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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$4.13M – – –
PA
277
Procyon Advisors
Connecticut
$4.08M -$181K -1,188 -4%
NB
278
Nicolet Bankshares
Wisconsin
$4.06M -$10.8K -71 -0.3%
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$4.03M +$23.4K +154 +0.6%
RSWM
280
Robertson Stephens Wealth Management
California
$4M +$230K +1,511 +6%
TA
281
TrueWealth Advisors
Alabama
$3.98M +$43.2K +284 +1%
PB
282
Pinnacle Bancorp
Nebraska
$3.94M +$608 +4 +0%
MSWMA
283
Market Street Wealth Management Advisors
Indiana
$3.93M -$107K -703 -3%
AWM
284
Avior Wealth Management
Nebraska
$3.91M -$192K -1,264 -5%
WCP
285
Wick Capital Partners
Pennsylvania
$3.91M +$3.8M +24,961 New
WANY
286
Wealthspire Advisors (New York)
New York
$3.87M -$144K -947 -4%
QCM
287
Quest Capital Management
Texas
$3.85M +$26K +171 +0.7%
AWS
288
AJ Wealth Strategies
New York
$3.81M +$1.58M +10,389 +75%
MYIA
289
Mount Yale Investment Advisors
Colorado
$3.8M +$3.26M +21,469 +772%
WAL
290
W Advisors LLC
Tennessee
$3.78M +$3.67M +24,112 New
EWM
291
Evercore Wealth Management
New York
$3.76M -$49.9K -328 -1%
IP
292
Investment Partners
Ohio
$3.74M +$9.73K +64 +0.3%
SS
293
Sunbelt Securities
Texas
$3.72M +$620K +4,075 +21%
ABC
294
Associated Banc-Corp
Wisconsin
$3.7M +$366K +2,405 +11%
CIBC World Market
295
CIBC World Market
Ontario, Canada
$3.69M +$2.23M +14,636 +165%
FMWA
296
Forvis Mazars Wealth Advisors
Missouri
$3.67M +$406K +2,673 +13%
PP
297
Palladium Partners
Virginia
$3.61M +$34.7K +228 +1%
WP
298
WealthShield Partners
North Carolina
$3.61M +$3.51M +23,061 New
SHA
299
Seneca House Advisors
Virginia
$3.6M -$67.5K -444 -2%
BCM
300
Brookstone Capital Management
Illinois
$3.6M +$174K +1,144 +5%