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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
226
FAS Wealth Partners
Kansas
$8.16M -$137K -853 -2%
Allianz Asset Management
227
Allianz Asset Management
Germany
$8.12M
DA
228
Detalus Advisors
Missouri
$7.95M +$1.14M +7,064 +18%
GVAG
229
Great Valley Advisor Group
Delaware
$7.89M -$92.4K -575 -1%
RA
230
Rodgers & Associates
Pennsylvania
$7.87M +$1.33M +8,262 +22%
LWP
231
LMG Wealth Partners
Louisiana
$7.82M -$9.16K -57 -0.1%
WA
232
Wealth Alliance
New York
$7.75M +$2.6M +16,203 +57%
CA
233
Centerpoint Advisors
Massachusetts
$7.74M -$20.3K -126 -0.3%
SEI Investments
234
SEI Investments
Pennsylvania
$7.72M -$142K -885 -2%
EWA
235
Exencial Wealth Advisors
Oklahoma
$7.66M +$530K +3,299 +8%
AWE
236
Avidian Wealth Enterprises
Texas
$7.64M -$1.74M -10,853 -20%
PAIM
237
Punch & Associates Investment Management
Minnesota
$7.44M -$526K -3,270 -7%
BFA
238
BBJS Financial Advisors
Washington
$7.35M -$83.1K -517 -1%
GWM
239
Geneos Wealth Management
Colorado
$7.33M -$133K -829 -2%
FFN
240
Focus Financial Network
Minnesota
$7.32M +$4.28M +26,658 +173%
ASFA
241
All Season Financial Advisors
Colorado
$7.27M -$2.39M -14,888 -26%
OWA
242
Opal Wealth Advisors
New York
$7.24M +$6.7M +41,657 New
SWM
243
Soundmark Wealth Management
Washington
$7.24M +$1.61K +10 +0%
UAS
244
United Asset Strategies
New York
$7.18M -$388K -2,416 -6%
BFS
245
Bradley Foster & Sargent
Connecticut
$7.17M -$183K -1,137 -3%
CAL
246
Capital Analysts LLC
Pennsylvania
$7.13M -$8.84K -55 -0.1%
RWS
247
Resolute Wealth Strategies
Mississippi
$7.04M +$162K +1,005 +3%
EWA
248
EP Wealth Advisors
California
$6.97M +$125K +778 +2%
NF
249
Nvest Financial
New Hampshire
$6.94M +$90.2K +561 +1%
MFIM
250
Mesirow Financial Investment Management
Illinois
$6.87M +$15.9M +98,975 New