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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
676
Alta Wealth Advisors
Massachusetts
$276K +$261K +2,158 New
SS
677
Simplicity Solutions
Minnesota
$274K -$1.56M -12,885 -86%
DC
678
Davenport & Co
Virginia
$271K -$29.6K -245 -10%
PIMG
679
Patriot Investment Management Group
Tennessee
$270K -$947K -7,833 -79%
AC
680
Addison Capital
Pennsylvania
$270K
VFA
681
Voya Financial Advisors
Connecticut
$268K -$101K -832 -28%
ST
682
Sabal Trust
Florida
$268K +$253K +2,092 New
KIA
683
KCM Investment Advisors
California
$266K
LS
684
Leelyn Smith
Illinois
$264K
SIC
685
Samalin Investment Counsel
New York
$262K +$17.1K +141 +7%
OPW
686
Oxler Private Wealth
New York
$262K +$248K +2,054 New
GM
687
Granger Management
New York
$261K +$247K +2,042 New
IFG
688
Independent Financial Group
California
$259K +$245K +2,026 New
ONB
689
Old National Bancorp
Indiana
$259K
W
690
Wealthquest
Ohio
$258K -$50K -413 -17%
Fisher Asset Management
691
Fisher Asset Management
Washington
$258K +$244K +2,014 New
IFAM
692
Institutional & Family Asset Management
Colorado
$256K +$236K +1,950 +4,063%
BIM
693
Baldwin Investment Management
Pennsylvania
$256K +$242K +2,000 New
RRWA
694
Rainey & Randall Wealth Advisors
Florida
$255K +$2.9K +24 +1%
Wealth Enhancement Advisory Services
695
Wealth Enhancement Advisory Services
Minnesota
$253K +$2.9K +24 +1%
CAG
696
Curtis Advisory Group
California
$251K
SFG
697
Sowa Financial Group
Rhode Island
$250K -$2.3K -19 -1%
BFA
698
Beacon Financial Advisory
Ohio
$250K +$242 +2 +0.1%
FDS
699
Freedom Day Solutions
Texas
$249K -$13.3K -110 -5%
AWA
700
Arkadios Wealth Advisors
Georgia
$248K +$161K +1,335 +221%