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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
1076
Colonial Trust Advisors
South Carolina
$20K
POIA
1077
Pin Oak Investment Advisors
Texas
$19K -$15.1K -100 -44%
VCM
1078
Versant Capital Management
Arizona
$18.7K
RTL
1079
Red Tortoise LLC
Georgia
$16.7K
RI
1080
Ridgewood Investments
New Jersey
$16.5K +$16.5K +109 New
CMP
1081
Coston McIsaac & Partners
Maine
$16K
QPBE
1082
Quintet Private Bank (Europe)
Luxembourg
$15.2K +$15.1K +100 New
Nomura Asset Management
1083
Nomura Asset Management
Japan
$15.2K
PO
1084
Private Ocean
California
$15.2K
AWM
1085
Abound Wealth Management
Tennessee
$14.8K
BL
1086
Balentine LLC
Georgia
$14.4K
HFM
1087
Hartford Financial Management
Connecticut
$14.3K
EWA
1088
EverSource Wealth Advisors
Alabama
$13.2K -$4.38K -29 -25%
SWA
1089
Sutton Wealth Advisors
Florida
$12.4K
WWP
1090
WR Wealth Planners
Missouri
$12.1K
SIM
1091
Studio Investment Management
Illinois
$11.8K
KFS
1092
Kelly Financial Services
Massachusetts
$11.8K -$31.3K -207 -73%
ASBI
1093
American State Bank (Iowa)
Iowa
$11.7K
SC
1094
SouthState Corp
Florida
$11.7K
GI
1095
Gradient Investments
Minnesota
$11.4K
HS
1096
Horan Securities
United States
$11.3K +$7.71K +51 +213%
FRA
1097
Front Row Advisors
California
$11K
NC
1098
NewSquare Capital
Pennsylvania
$10.9K
TFA
1099
Toth Financial Advisory
Virginia
$10.8K
FMB
1100
Field & Main Bank
Kentucky
$9.26K