.34M +8,320 New
AFAS
543
Acorn Financial Advisory Services
Virginia
$1.44M -$94.3K -587 -7%
WPC
544
White Pine Capital
Minnesota
$1.43M -$36.2K -225 -3%
EIA
545
Eldridge Investment Advisors
New Hampshire
$1.42M – – –
TCWA
546
Turtle Creek Wealth Advisors
Texas
$1.42M +$1.31M +8,162 New
WFA
547
Woodward Financial Advisors
North Carolina
$1.42M – – –
Citadel Advisors
548
Citadel Advisors
Florida
$1.42M -$7.28M -45,313 -85%
BCA
549
Bay Colony Advisors
Massachusetts
$1.41M +$39.9K +248 +3%
CD
550
Chapin Davis
Maryland
$1.4M +$161 +1 +0%