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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMPWP
226
Alvarez & Marsal Private Wealth Partners
Florida
$15.4M
MWM
227
Modera Wealth Management
New Jersey
$15.3M -$540K -2,492 -3%
ISWM
228
Independent Solutions Wealth Management
New York
$15.3M -$557K -2,572 -3%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$15.2M +$638K +2,946 +4%
IW
230
Instrumental Wealth
Florida
$15.1M +$273K +1,261 +2%
LSA
231
Lansing Street Advisors
Pennsylvania
$14.9M +$416K +1,921 +3%
QPWM
232
Quadrant Private Wealth Management
Pennsylvania
$14.9M -$545K -2,518 -3%
SA
233
Sacks & Associates
New Jersey
$14.7M -$84.2K -389 -0.6%
TPI
234
Trust Point Inc
Wisconsin
$14.6M -$147K -679 -1%
ABC
235
Associated Banc-Corp
Wisconsin
$14.6M +$419K +1,933 +3%
CAG
236
Csenge Advisory Group
Florida
$14.6M -$908K -4,193 -6%
CFG
237
Citizens Financial Group
Rhode Island
$14.6M +$2.43M +11,213 +19%
KG
238
Kilter Group
New York
$14.6M +$1.01M +4,672 +7%
OAM
239
Occidental Asset Management
California
$14.4M +$142K +657 +1%
IWMWV
240
Ironwood Wealth Management (West Virginia)
West Virginia
$14.3M -$59.8K -276 -0.4%
BFIM
241
Beese Fulmer Investment Management
Ohio
$14.3M +$569K +2,629 +4%
GS
242
GTS Securities
Florida
$14.2M +$14.6M +67,344 New
AA
243
Alesco Advisors
New York
$14M -$897K -4,141 -6%
WWA
244
WCG Wealth Advisors
Nevada
$13.9M +$2.88M +13,316 +25%
AIM
245
Archer Investment Management
Texas
$13.9M +$10.4M +48,025 +272%
BWM
246
BKM Wealth Management
Wisconsin
$13.8M +$143K +659 +1%
WSFS
247
Wilmington Savings Fund Society
Delaware
$13.7M +$346K +1,596 +3%
LNWTC
248
Laird Norton Wetherby Trust Company
Washington
$13.6M -$106K -491 -0.8%
IC
249
IEQ Capital
California
$13.4M +$534K +2,467 +4%
BPCE
250
Bank Pictet & Cie (Europe)
Germany
$13.3M