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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
276
Cypress Wealth Services
California
$7.91M +$75.4K +397 +1%
EWA
277
EP Wealth Advisors
California
$7.9M +$263K +1,387 +4%
SIA
278
Soltis Investment Advisors
Utah
$7.89M +$104K +546 +1%
AWE
279
Avidian Wealth Enterprises
Texas
$7.86M -$623K -3,282 -8%
AG
280
Ascent Group
Virginia
$7.86M +$430K +2,263 +6%
CA
281
Centerpoint Advisors
Massachusetts
$7.85M -$53.8K -283 -0.7%
SEI Investments
282
SEI Investments
Pennsylvania
$7.85M +$8.55K +45 +0.1%
AllianceBernstein
283
AllianceBernstein
Tennessee
$7.84M +$336K +1,771 +5%
UAS
284
United Asset Strategies
New York
$7.84M +$35.5K +187 +0.5%
CAL
285
Capital Advisors Ltd
Ohio
$7.78M -$38.2K -201 -0.5%
BFS
286
Bradley Foster & Sargent
Connecticut
$7.72M -$198K -1,045 -3%
T
287
Tidemark
California
$7.7M +$649K +3,418 +10%
EWA
288
Exencial Wealth Advisors
Oklahoma
$7.68M -$126K -661 -2%
NF
289
Nvest Financial
New Hampshire
$7.68M -$71.4K -376 -1%
WP
290
WealthShield Partners
North Carolina
$7.65M +$394K +2,073 +6%
SWA
291
Stratos Wealth Advisors
Ohio
$7.6M +$502K +2,643 +7%
EL
292
EQ LLC
Washington
$7.55M +$976K +5,139 +16%
BEC
293
Blue Edge Capital
Virginia
$7.51M +$334K +1,756 +5%
T
294
TNF
Montana
$7.44M -$63.3K -333 -0.9%
EFG
295
Ehrlich Financial Group
California
$7.38M -$1.17M -6,174 -14%
AFP
296
Alpha Financial Partners
Kentucky
$7.38M +$7.11M +37,453 New
William Blair & Company
297
William Blair & Company
Illinois
$7.37M -$160K -844 -2%
PL
298
Polianta Ltd
Jersey
$7.35M +$7.09M +37,300 New
SCA
299
Snowden Capital Advisors
New York
$7.3M +$75.4K +397 +1%
OAP
300
One Advisory Partners
Kansas
$7.26M -$60.4K -318 -0.9%