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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$8.74M +$107K +587 +1%
SWM
252
Scissortail Wealth Management
Oklahoma
$8.7M +$60.5K +332 +0.7%
HWM
253
HB Wealth Management
Georgia
$8.68M +$40.1K +220 +0.5%
FWP
254
FAS Wealth Partners
Kansas
$8.6M +$43.7K +240 +0.5%
HI
255
Harbour Investments
Wisconsin
$8.29M +$466K +2,557 +6%
CAG
256
Csenge Advisory Group
Florida
$8.23M -$34.1K -187 -0.4%
LWP
257
LMG Wealth Partners
Louisiana
$8.2M +$70.1K +385 +0.9%
RA
258
Rodgers & Associates
Pennsylvania
$8.11M -$91.6K -503 -1%
FFN
259
Focus Financial Network
Minnesota
$8.04M +$271K +1,486 +4%
EFG
260
Ehrlich Financial Group
California
$7.94M +$1.58M +8,672 +25%
AWE
261
Avidian Wealth Enterprises
Texas
$7.85M -$554K -3,044 -7%
GVAG
262
Great Valley Advisor Group
Delaware
$7.77M -$37.5K -206 -0.5%
TWM
263
TSA Wealth Management
Texas
$7.67M -$269K -1,477 -3%
GWM
264
Geneos Wealth Management
Colorado
$7.62M -$35.3K -194 -0.5%
Corient Private Wealth
265
Corient Private Wealth
Florida
$7.59M +$625K +3,432 +9%
CIA
266
Concurrent Investment Advisors
Florida
$7.41M -$11.1M -61,020 -60%
PFG
267
PAX Financial Group
Texas
$7.33M +$138K +760 +2%
BFS
268
Bradley Foster & Sargent
Connecticut
$7.32M -$184K -1,012 -2%
CA
269
Centerpoint Advisors
Massachusetts
$7.3M -$606K -3,326 -8%
IWM
270
IHT Wealth Management
Illinois
$7.25M -$453K -2,487 -6%
SEI Investments
271
SEI Investments
Pennsylvania
$7.23M -$48.6K -267 -0.7%
OWA
272
Opal Wealth Advisors
New York
$7.23M -$269K -1,476 -4%
CWS
273
Cypress Wealth Services
California
$7.23M +$686K +3,766 +10%
CAL
274
Capital Advisors Ltd
Ohio
$7.22M +$376K +2,067 +5%
EWA
275
Exencial Wealth Advisors
Oklahoma
$7.21M -$35.3K -194 -0.5%