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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
201
Pathway Financial Advisors
Vermont
$3.17M -$377K -3,164 -8%
SCIM
202
Spring Creek Investment Management
Pennsylvania
$3.13M
NNP
203
Nachman Norwood & Parrott
South Carolina
$3.11M +$48.9K +411 +1%
KPWG
204
KFA Private Wealth Group
Virginia
$3.1M +$3.83M +32,192 New
MSWMA
205
Market Street Wealth Management Advisors
Indiana
$3.08M +$1.9M +15,940 +99%
FCBT
206
First Citizens Bank & Trust
North Carolina
$3.07M +$2.98M +25,016 +362%
B
207
Bailard
California
$3.01M +$5.47K +46 +0.1%
HWA
208
Hilltop Wealth Advisors
North Carolina
$2.98M +$788K +6,625 +27%
RIG
209
Ramiah Investment Group
Wisconsin
$2.98M -$1.87M -15,733 -34%
CWM
210
Cahaba Wealth Management
Georgia
$2.98M -$1.98M -16,631 -35%
PA
211
Parallel Advisors
California
$2.96M -$255K -2,146 -7%
BPA
212
Beacon Pointe Advisors
California
$2.92M +$1.21M +10,145 +50%
PFPT
213
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.92M -$838K -7,040 -19%
CA
214
Cetera Advisors
Colorado
$2.91M +$54K +454 +2%
AF
215
Allworth Financial
California
$2.84M +$3.48M +29,214 +8,747%
AWM
216
AE Wealth Management
Kansas
$2.84M -$4.63M -38,937 -57%
IUHSA
217
Itau Unibanco Holding S.A.
Brazil
$2.84M
HCM
218
Hudson Capital Management
New Jersey
$2.83M -$23.3K -196 -0.7%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$2.8M +$691K +5,806 +25%
JHCP
220
Jackson Hole Capital Partners
Oklahoma
$2.77M +$990K +8,322 +41%
CS
221
Credit Suisse
Switzerland
$2.76M +$3.41M +28,697 New
AP
222
Arlington Partners
Alabama
$2.74M -$11.7M -98,647 -78%
LFAS
223
Level Four Advisory Services
Texas
$2.68M +$42K +353 +1%
CRCM
224
Corbett Road Capital Management
Virginia
$2.67M +$1.03M +8,625 +45%
CFG
225
Citizens Financial Group
Rhode Island
$2.67M -$1.7M -14,245 -34%