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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
301
Colton Groome Financial Advisors
North Carolina
$1.39M -$7.21K -68 -0.5%
APP
302
Avantax Planning Partners
Iowa
$1.39M -$186K -1,755 -12%
SCM
303
Smith Capital Management
Arkansas
$1.38M -$405K -3,820 -23%
MFT
304
Moisand Fitzgerald Tamayo
Florida
$1.36M -$48.1K -453 -3%
ABC
305
Associated Banc-Corp
Wisconsin
$1.35M -$6.79K -64 -0.5%
SAM
306
Silvercrest Asset Management
New York
$1.35M -$491K -4,625 -27%
Jane Street
307
Jane Street
New York
$1.34M -$7.08M -66,686 -84%
RWG
308
Regal Wealth Group
California
$1.34M -$282K -2,656 -18%
AWP
309
Ascent Wealth Partners
New York
$1.33M -$455K -4,289 -26%
DWM
310
Darwin Wealth Management
Florida
$1.31M -$85K -801 -6%
RIS
311
Retirement Income Solutions
Michigan
$1.31M +$828K +7,805 +183%
LBC
312
Lowe Brockenbrough & Co
Virginia
$1.3M -$4.77K -45 -0.4%
WFA
313
Wellspring Financial Advisors
Ohio
$1.3M +$2.87K +27 +0.2%
EWM
314
Endurance Wealth Management
Rhode Island
$1.29M +$81.4K +767 +7%
BA
315
Bristlecone Advisors
Washington
$1.28M +$375K +3,531 +42%
GPWA
316
Great Point Wealth Advisors
Massachusetts
$1.28M
WA
317
Wealth Alliance
New York
$1.28M -$784K -7,386 -38%
TC
318
Telemus Capital
Michigan
$1.25M +$436K +4,112 +56%
WP
319
WealthSource Partners
California
$1.24M -$608K -5,730 -33%
BWP
320
Bernardo Wealth Planning
Pennsylvania
$1.24M -$70.1K -661 -5%
CIR
321
Clear Investment Research
Georgia
$1.23M +$114K +1,074 +10%
Citadel Advisors
322
Citadel Advisors
Florida
$1.23M -$2.72M -25,620 -69%
CWA
323
Clarus Wealth Advisors
Arizona
$1.21M +$264K +2,489 +29%
MAS
324
Managed Account Services
Florida
$1.21M +$9.12K +86 +0.8%
IWC
325
Integrated Wealth Concepts
Massachusetts
$1.2M +$177K +1,673 +18%