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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
526
Bush Investment Group
Georgia
$2.5M +$667K +3,449 +36%
BOH
527
Bank of Hawaii
Hawaii
$2.49M -$149K -771 -6%
NFG
528
Nations Financial Group
Iowa
$2.48M -$91.3K -472 -4%
JIC
529
Johnson Investment Counsel
Ohio
$2.44M +$32.7K +169 +1%
SF
530
SWP Financial
California
$2.44M +$2.13K +11 +0.1%
BJL
531
Brighton Jones LLC
Washington
$2.42M -$256K -1,324 -9%
IAN
532
Integrated Advisors Network
Texas
$2.41M +$2.09M +10,783 +585%
OA
533
Operose Advisors
Wisconsin
$2.4M – – –
CWM
534
Centurion Wealth Management
Virginia
$2.4M – – –
ARC
535
Advisor Resource Council
Texas
$2.38M +$2.42M +12,505 New
TFGT
536
TS Financial Group (TSFG)
Illinois
$2.38M +$387 +2 +0%
GWM
537
GSB Wealth Management
Connecticut
$2.37M -$25K -129 -1%
SIC
538
Sigma Investment Counselors
Michigan
$2.37M -$13.2K -68 -0.5%
SC
539
Scotia Capital
Ontario, Canada
$2.36M +$140K +724 +6%
BFS
540
BridgePort Financial Solutions
Iowa
$2.36M -$2.13K -11 -0.1%
CCA
541
Coign Capital Advisors
Utah
$2.34M +$188K +973 +9%
WCM
542
WealthBridge Capital Management
Ohio
$2.33M -$92.3K -477 -4%
LGW
543
Leslie Global Wealth
Illinois
$2.33M -$46.1K -238 -2%
BBHC
544
Brown Brothers Harriman & Co
New York
$2.31M -$163K -840 -6%
SWA
545
Strategies Wealth Advisors
Michigan
$2.3M -$4.84K -25 -0.2%
GLLW
546
Graves Light Lenhart Wealth
Virginia
$2.3M – – –
WFA
547
Wellspring Financial Advisors
Ohio
$2.29M -$50.9K -263 -2%
GPWA
548
Great Point Wealth Advisors
Massachusetts
$2.29M – – –
MPW
549
MA Private Wealth
California
$2.28M +$3.48K +18 +0.2%
DAS
550
Diversify Advisory Services
Utah
$2.26M +$207K +1,070 +10%