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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
276
Arkadios Wealth Advisors
Georgia
$9.14M +$8.02M +41,435 +635%
BHWM
277
Bay Harbor Wealth Management
Maryland
$9.14M +$3.3M +17,079 +55%
LIA
278
LBMC Investment Advisors
Tennessee
$9.14M -$520K -2,687 -5%
KWM
279
Keebeck Wealth Management
Illinois
$9.02M +$3.41M +17,638 +59%
SF
280
Seros Financial
Arizona
$8.91M -$407K -2,103 -4%
VAS
281
Vestmark Advisory Solutions
Massachusetts
$8.9M +$9.03M +46,680 New
SA
282
Sovran Advisors
California
$8.84M +$2.86M +14,803 +42%
RSWM
283
Robertson Stephens Wealth Management
California
$8.77M +$885K +4,571 +11%
AIA
284
Alternative Investment Advisors
Florida
$8.74M -$467K -2,413 -5%
QPWM
285
Quadrant Private Wealth Management
Pennsylvania
$8.61M +$1.92M +9,926 +28%
LWP
286
LMG Wealth Partners
Louisiana
$8.5M -$152K -788 -2%
EDRH
287
Edmond de Rothschild Holding
Switzerland
$8.49M +$256K +1,322 +3%
MA
288
Mutual Advisors
Nebraska
$8.48M +$396K +2,045 +5%
GVAG
289
Great Valley Advisor Group
Delaware
$8.36M +$68.1K +352 +0.8%
PFPT
290
Pinnacle Financial Partners (Tennessee)
Tennessee
$8.31M -$509K -2,633 -6%
SS
291
Sunbelt Securities
Texas
$8.3M -$816K -4,216 -9%
LSA
292
Lansing Street Advisors
Pennsylvania
$8.28M +$1.19M +6,124 +16%
FWP
293
FAS Wealth Partners
Kansas
$8.25M -$482K -2,489 -5%
AWE
294
Avidian Wealth Enterprises
Texas
$8.19M +$675K +3,489 +9%
GWM
295
Geneos Wealth Management
Colorado
$8.11M -$11.2K -58 -0.1%
AllianceBernstein
296
AllianceBernstein
Tennessee
$8.08M +$267K +1,378 +3%
EFG
297
Ehrlich Financial Group
California
$8.05M +$1.08M +5,604 +15%
EWA
298
EP Wealth Advisors
California
$7.96M +$9.68K +50 +0.1%
CAL
299
Capital Advisors Ltd
Ohio
$7.87M +$190K +983 +2%
SL
300
SWMG LLC
Texas
$7.78M +$2.48M +12,828 +43%