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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DA
251
Detalus Advisors
Missouri
$10M +$184K +929 +2%
TCM
252
Traynor Capital Management
Pennsylvania
$9.98M -$1.96M -9,890 -16%
MMRF
253
Michelson Medical Research Foundation
California
$9.91M
AMG
254
Asset Management Group
Connecticut
$9.89M -$142K -717 -1%
AIM
255
Acropolis Investment Management
Missouri
$9.85M -$234K -1,181 -2%
AWMG
256
ADG Wealth Management Group
Louisiana
$9.8M +$10.2M +51,348 New
WWM
257
Western Wealth Management
Colorado
$9.75M +$61.5K +310 +0.6%
LIA
258
LBMC Investment Advisors
Tennessee
$9.66M +$12.5K +63 +0.1%
FAN
259
Financial Advisors Network
California
$9.62M +$9.99M +50,376 New
SC
260
Sierra Capital
Florida
$9.48M -$894K -4,508 -8%
SP
261
Sherman Porfolios
Idaho
$9.46M +$9.83M +49,557 New
AFP
262
Ausdal Financial Partners
Iowa
$9.38M +$583K +2,941 +6%
TWP
263
Triad Wealth Partners
Kansas
$9.31M +$5.62M +28,341 +139%
FAM
264
Forte Asset Management
New York
$9.3M -$23.4K -118 -0.2%
Corient Private Wealth
265
Corient Private Wealth
Florida
$9.24M -$11.4M -57,360 -35%
AIA
266
Alternative Investment Advisors
Florida
$9.21M -$898K -4,529 -9%
SWM
267
Scissortail Wealth Management
Oklahoma
$9.14M +$9.34M +47,096 +5,814%
SS
268
Sunbelt Securities
Texas
$9.1M +$1.25M +6,308 +15%
HWM
269
HB Wealth Management
Georgia
$9.03M -$136K -687 -1%
CAG
270
Csenge Advisory Group
Florida
$8.99M +$113K +572 +1%
RA
271
Rodgers & Associates
Pennsylvania
$8.95M +$287K +1,447 +3%
SF
272
Seros Financial
Arizona
$8.9M +$9.69M +48,872 New
FFN
273
Focus Financial Network
Minnesota
$8.89M +$690K +3,477 +8%
PFPT
274
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.85M +$92K +464 +1%
Franklin Resources
275
Franklin Resources
California
$8.83M +$3.06M +15,426 +50%