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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
226
Pinnacle Wealth Advisors
Tennessee
$5.59M +$5.58M +37,860 New
SIA
227
Soltis Investment Advisors
Utah
$5.58M +$2.05M +13,916 +58%
NFG
228
Next Financial Group
Texas
$5.58M +$319K +2,168 +6%
EWA
229
EP Wealth Advisors
California
$5.54M -$122K -831 -2%
BOTW
230
Bank of the West
California
$5.52M +$50.4K +342 +0.9%
B
231
Bailard
California
$5.44M +$158K +1,074 +3%
TCB
232
Texas Capital Bancshares
Texas
$5.39M +$2.83M +19,218 +111%
ASW
233
Astoria Strategic Wealth
Texas
$5.37M +$334K +2,269 +7%
AF
234
Advisornet Financial
Minnesota
$5.36M +$94.6K +642 +2%
HWA
235
Hilltop Wealth Advisors
North Carolina
$5.35M +$107K +725 +2%
CAG
236
Csenge Advisory Group
Florida
$5.09M +$205K +1,393 +4%
WA
237
Wealth Alliance
New York
$5.07M -$63.3K -430 -1%
ST
238
Smithfield Trust
Pennsylvania
$5.03M -$182K -1,238 -4%
NA
239
Nottingham Advisors
New York
$5.01M -$243K -1,647 -5%
TCM
240
Telos Capital Management
California
$4.89M +$18.4K +125 +0.4%
PFG
241
Pacific Financial Group
Washington
$4.84M +$622K +4,220 +15%
AWM
242
AE Wealth Management
Kansas
$4.71M +$1.37M +9,320 +41%
NNP
243
Nachman Norwood & Parrott
South Carolina
$4.66M +$20K +136 +0.4%
TIM
244
Tortoise Investment Management
New York
$4.64M -$87.6K -595 -2%
JHCP
245
Jackson Hole Capital Partners
Oklahoma
$4.6M -$21.4K -145 -0.5%
PA
246
Parallel Advisors
California
$4.54M
CI
247
CX Institutional
Indiana
$4.5M -$370K -2,515 -8%
RA
248
Rodgers & Associates
Pennsylvania
$4.48M +$117K +797 +3%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$4.46M +$396K +2,690 +10%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$4.46M +$4.15M +28,175 +1,402%