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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
851
Sabal Trust
Florida
$322K
RP
852
Riverwater Partners
Wisconsin
$321K +$337K +2,084 New
CCA
853
Conservest Capital Advisors
Pennsylvania
$320K
CTFG
854
Capstone Triton Financial Group
Oklahoma
$319K
TSWM
855
Tyler-Stone Wealth Management
Ohio
$318K
FF
856
Francis Financial
$318K -$34.9K -216 -9%
CI
857
Conning Inc
Connecticut
$317K -$2.25M -13,939 -87%
DWP
858
Daymark Wealth Partners
Ohio
$316K -$98.1K -607 -23%
IA
859
IFG Advisors
Missouri
$315K
NAS
860
Nicolet Advisory Services
Wisconsin
$315K
Neuberger Berman Group
861
Neuberger Berman Group
New York
$312K +$14.2K +88 +5%
GWM
862
GDS Wealth Management
Texas
$310K -$7.27K -45 -2%
HCM
863
HMS Capital Management
Tennessee
$310K
FLPIM
864
F.L. Putnam Investment Management
Massachusetts
$309K +$20.5K +127 +7%
HNWA
865
Henrickson Nauta Wealth Advisors
Michigan
$309K
VDI
866
Vaughan David Investments
Illinois
$309K -$1.62K -10 -0.5%
GWM
867
Gray Wealth Management
Maine
$308K
GIA
868
Goodwin Investment Advisory
Georgia
$308K
CFS
869
Commonwealth Financial Services
West Virginia
$305K +$321K +1,983 New
PSIWM
870
Paradigm Strategies in Wealth Management
Minnesota
$305K
MFA
871
Millington Financial Advisors
Illinois
$305K
IFA
872
Interactive Financial Advisors
Illinois
$304K -$5.98K -37 -2%
BFM
873
Boston Financial Management
Massachusetts
$303K -$32.3K -200 -9%
AWA
874
Acorn Wealth Advisors
Michigan
$302K
CAG
875
Curtis Advisory Group
California
$302K