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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
176
Johanson Financial Advisors
California
$4.55M -$147K -1,381 -3%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$4.55M +$2.33K +22 +0.1%
LIA
178
LS Investment Advisors
Michigan
$4.53M -$21.8M -205,340 -83%
CA
179
Centerpoint Advisors
Massachusetts
$4.49M -$3.15M -29,653 -42%
LIA
180
LBMC Investment Advisors
Tennessee
$4.47M +$18.5K +174 +0.4%
ST
181
Smithfield Trust
Pennsylvania
$4.37M -$191K -1,797 -4%
TIM
182
Tortoise Investment Management
New York
$4.3M -$529K -4,990 -11%
BOTW
183
Bank of the West
California
$4.27M -$1.79M -16,869 -30%
GPA
184
Guidance Point Advisors
Massachusetts
$4.24M +$234K +2,209 +6%
UAS
185
United Asset Strategies
New York
$4.22M -$342K -3,219 -8%
CA
186
Clearstead Advisors
Ohio
$4.17M -$112K -1,055 -3%
SMG
187
Spectrum Management Group
Indiana
$4.13M -$479K -4,515 -11%
FWP
188
FAS Wealth Partners
Kansas
$4.12M +$235K +2,215 +6%
NA
189
Nottingham Advisors
New York
$4.08M -$85.8K -809 -2%
CA
190
Cetera Advisors
Colorado
$4.07M +$784K +7,387 +24%
IF
191
Ironwood Financial
Arizona
$4.05M +$3.61M +34,016 +1,001%
AWM
192
Avior Wealth Management
Nebraska
$4.04M -$53.4K -503 -1%
GWM
193
Geneos Wealth Management
Colorado
$4.02M -$64.7K -610 -2%
SNT
194
Security National Trust
West Virginia
$3.98M +$193K +1,823 +5%
Bank of New York Mellon
195
Bank of New York Mellon
New York
$3.98M -$2.87M -27,094 -42%
KPWG
196
KFA Private Wealth Group
Virginia
$3.95M +$454K +4,283 +13%
SG Americas Securities
197
SG Americas Securities
New York
$3.94M
5L
198
55I LLC
Massachusetts
$3.82M +$3.75M +35,316 New
SAM
199
Securian Asset Management
Minnesota
$3.75M +$21.2K +200 +0.6%
GG
200
GenWealth Group
New Jersey
$3.66M -$32.6K -307 -0.9%