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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWAP
301
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.37M +$107K +931 +9%
MAS
302
Managed Account Services
Florida
$1.36M +$12.9K +113 +1%
AW
303
ACG Wealth
Georgia
$1.35M +$35.4K +309 +3%
BAM
304
Baldrige Asset Management
Pennsylvania
$1.35M -$148K -1,295 -10%
HW
305
Hancock Whitney
Mississippi
$1.33M -$125K -1,088 -9%
OC
306
Oppenheimer & Co
New York
$1.33M -$197K -1,717 -13%
CIR
307
Clear Investment Research
Georgia
$1.33M -$119K -1,036 -8%
Prudential Financial
308
Prudential Financial
New Jersey
$1.31M +$230K +2,011 +22%
MG
309
Mather Group
Illinois
$1.31M +$1.83K +16 +0.1%
APA
310
American Portfolios Advisors
New York
$1.3M +$125K +1,089 +11%
MFW
311
Meristem Family Wealth
Minnesota
$1.29M
AIC
312
Ameritas Investment Company
Nebraska
$1.28M +$808K +7,052 +180%
RBC
313
Roble Belko & Company
Pennsylvania
$1.28M
PIMG
314
Patriot Investment Management Group
Tennessee
$1.27M -$50.4K -440 -4%
BPWA
315
Beacon Pointe Wealth Advisors
California
$1.26M +$460K +4,019 +59%
TFF
316
The Family Firm
Maryland
$1.25M +$5.27K +46 +0.4%
JHCP
317
Jackson Hole Capital Partners
Oklahoma
$1.22M +$25.8K +225 +2%
BWA
318
BlueSky Wealth Advisors
North Carolina
$1.21M -$6.19K -54 -0.5%
CFGS
319
Concourse Financial Group Securities
Alabama
$1.21M -$245K -2,135 -17%
Citadel Advisors
320
Citadel Advisors
Florida
$1.21M -$4.23M -36,886 -78%
KA
321
Kovack Advisors
Florida
$1.2M +$144K +1,260 +14%
TWP
322
Total Wealth Planning
Ohio
$1.19M -$11.6K -101 -1%
SW
323
SVB Wealth
Massachusetts
$1.19M +$1.17M +10,219 New
AAS
324
Avantax Advisory Services
Texas
$1.19M +$56.5K +493 +5%
CL
325
Choreo LLC
Illinois
$1.19M +$92.3K +806 +9%