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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
601
U.S. Capital Wealth Advisors
Texas
$2.39M +$1.22M +5,844 +108%
RBC
602
Roble Belko & Company
Pennsylvania
$2.38M
SAM
603
Smartleaf Asset Management
Massachusetts
$2.37M +$87.2K +416 +4%
YWM
604
Yukon Wealth Management
Kansas
$2.36M +$268K +1,278 +14%
BBHC
605
Brown Brothers Harriman & Co
New York
$2.35M
Bessemer Group
606
Bessemer Group
New Jersey
$2.32M +$324K +1,547 +16%
CAG
607
Crestwood Advisors Group
Massachusetts
$2.31M +$17.2K +82 +0.8%
G
608
GenTrust
Florida
$2.31M
SDWMA
609
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.31M
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$2.3M +$464K +2,216 +26%
Fisher Asset Management
611
Fisher Asset Management
Washington
$2.3M +$293K +1,400 +15%
CFG
612
Cassilly Financial Group
Maryland
$2.29M +$2.27M +10,816 New
TWCA
613
Two West Capital Advisors
Kansas
$2.29M +$789K +3,764 +53%
TIM
614
Total Investment Management
Arizona
$2.29M -$29.1K -139 -1%
Point72 Asset Management
615
Point72 Asset Management
Connecticut
$2.29M +$2.26M +10,798 New
MB
616
MidFirst Bank
Oklahoma
$2.28M +$2.25M +10,757 New
MWM
617
Marietta Wealth Management
Georgia
$2.28M -$21K -100 -0.9%
HP
618
Holistic Planning
Texas
$2.27M +$74.4K +355 +3%
UAG
619
United Advisor Group
Ohio
$2.25M +$98.9K +472 +5%
HH
620
Hilltop Holdings
Texas
$2.24M +$137K +653 +7%
DBIA
621
Dumont & Blake Investment Advisors
New Jersey
$2.24M -$46.1K -220 -2%
ACA
622
Aptus Capital Advisors
Alabama
$2.23M +$45.9K +219 +2%
SIC
623
Sterling Investment Counsel
New York
$2.22M +$838 +4 +0%
FFO
624
Fortitude Family Office
Arizona
$2.21M +$20.7K +99 +1%
WT
625
Whittier Trust
California
$2.2M