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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
276
Forvis Mazars Wealth Advisors
Missouri
$7.97M +$910K +5,122 +14%
IWC
277
Integrated Wealth Concepts
Massachusetts
$7.92M +$3.32M +18,672 +79%
IWM
278
IHT Wealth Management
Illinois
$7.9M +$5.68M +31,974 +310%
GWM
279
Geneos Wealth Management
Colorado
$7.86M -$12.8K -72 -0.2%
SWM
280
Soundmark Wealth Management
Washington
$7.78M +$711 +4 +0%
BFS
281
Bradley Foster & Sargent
Connecticut
$7.7M +$355 +2 +0%
OWA
282
Opal Wealth Advisors
New York
$7.7M -$80.3K -452 -1%
EWA
283
EP Wealth Advisors
California
$7.55M +$63.6K +358 +0.9%
SEI Investments
284
SEI Investments
Pennsylvania
$7.47M -$783K -4,404 -10%
EWA
285
Exencial Wealth Advisors
Oklahoma
$7.43M -$760K -4,278 -10%
PFG
286
Pacific Financial Group
Washington
$7.43M +$72.3K +407 +1%
UAS
287
United Asset Strategies
New York
$7.39M -$313K -1,759 -4%
PFG
288
PAX Financial Group
Texas
$7.38M +$123K +694 +2%
NF
289
Nvest Financial
New Hampshire
$7.31M -$131K -737 -2%
FFN
290
Focus Financial Network
Minnesota
$7.21M -$238K -1,338 -3%
Millennium Management
291
Millennium Management
New York
$7.2M +$3.25M +18,298 +90%
SIA
292
Soltis Investment Advisors
Utah
$7.18M +$594K +3,343 +10%
Corient Private Wealth
293
Corient Private Wealth
Florida
$7.15M +$630K +3,545 +10%
PCIA
294
Prime Capital Investment Advisors
Kansas
$7.12M +$3.29M +18,516 +95%
BEC
295
Blue Edge Capital
Virginia
$7.11M +$588K +3,309 +10%
AllianceBernstein
296
AllianceBernstein
Tennessee
$7.1M +$2.42M +13,622 +56%
AC
297
Avestar Capital
New York
$7.08M +$6.73M +37,890 New
PFA
298
Pure Financial Advisors
California
$7.07M -$152K -853 -2%
SS
299
Sunbelt Securities
Texas
$7.03M -$181K -1,017 -3%
CAL
300
Capital Advisors Ltd
Ohio
$7.02M +$533K +2,996 +9%