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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NS
1026
NBC Securities
Alabama
$423K +$102K +536 +33%
CCM
1027
Colorado Capital Management
Colorado
$421K – – –
SMA
1028
Sage Mountain Advisors
Georgia
$420K +$332K +1,747 +457%
Neuberger Berman Group
1029
Neuberger Berman Group
New York
$419K -$3.04K -16 -0.7%
PA
1030
Parkside Advisors
California
$418K – – –
EW
1031
Enzi Wealth
Texas
$417K – – –
HTC
1032
Haverford Trust Company
Pennsylvania
$416K – – –
PWA
1033
Peterson Wealth Advisors
Utah
$415K -$45.6K -240 -10%
LAS
1034
Lloyd Advisory Services
Georgia
$415K -$3.99K -21 -1%
LWM
1035
LongView Wealth Management
Georgia
$412K -$21.1K -111 -5%
ARC
1036
Advisor Resource Council
Texas
$410K +$395K +2,080 New
YCM
1037
Yousif Capital Management
Michigan
$410K -$18K -95 -4%
EW
1038
Element Wealth
Mississippi
$409K -$34K -179 -8%
KIA
1039
KCM Investment Advisors
California
$409K +$14.1K +74 +4%
Deutsche Bank
1040
Deutsche Bank
Germany
$408K – – –
MMM
1041
Mendel Money Management
Illinois
$405K – – –
SL
1042
Sentinus LLC
Illinois
$404K -$4.97M -26,167 -84%
VA
1043
Vident Advisory
Georgia
$403K -$190 -1 -0%
AGWCA
1044
Annis Gardner Whiting Capital Advisors
Florida
$401K – – –
BW
1045
BIP Wealth
Georgia
$401K +$190 +1 +0%
BONH
1046
Bank of New Hampshire
New Hampshire
$399K -$28.5K -150 -7%
FEM
1047
Fulcrum Equity Management
Texas
$399K -$24.7K -130 -6%
SWM
1048
Shakespeare Wealth Management
Wisconsin
$398K +$383K +2,018 New
Mirae Asset Global Investments
1049
Mirae Asset Global Investments
South Korea
$396K +$237K +1,248 +162%
WEG
1050
World Equity Group
Illinois
$396K +$105K +555 +38%