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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
251
Paragon Wealth Strategies
Florida
$2.13M -$15.2K -139 -0.7%
BPA
252
Beacon Pointe Advisors
California
$2.04M +$2.21M +20,194 New
BSW
253
Buckingham Strategic Wealth
Missouri
$2M +$509K +4,655 +31%
EPA
254
Element Pointe Advisors
Florida
$1.99M +$2.16M +19,705 New
IWP
255
Icon Wealth Partners
Texas
$1.99M +$721K +6,589 +50%
SWP
256
Stratos Wealth Partners
Ohio
$1.96M +$554K +5,067 +35%
BAM
257
Belpointe Asset Management
Nevada
$1.95M -$60.2K -550 -3%
RVPG
258
Relative Value Partners Group
$1.94M +$1.53M +14,017 +270%
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$1.93M
BCM
260
BTC Capital Management
Iowa
$1.93M +$604K +5,525 +41%
CWM
261
Cornerstone Wealth Management
Missouri
$1.9M +$2.05M +18,703 New
FMC
262
First Merchants Corp
Indiana
$1.89M
Franklin Resources
263
Franklin Resources
California
$1.89M +$9.85K +90 +0.5%
PP
264
Palladium Partners
Virginia
$1.87M -$46.9K -429 -2%
IWM
265
IHT Wealth Management
Illinois
$1.86M +$642K +5,864 +47%
MIAN
266
Mariner Independent Advisor Network
Kansas
$1.85M +$623K +5,692 +47%
Jane Street
267
Jane Street
New York
$1.84M +$866K +7,917 +77%
FPGK
268
Financial Partners Group (Kansas)
Kansas
$1.83M +$1.17M +10,706 +145%
BCM
269
Brasada Capital Management
Texas
$1.83M -$68.2K -623 -3%
SHA
270
Seneca House Advisors
Virginia
$1.82M +$115K +1,050 +6%
AWM
271
AE Wealth Management
Kansas
$1.82M -$39.2K -358 -2%
MSWMA
272
Market Street Wealth Management Advisors
Indiana
$1.81M +$1.96M +17,905 New
IF
273
Ironwood Financial
Arizona
$1.81M +$46.5K +425 +2%
GIA
274
Gladstone Institutional Advisory
Florida
$1.79M +$1.94M +17,727 New
HA
275
Hamel Associates
New Jersey
$1.78M -$16.5K -151 -0.8%