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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
651
Transcend Capital Advisors
New Jersey
$2.09M -$431K -1,928 -17%
KBFS
652
Kohmann Bosshard Financial Services
Ohio
$2.09M – – –
RIS
653
Retirement Income Solutions
Michigan
$2.09M – – –
BFA
654
Beacon Financial Advisory
Ohio
$2.08M -$130K -580 -6%
VW
655
Vantus Wealth
Pennsylvania
$2.08M +$2.05M +9,173 New
EFS
656
Essex Financial Services
Connecticut
$2.08M -$75.3K -337 -4%
SFG
657
Sovereign Financial Group
Connecticut
$2.08M -$547K -2,449 -21%
GAM
658
Gotham Asset Management
New York
$2.06M – – –
PWAM
659
Private Wealth Asset Management
Iowa
$2.06M – – –
LTI
660
Laffer Tengler Investments
Tennessee
$2.05M – – –
TFA
661
Tobias Financial Advisors
Florida
$2.05M -$8.04K -36 -0.4%
FSAG
662
Financial Solutions Advisory Group
Illinois
$2.05M -$65.9K -295 -3%
UFA
663
Unify Financial Advisors
Florida
$2.05M -$676K -3,026 -25%
NCM
664
Neumann Capital Management
California
$2.05M -$44.7K -200 -2%
S
665
Sachetta
Massachusetts
$2.03M +$2.46K +11 +0.1%
BBHC
666
Brown Brothers Harriman & Co
New York
$2.03M – – –
CFS
667
CRA Financial Services
New Jersey
$2.03M +$31.3K +140 +2%
WA
668
WBH Advisory
Maryland
$2.01M -$223 -1 -0%
SG
669
StoneX Group
New York
$1.99M +$117K +525 +6%
Koshinski Asset Management
670
Koshinski Asset Management
Illinois
$1.99M -$83.8K -375 -4%
NS
671
Northland Securities
Minnesota
$1.98M +$271K +1,212 +16%
APP
672
Avantax Planning Partners
Iowa
$1.96M +$45.1K +202 +2%
KA
673
Kovack Advisors
Florida
$1.96M +$361K +1,616 +23%
FF
674
Finley Financial
Nevada
$1.96M -$44.7K -200 -2%
DC
675
Davenport & Co
Virginia
$1.96M -$255K -1,143 -12%