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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
First Horizon Advisors
Tennessee
$3.96M +$2.05M +13,736 +102%
BAM
252
Belpointe Asset Management
Nevada
$3.95M +$17.7K +119 +0.4%
SC
253
Savant Capital
Illinois
$3.91M -$267K -1,791 -6%
JHCP
254
Jackson Hole Capital Partners
Oklahoma
$3.9M -$639K -4,290 -14%
PIM
255
Parker Investment Management
California
$3.84M -$475K -3,185 -11%
CA
256
Clearstead Advisors
Ohio
$3.83M -$31.3K -210 -0.8%
AWM
257
Avior Wealth Management
Nebraska
$3.81M -$497K -3,332 -11%
NB
258
Nicolet Bankshares
Wisconsin
$3.78M
MSWMA
259
Market Street Wealth Management Advisors
Indiana
$3.75M -$3.28K -22 -0.1%
PWP
260
Personal Wealth Partners
Minnesota
$3.73M -$155K -1,039 -4%
WANY
261
Wealthspire Advisors (New York)
New York
$3.73M +$51.7K +347 +1%
Mercer Global Advisors
262
Mercer Global Advisors
Colorado
$3.72M -$460K -3,089 -11%
BOS
263
Bingham Osborn & Scarborough
California
$3.7M +$15.2K +102 +0.4%
PB
264
Pinnacle Bancorp
Nebraska
$3.66M -$5.07K -34 -0.1%
TA
265
TrueWealth Advisors
Alabama
$3.65M -$410K -2,751 -10%
ASN
266
Advisory Services Network
Georgia
$3.62M -$2.82M -18,945 -43%
ZIG
267
Zurich Insurance Group
Switzerland
$3.61M -$34.3K -230 -0.9%
QCM
268
Quest Capital Management
Texas
$3.55M -$26.7K -179 -0.7%
EWM
269
Evercore Wealth Management
New York
$3.54M -$4.47K -30 -0.1%
RSWM
270
Robertson Stephens Wealth Management
California
$3.5M +$1.64M +11,000 +84%
IP
271
Investment Partners
Ohio
$3.47M +$84.3K +566 +2%
SHA
272
Seneca House Advisors
Virginia
$3.41M +$23.7K +159 +0.7%
Mirae Asset Global Investments
273
Mirae Asset Global Investments
South Korea
$3.33M +$3.41M +22,900 New
PP
274
Palladium Partners
Virginia
$3.32M -$5.22K -35 -0.2%
Vanguard Personalized Indexing Management
275
Vanguard Personalized Indexing Management
California
$3.28M