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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
226
J.W. Cole Advisors
Florida
$12.3M +$581K +3,005 +5%
ABC
227
Associated Banc-Corp
Wisconsin
$12.3M +$31.2K +161 +0.2%
BWM
228
BKM Wealth Management
Wisconsin
$12.2M -$100K -517 -0.8%
BPCE
229
Bank Pictet & Cie (Europe)
Germany
$11.9M – – –
AFP
230
Ausdal Financial Partners
Iowa
$11.8M +$2.5M +12,922 +26%
GPA
231
Guidance Point Advisors
Massachusetts
$11.8M +$99.7K +515 +0.8%
CFG
232
Citizens Financial Group
Rhode Island
$11.8M -$558K -2,884 -4%
CWS
233
Cypress Wealth Services
California
$11.7M +$3.77M +19,499 +46%
IWMWV
234
Ironwood Wealth Management (West Virginia)
West Virginia
$11.7M -$714K -3,692 -5%
FAIM
235
Financial Advocates Investment Management
Washington
$11.5M -$3.28M -16,944 -22%
PP
236
Prosperity Planning
Missouri
$11.4M -$792K -4,093 -6%
T
237
Tidemark
California
$11.4M +$3.27M +16,889 +39%
IW
238
Instrumental Wealth
Florida
$11.2M +$392K +2,024 +3%
AWM
239
Apollon Wealth Management
South Carolina
$11.1M +$4.88M +25,214 +77%
FFN
240
Focus Financial Network
Minnesota
$11M +$2.2M +11,369 +24%
OAP
241
One Advisory Partners
Kansas
$11M +$4.09M +21,126 +57%
KG
242
Kilter Group
New York
$10.9M +$3.54M +18,297 +47%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$10.9M +$7.4M +38,257 +201%
BOS
244
Bank of Stockton
California
$10.9M +$568K +2,934 +5%
SAF
245
Smith Anglin Financial
Texas
$10.8M +$124K +639 +1%
BFM
246
Broadview Financial Management
Wisconsin
$10.8M -$1.35K -7 -0%
FAM
247
Forte Asset Management
New York
$10.8M +$1.5M +7,770 +16%
SA
248
Scarborough Advisors
Maryland
$10.7M +$3.59M +18,561 +49%
TWM
249
TSA Wealth Management
Texas
$10.7M +$2.89M +14,955 +36%
PA
250
Parallel Advisors
California
$10.5M +$116K +599 +1%