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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWWM
276
Clear Wave Wealth Management
New Jersey
$11.4M +$199K +892 +2%
HWM
277
Hobbs Wealth Management
Indiana
$11.2M -$545K -2,439 -5%
TPWA
278
Twin Peaks Wealth Advisors
California
$11.2M -$1.27M -5,677 -10%
WFAG
279
Wescott Financial Advisory Group
Pennsylvania
$11.2M +$781K +3,498 +8%
GS
280
GTS Securities
Florida
$11.1M -$4.09M -18,324 -27%
FAN
281
Financial Advisors Network
California
$11M -$91.4K -409 -0.8%
GWP
282
Gen-Wealth Partners
Michigan
$10.9M -$154K -688 -1%
RA
283
Rodgers & Associates
Pennsylvania
$10.9M -$29.7K -133 -0.3%
IA
284
IFG Advisory
Georgia
$10.9M +$10.7M +47,861 New
MHC
285
May Hill Capital
Massachusetts
$10.8M -$1.41M -6,293 -12%
SC
286
Sierra Capital
Florida
$10.8M +$2.68K +12 +0%
AAP
287
Arax Advisory Partners
Colorado
$10.7M +$4.07M +18,199 +63%
FFA
288
Founders Financial Alliance
North Carolina
$10.7M +$10.2M +45,723 +3,693%
IAN
289
Integrated Advisors Network
Texas
$10.5M +$1.17M +5,250 +13%
GWP
290
Gateway Wealth Partners
Wisconsin
$10.4M -$11.6M -52,153 -53%
AssetMark Inc
291
AssetMark Inc
California
$10.3M +$5.42M +24,258 +114%
VA
292
VestGen Advisors
Illinois
$10.3M -$2.21M -9,912 -18%
WWA
293
WCG Wealth Advisors
Nevada
$10.2M -$4.61M -20,626 -31%
OC
294
Oppenheimer & Co
New York
$10.1M +$324K +1,451 +3%
CAL
295
Capital Advisors Ltd
Ohio
$10M +$45.8K +205 +0.5%
DIP
296
DT Investment Partners
Pennsylvania
$9.98M – – –
FWP
297
Firethorn Wealth Partners
Georgia
$9.97M +$1.22M +5,471 +14%
AWE
298
Avidian Wealth Enterprises
Texas
$9.93M -$577K -2,581 -6%
TCM
299
Traynor Capital Management
Pennsylvania
$9.87M -$304K -1,363 -3%
GWM
300
Geneos Wealth Management
Colorado
$9.76M -$224K -1,005 -2%