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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMP
226
Signature Wealth Management Partners
New Jersey
$5.4M +$78.8K +556 +1%
CWM
227
Cranbrook Wealth Management
Michigan
$5.39M +$13.3K +94 +0.2%
GWM
228
Geneos Wealth Management
Colorado
$5.37M -$464K -3,274 -7%
ASW
229
Astoria Strategic Wealth
Texas
$5.36M +$177K +1,248 +3%
FMP
230
Financial Management Professionals
Texas
$5.33M +$14.3K +101 +0.2%
HW
231
Hancock Whitney
Mississippi
$5.32M +$1.95M +13,780 +50%
FPAS
232
Focus Partners Advisor Solutions
Missouri
$5.3M +$118K +833 +2%
SF
233
Synovus Financial
Georgia
$5.16M +$180K +1,270 +3%
RWM
234
RKL Wealth Management
Pennsylvania
$5.14M -$88.8K -627 -2%
PAS
235
Park Avenue Securities
New York
$5.08M +$851K +6,006 +18%
PFGIA
236
Patriot Financial Group Insurance Agency
Massachusetts
$5.04M +$757K +5,343 +16%
SG Americas Securities
237
SG Americas Securities
New York
$4.96M -$4.5M -31,753 -45%
PA
238
Parallel Advisors
California
$4.89M +$218K +1,538 +4%
GLLW
239
Graves Light Lenhart Wealth
Virginia
$4.87M -$70.8K -500 -1%
FCBT
240
First Citizens Bank & Trust
North Carolina
$4.81M +$2.61M +18,385 +97%
TCB
241
Texas Capital Bancshares
Texas
$4.77M +$273K +1,924 +5%
EWA
242
EP Wealth Advisors
California
$4.7M -$27.9K -197 -0.5%
TCM
243
Telos Capital Management
California
$4.68M +$272K +1,923 +6%
PFG
244
Pacific Financial Group
Washington
$4.67M -$421K -2,969 -8%
BFG
245
Beacon Financial Group
Texas
$4.61M -$92.8K -655 -2%
TIM
246
Tortoise Investment Management
New York
$4.56M -$22.2K -157 -0.4%
Franklin Resources
247
Franklin Resources
California
$4.56M +$3.06M +21,576 +155%
NF
248
Nvest Financial
New Hampshire
$4.54M -$70.3K -496 -1%
SAG
249
Spotlight Asset Group
Illinois
$4.52M +$4.7M +33,175 New
AP
250
Arlington Partners
Alabama
$4.49M +$13.5K +95 +0.3%