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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
676
Stratos Wealth Advisors
Ohio
$276K +$261K +2,154 New
AWA
677
Alta Wealth Advisors
Massachusetts
$276K +$261K +2,158 New
SS
678
Simplicity Solutions
Minnesota
$274K -$1.56M -12,885 -86%
DC
679
Davenport & Co
Virginia
$271K -$29.6K -245 -10%
PIMG
680
Patriot Investment Management Group
Tennessee
$270K -$947K -7,833 -79%
AC
681
Addison Capital
Pennsylvania
$270K – – –
VFA
682
Voya Financial Advisors
Connecticut
$268K -$101K -832 -28%
ST
683
Sabal Trust
Florida
$268K +$253K +2,092 New
KIA
684
KCM Investment Advisors
California
$266K – – –
LS
685
Leelyn Smith
Illinois
$264K – – –
SIC
686
Samalin Investment Counsel
New York
$262K +$17.1K +141 +7%
OPW
687
Oxler Private Wealth
New York
$262K +$248K +2,054 New
GM
688
Granger Management
New York
$261K +$247K +2,042 New
IFG
689
Independent Financial Group
California
$259K +$245K +2,026 New
ONB
690
Old National Bancorp
Indiana
$259K – – –
W
691
Wealthquest
Ohio
$258K -$50K -413 -17%
Fisher Asset Management
692
Fisher Asset Management
Washington
$258K +$244K +2,014 New
IFAM
693
Institutional & Family Asset Management
Colorado
$256K +$236K +1,950 +4,063%
BIM
694
Baldwin Investment Management
Pennsylvania
$256K +$242K +2,000 New
RRWA
695
Rainey & Randall Wealth Advisors
Florida
$255K +$2.9K +24 +1%
Wealth Enhancement Advisory Services
696
Wealth Enhancement Advisory Services
Minnesota
$253K +$2.9K +24 +1%
CAG
697
Curtis Advisory Group
California
$251K – – –
SFG
698
Sowa Financial Group
Rhode Island
$250K -$2.3K -19 -1%
BFA
699
Beacon Financial Advisory
Ohio
$250K +$242 +2 +0.1%
FDS
700
Freedom Day Solutions
Texas
$249K -$13.3K -110 -5%