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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1126
L.J. Altfest & Co
New York
$540K +$670 +3 +0.1%
CFMC
1127
Curbstone Financial Management Corp
New Hampshire
$539K
USAA
1128
United Services Automobile Association
Texas
$539K +$361K +1,616 +213%
MIM
1129
Macroview Investment Management
Maryland
$537K +$33.1K +148 +7%
QC
1130
Quent Capital
New York
$537K -$36K -161 -6%
KA
1131
Klingman & Associates
New York
$537K -$101K -450 -16%
SMA
1132
Sage Mountain Advisors
Georgia
$536K
WTB
1133
Washington Trust Bank
Washington
$534K
4WM
1134
4J Wealth Management
Virginia
$532K -$21.2K -95 -4%
TSS
1135
Two Sigma Securities
New York
$531K -$50K -224 -9%
VWA
1136
VSM Wealth Advisory
Maryland
$530K +$893 +4 +0.2%
GKWIM
1137
Gerber Kawasaki Wealth & Investment Management
California
$530K +$20.8K +93 +4%
FNT
1138
First National Trust
Pennsylvania
$529K -$3.35K -15 -0.6%
RRWA
1139
Rainey & Randall Wealth Advisors
Florida
$529K +$1.79K +8 +0.3%
BBPWM
1140
Blue Bell Private Wealth Management
Pennsylvania
$528K -$55.8K -250 -10%
JAG
1141
Journey Advisory Group
Kentucky
$528K +$2.68K +12 +0.5%
Nuveen
1142
Nuveen
North Carolina
$526K +$517K +2,315 New
FWTB
1143
First Western Trust Bank
Colorado
$524K
SNB
1144
Security National Bank
Nebraska
$522K +$386K +1,728 +304%
GFM
1145
GEN Financial Management
Minnesota
$521K
CWM
1146
Cabot Wealth Management
Massachusetts
$520K
CFG
1147
Clayton Financial Group
Missouri
$518K
TGAM
1148
TBH Global Asset Management
Tennessee
$518K
SHF
1149
Stage Harbor Financial
Massachusetts
$517K -$41.1K -184 -7%
SP
1150
Sequent Planning
Nebraska
$516K +$37.8K +169 +8%