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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
McNaughton Wealth Management
California
$13.6M -$3.69M -16,530 -22%
GIA
252
Gladstone Institutional Advisory
Florida
$13.5M -$7.82K -35 -0.1%
AQR Capital Management
253
AQR Capital Management
Connecticut
$13M +$1.69M +7,573 +15%
AWA
254
American Wealth Advisors
Georgia
$12.9M -$19.7K -88 -0.2%
MFA
255
Mayflower Financial Advisors
Massachusetts
$12.8M -$1.4M -6,260 -10%
VAS
256
Vestmark Advisory Solutions
Massachusetts
$12.7M -$17.6M -78,807 -58%
AIM
257
Archer Investment Management
Texas
$12.6M -$2.22M -9,951 -15%
AA
258
Ancora Advisors
Ohio
$12.4M +$1.37M +6,151 +13%
WP
259
WealthShield Partners
North Carolina
$12.4M -$5.74M -25,709 -32%
LL
260
LPWM LLC
Minnesota
$12.3M -$62M -277,585 -84%
BCMLT
261
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3M +$8.83M +39,521 +269%
AF
262
AtlasMark Financial
Texas
$12.2M +$3.56M +15,953 +42%
HWM
263
Hemming & Wealth Management
Michigan
$12.1M +$111K +496 +0.9%
PP
264
Prosperity Planning
Missouri
$12M -$96.7K -433 -0.8%
NF
265
Nvest Financial
New Hampshire
$11.9M +$41.1K +184 +0.4%
MAM
266
MMA Asset Management
Pennsylvania
$11.9M -$206K -923 -2%
AIM
267
Acropolis Investment Management
Missouri
$11.8M -$381K -1,707 -3%
EPW
268
Endeavor Private Wealth
Kansas
$11.8M -$1.28M -5,716 -10%
MMRF
269
Michelson Medical Research Foundation
California
$11.8M
MYIA
270
Mount Yale Investment Advisors
Colorado
$11.7M -$2.28M -10,194 -16%
BFM
271
Broadview Financial Management
Wisconsin
$11.7M -$108K -485 -0.9%
AMG
272
Asset Management Group
Connecticut
$11.6M -$51.6K -231 -0.4%
RWA
273
Resolute Wealth Advisor
Ohio
$11.4M
LWP
274
LMG Wealth Partners
Louisiana
$11.4M +$487K +2,178 +5%
CWWM
275
Clear Wave Wealth Management
New Jersey
$11.4M +$199K +892 +2%