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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Soundmark Wealth Management
Washington
$5.97M +$1.77K +12 +0%
ZIG
227
Zurich Insurance Group
Switzerland
$5.88M +$1.94M +13,145 +44%
CG
228
Colony Group
Massachusetts
$5.83M -$9.9M -67,076 -61%
FMWA
229
Forvis Mazars Wealth Advisors
Missouri
$5.82M +$410K +2,780 +7%
B
230
Bailard
California
$5.79M +$186K +1,263 +3%
EWA
231
Exencial Wealth Advisors
Oklahoma
$5.79M -$33.7K -228 -0.5%
IC
232
IEQ Capital
California
$5.77M +$169K +1,147 +3%
CWM
233
Cranbrook Wealth Management
Michigan
$5.75M -$5.61K -38 -0.1%
JF
234
JSF Financial
California
$5.74M +$4.3M +29,101 +230%
FWP
235
FAS Wealth Partners
Kansas
$5.72M +$433K +2,936 +8%
SWMP
236
Signature Wealth Management Partners
New Jersey
$5.7M +$151K +1,025 +3%
FMP
237
Financial Management Professionals
Texas
$5.69M +$288K +1,950 +5%
RWM
238
RKL Wealth Management
Pennsylvania
$5.58M -$52.7K -357 -0.9%
ASW
239
Astoria Strategic Wealth
Texas
$5.56M -$267K -1,808 -4%
FPAS
240
Focus Partners Advisor Solutions
Missouri
$5.55M +$590K +3,999 +11%
PFG
241
Pacific Financial Group
Washington
$5.41M -$497K -3,365 -8%
HSBC Holdings
242
HSBC Holdings
United Kingdom
$5.36M -$164K -1,113 -6%
AC
243
Anson Capital
Georgia
$5.35M -$336K -2,274 -6%
SF
244
Synovus Financial
Georgia
$5.35M +$86K +583 +2%
FTS
245
Fifth Third Securities
Ohio
$5.3M +$5.69M +38,562 New
GLLW
246
Graves Light Lenhart Wealth
Virginia
$5.28M -$73.2K -496 -1%
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$5.22M -$921K -6,241 -14%
LA
248
Lynch & Associates
Indiana
$5.19M +$361K +2,448 +7%
APA
249
American Portfolios Advisors
New York
$5.09M +$1.61M +10,890 +42%
CS
250
Credit Suisse
Switzerland
$5.07M +$3.43M +23,232 +170%