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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
$6.44M -$150K -993 -2%
GWM
227
Geneos Wealth Management
Colorado
$6.41M +$51.4K +340 +0.8%
ZIG
228
Zurich Insurance Group
Switzerland
$6.36M -$1.61M -10,661 -20%
BCM
229
Brookstone Capital Management
Illinois
$6.35M -$1.46M -9,689 -19%
RWM
230
RKL Wealth Management
Pennsylvania
$6.29M +$155K +1,023 +3%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$6.23M +$149K +984 +2%
EWA
232
Exencial Wealth Advisors
Oklahoma
$6.22M +$5.89K +39 +0.1%
PRS
233
Pinkerton Retirement Specialists
Idaho
$6.09M -$18.8M -124,450 -76%
RWS
234
Resolute Wealth Strategies
Mississippi
$6.05M +$6.02M +39,867 New
WPW
235
Watershed Private Wealth
Illinois
$6.05M +$66.3K +439 +1%
YIA
236
YHB Investment Advisors
Connecticut
$6.04M +$152K +1,003 +3%
FMWA
237
Forvis Mazars Wealth Advisors
Missouri
$5.99M -$321K -2,125 -5%
FEG
238
Financial Enhancement Group
Indiana
$5.98M -$765K -5,064 -11%
PFA
239
Pure Financial Advisors
California
$5.94M -$602K -3,985 -9%
FTS
240
Fifth Third Securities
Ohio
$5.91M -$103K -684 -2%
FMP
241
Financial Management Professionals
Texas
$5.9M -$297K -1,968 -5%
COCM
242
Charter Oak Capital Management
New Hampshire
$5.87M -$302K -1,996 -5%
NA
243
NewEdge Advisors
Louisiana
$5.86M +$2.53M +16,717 +75%
Bank Julius Baer & Co
244
Bank Julius Baer & Co
Switzerland
$5.86M -$6.32M -41,823 -52%
HW
245
Hancock Whitney
Mississippi
$5.8M -$6.01M -39,758 -51%
PFG
246
Pacific Financial Group
Washington
$5.76M -$31.6K -209 -0.5%
SS
247
Sunbelt Securities
Texas
$5.76M +$658K +4,356 +13%
AP
248
Arlington Partners
Alabama
$5.75M +$490K +3,243 +9%
NF
249
Nvest Financial
New Hampshire
$5.63M +$21.8K +144 +0.4%
SF
250
Synovus Financial
Georgia
$5.62M -$216K -1,427 -4%