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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
551
MBA Advisors
Pennsylvania
$1.92M – – –
DBIA
552
Dumont & Blake Investment Advisors
New Jersey
$1.92M +$18.1K +102 +1%
TFF
553
The Family Firm
Maryland
$1.92M -$38.6K -217 -2%
AFS
554
AFG Fiduciary Services
Massachusetts
$1.91M -$365K -2,056 -17%
CC
555
Copperleaf Capital
North Carolina
$1.91M +$1.82M +10,214 New
VCP
556
Verus Capital Partners
Arizona
$1.9M +$1.81M +10,183 New
MCC
557
Money Concepts Capital
Florida
$1.89M -$600K -3,376 -25%
AWA
558
Alta Wealth Advisors
Massachusetts
$1.89M +$1.6K +9 +0.1%
KBFS
559
Kohmann Bosshard Financial Services
Ohio
$1.89M – – –
ONB
560
Old National Bancorp
Indiana
$1.88M -$17.8K -100 -1%
IA
561
IFG Advisory
Georgia
$1.88M +$1.79M +10,060 New
OC
562
Oppenheimer & Co
New York
$1.88M +$30.4K +171 +2%
Koshinski Asset Management
563
Koshinski Asset Management
Illinois
$1.87M +$1.03M +5,768 +136%
NFP
564
NorthLanding Financial Partners
New York
$1.86M -$55.8K -314 -3%
CWM
565
Cahaba Wealth Management
Georgia
$1.86M -$21.3K -120 -1%
EFS
566
Essex Financial Services
Connecticut
$1.86M +$69.7K +392 +4%
PCMU
567
Paragon Capital Management (Utah)
Utah
$1.85M -$714K -4,016 -29%
CAM
568
Concorde Asset Management
Michigan
$1.85M +$1.37M +7,701 +346%
ANTB
569
AMG National Trust Bank
Colorado
$1.85M +$201K +1,129 +13%
CIBC World Market
570
CIBC World Market
Ontario, Canada
$1.82M -$340K -1,914 -16%
TP
571
Tranquility Partners
Tennessee
$1.81M +$32K +180 +2%
WPW
572
Waldron Private Wealth
Pennsylvania
$1.81M – – –
SWC
573
Spectrum Wealth Counsel
Indiana
$1.8M – – –
WC
574
Wexford Capital
Florida
$1.79M +$1.7M +9,580 New
BBHC
575
Brown Brothers Harriman & Co
New York
$1.78M +$462K +2,599 +37%