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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1026
Sage Mountain Advisors
Georgia
$420K +$332K +1,747 +457%
Neuberger Berman Group
1027
Neuberger Berman Group
New York
$419K -$3.04K -16 -0.7%
PA
1028
Parkside Advisors
California
$418K
EW
1029
Enzi Wealth
Texas
$417K
HTC
1030
Haverford Trust Company
Pennsylvania
$416K
PWA
1031
Peterson Wealth Advisors
Utah
$415K -$45.6K -240 -10%
LAS
1032
Lloyd Advisory Services
Georgia
$415K -$3.99K -21 -1%
LWM
1033
LongView Wealth Management
Georgia
$412K -$21.1K -111 -5%
ARC
1034
Advisor Resource Council
Texas
$410K +$395K +2,080 New
YCM
1035
Yousif Capital Management
Michigan
$410K -$18K -95 -4%
EW
1036
Element Wealth
Mississippi
$409K -$34K -179 -8%
KIA
1037
KCM Investment Advisors
California
$409K +$14.1K +74 +4%
Deutsche Bank
1038
Deutsche Bank
Germany
$408K
MMM
1039
Mendel Money Management
Illinois
$405K
SL
1040
Sentinus LLC
Illinois
$404K -$4.97M -26,167 -84%
VA
1041
Vident Advisory
Georgia
$403K -$190 -1 -0%
AGWCA
1042
Annis Gardner Whiting Capital Advisors
Florida
$401K
BW
1043
BIP Wealth
Georgia
$401K +$190 +1 +0%
BONH
1044
Bank of New Hampshire
New Hampshire
$399K -$28.5K -150 -7%
FEM
1045
Fulcrum Equity Management
Texas
$399K -$24.7K -130 -6%
SWM
1046
Shakespeare Wealth Management
Wisconsin
$398K +$383K +2,018 New
Mirae Asset Global Investments
1047
Mirae Asset Global Investments
South Korea
$396K +$237K +1,248 +162%
WEG
1048
World Equity Group
Illinois
$396K +$105K +555 +38%
GWM
1049
Gray Wealth Management
Maine
$394K
MFA
1050
Millington Financial Advisors
Illinois
$394K -$950 -5 -0.2%