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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
251
Atria Investments
North Carolina
$3.34M +$1.4M +11,600 +80%
NB
252
Nicolet Bankshares
Wisconsin
$3.33M -$15.7K -130 -0.5%
PB
253
Pinnacle Bancorp
Nebraska
$3.33M -$13.7K -113 -0.4%
WANY
254
Wealthspire Advisors (New York)
New York
$3.25M +$2.56M +21,164 +497%
CS
255
Credit Suisse
Switzerland
$3.21M +$794K +6,562 +36%
KFAA
256
Klaas Financial Asset Advisors
Illinois
$3.16M +$2.98M +24,660 New
QCM
257
Quest Capital Management
Texas
$3.12M +$15K +124 +0.5%
EWM
258
Evercore Wealth Management
New York
$3.11M +$118K +972 +4%
BAM
259
Belpointe Asset Management
Nevada
$3.09M +$44.7K +370 +2%
IWAG
260
Integer Wealth Advisors Group
Georgia
$3.08M +$1.56M +12,935 +120%
PP
261
Paloma Partners
Connecticut
$3.07M -$908K -7,505 -24%
BRWA
262
B. Riley Wealth Advisors
Florida
$3.06M -$1.53M -12,630 -35%
FHC
263
First Heartland Consultants
Missouri
$3.05M -$16.9K -140 -0.6%
CFB
264
Cullen/Frost Bankers
Texas
$3.02M +$2.82M +23,281 +6,827%
ELC
265
Edgar Lomax Company
Virginia
$3.01M – – –
PP
266
Palladium Partners
Virginia
$3.01M -$56K -463 -2%
BOS
267
Bingham Osborn & Scarborough
California
$2.91M +$414K +3,427 +18%
Vanguard Personalized Indexing Management
268
Vanguard Personalized Indexing Management
California
$2.89M +$181K +1,498 +7%
FNBT
269
FineMark National Bank & Trust
Florida
$2.85M +$47.4K +392 +2%
NEWAS
270
N.E.W. Advisory Services
Wisconsin
$2.81M +$2.65M +21,913 New
TWM
271
Tolleson Wealth Management
Texas
$2.78M – – –
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$2.75M -$1.29M -10,650 -33%
MA
273
Mutual Advisors
Nebraska
$2.74M -$126K -1,042 -5%
FCBT
274
First Citizens Bank & Trust
North Carolina
$2.73M +$340K +2,813 +15%
PA
275
Procyon Advisors
Connecticut
$2.71M +$274K +2,266 +12%