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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
226
Stone House Investment Management
Pennsylvania
$11.8M -$2.08M -10,487 -14%
JWCA
227
J.W. Cole Advisors
Florida
$11.8M -$475K -2,396 -4%
GPA
228
Guidance Point Advisors
Massachusetts
$11.7M +$321K +1,620 +3%
ASN
229
Advisory Services Network
Georgia
$11.7M +$1.99M +10,058 +20%
IW
230
Instrumental Wealth
Florida
$11.7M +$1.06M +5,321 +10%
P
231
&Partners
Tennessee
$11.6M +$2.13M +10,721 +21%
TCM
232
Thoma Capital Management
Maryland
$11.6M +$12M +60,680 New
LWM
233
Liberty Wealth Management
California
$11.3M +$337K +1,701 +3%
KPWS
234
Kestra Private Wealth Services
Texas
$11.3M -$464K -2,337 -4%
PWA
235
Physician Wealth Advisors
Utah
$11M +$434K +2,188 +4%
CAL
236
Capital Analysts LLC
Pennsylvania
$10.8M +$294K +1,484 +3%
BFM
237
Broadview Financial Management
Wisconsin
$10.8M -$763K -3,845 -6%
SAF
238
Smith Anglin Financial
Texas
$10.7M +$15.5K +78 +0.1%
AQR Capital Management
239
AQR Capital Management
Connecticut
$10.5M +$9.17M +46,242 +514%
LNWWM
240
Laird Norton Wetherby Wealth Management
California
$10.5M -$2.45M -12,359 -18%
PA
241
Parallel Advisors
California
$10.4M -$99K -499 -0.9%
FEG
242
Financial Enhancement Group
Indiana
$10.4M +$3.03M +15,287 +38%
BOS
243
Bank of Stockton
California
$10.4M +$368K +1,854 +4%
SPIA
244
Steward Partners Investment Advisory
New York
$10.3M +$141K +709 +1%
KFSC
245
Keystone Financial Services (Colorado)
Colorado
$10.2M +$151K +760 +1%
Citadel Advisors
246
Citadel Advisors
Florida
$10.2M +$7.93M +40,005 +299%
AT
247
Arlington Trust
Alabama
$10.1M -$161K -811 -2%
CFGS
248
Concourse Financial Group Securities
Alabama
$10.1M -$266K -1,342 -3%
OWA
249
One Wealth Advisors
California
$10.1M +$356K +1,796 +4%
SFS
250
Security Financial Services
Indiana
$10.1M +$3.37K +17 +0%