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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
251
Pacific Financial Group
Washington
$6.84M +$67.3K +419 +1%
PFG
252
PAX Financial Group
Texas
$6.81M +$6.23M +38,792 New
WPW
253
Watershed Private Wealth
Illinois
$6.79M +$206K +1,279 +3%
RWM
254
RKL Wealth Management
Pennsylvania
$6.79M -$212K -1,322 -3%
PFA
255
Pure Financial Advisors
California
$6.73M -$197K -1,225 -3%
PFGIA
256
Patriot Financial Group Insurance Agency
Massachusetts
$6.73M +$593K +3,692 +11%
SS
257
Sunbelt Securities
Texas
$6.72M -$113K -705 -2%
WJA
258
Willis Johnson & Associates
Texas
$6.59M -$285K -1,773 -4%
FMWA
259
Forvis Mazars Wealth Advisors
Missouri
$6.53M
FHC
260
First Heartland Consultants
Missouri
$6.37M +$1.44M +8,950 +32%
VC
261
Vicus Capital
Pennsylvania
$6.33M -$833K -5,185 -12%
BCM
262
Brookstone Capital Management
Illinois
$6.31M -$965K -6,003 -14%
AI
263
Atria Investments
North Carolina
$6.25M -$607K -3,778 -10%
YIA
264
YHB Investment Advisors
Connecticut
$6.24M -$653K -4,064 -10%
CAG
265
Csenge Advisory Group
Florida
$6.23M +$111K +692 +2%
William Blair & Company
266
William Blair & Company
Illinois
$6.22M -$10.8K -67 -0.2%
BC
267
Bartlett & Co
Ohio
$6.13M -$2.63M -16,341 -32%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$6.12M -$2.63M -16,341 -32%
SIA
269
Soltis Investment Advisors
Utah
$6.11M +$117K +730 +2%
BEC
270
Blue Edge Capital
Virginia
$6.04M +$184K +1,144 +3%
Corient Private Wealth
271
Corient Private Wealth
Florida
$6.03M -$55.4M -344,467 -91%
Franklin Resources
272
Franklin Resources
California
$6.03M +$819K +5,094 +17%
CAL
273
Capital Advisors Ltd
Ohio
$6.01M +$582K +3,620 +12%
SIAM
274
Sterling Investment Advisors (Missouri)
Missouri
$5.97M -$467K -2,908 -8%
PL
275
Polianta Ltd
Jersey
$5.81M -$3.28M -20,400 -38%