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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$10.8M +$272K +1,462 +3%
Corient Private Wealth
252
Corient Private Wealth
Florida
$10.7M -$30.6M -164,198 -75%
LNWWM
253
Laird Norton Wetherby Wealth Management
California
$10.7M +$10.2M +54,677 New
FTS
254
Fifth Third Securities
Ohio
$10.6M +$640K +3,438 +7%
AFP
255
Ausdal Financial Partners
Iowa
$10.6M -$1.47M -7,871 -13%
SCA
256
Snowden Capital Advisors
New York
$10.6M +$1.14M +6,142 +13%
AT
257
Arlington Trust
Alabama
$10.4M -$7.45K -40 -0.1%
NWAG
258
Net Worth Advisory Group
Utah
$10.3M +$8.8M +47,230 +884%
HI
259
Harbour Investments
Wisconsin
$10.2M -$98.5K -529 -1%
AIM
260
Acropolis Investment Management
Missouri
$10.2M -$71.2K -382 -0.7%
TCM
261
Traynor Capital Management
Pennsylvania
$10.2M -$233K -1,250 -2%
MMRF
262
Michelson Medical Research Foundation
California
$10.1M
Franklin Resources
263
Franklin Resources
California
$10.1M +$394K +2,115 +4%
AMG
264
Asset Management Group
Connecticut
$10M -$112K -602 -1%
MA
265
Mutual Advisors
Nebraska
$9.76M +$375K +2,013 +4%
FAN
266
Financial Advisors Network
California
$9.73M -$34.1K -183 -0.4%
HWM
267
HB Wealth Management
Georgia
$9.64M -$590K -3,168 -6%
SC
268
Sierra Capital
Florida
$9.54M -$158K -847 -2%
SF
269
Seros Financial
Arizona
$9.54M +$379K +2,034 +4%
RA
270
Rodgers & Associates
Pennsylvania
$9.52M -$45.6K -245 -0.5%
KWM
271
Keebeck Wealth Management
Illinois
$9.5M +$236K +1,267 +3%
QPWM
272
Quadrant Private Wealth Management
Pennsylvania
$9.39M +$539K +2,895 +6%
SW
273
Simplicity Wealth
New Jersey
$9.35M +$4.84M +25,994 +119%
SS
274
Sunbelt Securities
Texas
$9.12M +$785K +4,215 +10%
LSA
275
Lansing Street Advisors
Pennsylvania
$8.92M +$410K +2,200 +5%