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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1076
Rain Capital Management
Oregon
$35.7K +$154 +1 +0.5%
Kayne Anderson Rudnick Investment Management
1077
Kayne Anderson Rudnick Investment Management
California
$34.7K
FWM
1078
Focused Wealth Management
New York
$34.3K
CTWM
1079
Cherry Tree Wealth Management
Minnesota
$34.2K +$32.6K +212 New
IBOK
1080
Independence Bank of Kentucky
Kentucky
$34.2K
BLC
1081
Brown, Lisle/Cummings
Rhode Island
$34K
RFA
1082
Register Financial Advisors
Georgia
$33.7K
NIC
1083
Northwest Investment Counselors
Oregon
$33.2K
DSC
1084
Duncker Streett & Co
Missouri
$32.2K
TF
1085
TimeScale Financial
Massachusetts
$32.2K
WT
1086
Washington Trust
Rhode Island
$28.2K -$7.69K -50 -22%
CFO
1087
Colony Family Offices
North Carolina
$28.2K -$3.54K -23 -12%
LWP
1088
Lumature Wealth Partners
Georgia
$25.1K -$16.8K -109 -41%
SAM
1089
Securian Asset Management
Minnesota
$24.2K +$23.1K +150 New
LWA
1090
Lowe Wealth Advisors
Maryland
$23.4K
SF
1091
Safeguard Financial
Wisconsin
$23K +$22.2K +144 New
HT
1092
Headlands Technologies
Illinois
$22.2K +$21.2K +138 New
CTA
1093
Colonial Trust Advisors
South Carolina
$21.3K
POIA
1094
Pin Oak Investment Advisors
Texas
$20K
VCM
1095
Versant Capital Management
Arizona
$19.8K
BCMLT
1096
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K -$5.08K -33 -22%
RTL
1097
Red Tortoise LLC
Georgia
$17.7K
BGIM
1098
Brandywine Global Investment Management
Pennsylvania
$17.7K +$11.8K +77 +233%
RI
1099
Ridgewood Investments
New Jersey
$17.6K
FA
1100
Faithward Advisors
Pennsylvania
$17K -$270K -1,757 -94%