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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1026
Kelly Financial Services
Massachusetts
$29.3K +$19.7K +128 +213%
MIM
1027
Macroview Investment Management
Maryland
$28K
SSC
1028
Syverson Strege & Co
Iowa
$27K
AssetMark Inc
1029
AssetMark Inc
California
$27K +$26.3K +171 New
CFO
1030
CVA Family Office
Colorado
$26K
OC
1031
Oakworth Capital
Alabama
$26K
OSAM
1032
O'Shaughnessy Asset Management
Connecticut
$26K
TFP
1033
Tilia Fiduciary Partners
North Carolina
$23K
MAM
1034
Meeder Asset Management
Ohio
$21K +$20.6K +134 New
VNA
1035
Valley National Advisers
Pennsylvania
$19K
EWA
1036
EverSource Wealth Advisors
Alabama
$19K +$18.2K +118 New
BCMLT
1037
Beacon Capital Management LLC (Tennessee)
Tennessee
$18K +$18.9K +123 New
M1FG
1038
Mach-1 Financial Group
Arkansas
$17K
PO
1039
Private Ocean
California
$16K -$35.7K -232 -70%
GI
1040
Gradient Investments
Minnesota
$16K
RDIA
1041
RE Dickinson Investment Advisors
Iowa
$16K +$15.8K +103 New
HA
1042
Herold Advisors
New York
$15.6K +$15.4K +100 New
Nomura Asset Management
1043
Nomura Asset Management
Japan
$15.6K +$15.4K +100 New
BL
1044
Balentine LLC
Georgia
$15K
HWA
1045
HHM Wealth Advisors
Tennessee
$15K
HFM
1046
Hartford Financial Management
Connecticut
$15K +$14.5K +94 New
AWM
1047
Abound Wealth Management
Tennessee
$13.8K -$154 -1 -1%
HI
1048
Hudock Inc
Pennsylvania
$13K
BEI
1049
Benjamin Edwards Inc
Missouri
$13K +$6.46K +42 +105%
WWP
1050
WR Wealth Planners
Missouri
$12.2K +$12K +78 New