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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
751
Professional Financial Advisors
Nebraska
$1.03M +$42.2K +222 +4%
EPM
752
Elm Partners Management
Pennsylvania
$1.03M – – –
TSS
753
Two Sigma Securities
New York
$1.03M +$988K +5,203 New
GSEP
754
Golden State Equity Partners
California
$1.02M -$534K -2,811 -35%
JSL
755
JT Stratford LLC
Georgia
$1.02M +$520K +2,736 +112%
NB
756
NBT Bank
New York
$1.02M +$28.5K +150 +3%
ACIM
757
Azimuth Capital Investment Management
Michigan
$1.02M +$5.32K +28 +0.5%
JIC
758
Joel Isaacson & Co
New York
$1.01M +$5.89K +31 +0.6%
EB
759
Eastern Bank
Massachusetts
$1.01M +$975K +5,132 New
NEPWA
760
New England Private Wealth Advisors
Massachusetts
$1.01M +$2.28K +12 +0.2%
JFG
761
JMG Financial Group
Illinois
$995K +$107K +565 +13%
Qube Research & Technologies (QRT)
762
Qube Research & Technologies (QRT)
United Kingdom
$988K +$304K +1,603 +47%
MCM
763
MidAtlantic Capital Management
Virginia
$987K – – –
NFW
764
Noble Family Wealth
Florida
$986K – – –
BIA
765
Benchmark Investment Advisors
Illinois
$984K -$5.7K -30 -0.6%
SWM
766
Sendero Wealth Management
Texas
$981K – – –
VVP
767
Venture Visionary Partners
Ohio
$977K +$66.1K +348 +8%
KWM
768
Kingsview Wealth Management
Oregon
$972K +$192K +1,009 +26%
FA
769
Fiduciary Alliance
South Carolina
$972K +$22.6K +119 +2%
EAMA
770
EFG Asset Management (Americas)
Florida
$969K +$348K +1,834 +60%
KWMG
771
King Wealth Management Group
Florida
$966K -$239K -1,258 -20%
ACM
772
Absolute Capital Management
Pennsylvania
$965K +$1.71K +9 +0.2%
HSBC Holdings
773
HSBC Holdings
United Kingdom
$957K -$142K -750 -13%
MOS
774
MGO One Seven
Ohio
$949K -$9.69K -51 -1%
RFA
775
Resurgent Financial Advisors
Georgia
$948K +$24.3K +128 +3%