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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Sax Wealth Advisors
New Jersey
$2.73M +$2.23K +15 +0.1%
SPIA
302
Steward Partners Investment Advisory
New York
$2.69M +$287K +1,926 +12%
MA
303
Mutual Advisors
Nebraska
$2.67M -$110K -740 -4%
IA
304
IFP Advisors
Florida
$2.64M +$127K +852 +5%
CIBC Private Wealth Group
305
CIBC Private Wealth Group
Georgia
$2.64M -$531K -3,560 -16%
DWT
306
Dorsey & Whitney Trust
South Dakota
$2.62M – – –
FCC
307
Florin Court Capital
United Kingdom
$2.58M +$1.48M +9,900 +126%
PAS
308
Park Avenue Securities
New York
$2.57M +$692K +4,643 +36%
TF
309
TIAA FSB
Florida
$2.56M -$250K -1,675 -9%
NFG
310
Nations Financial Group
Iowa
$2.56M -$862K -5,783 -25%
HCA
311
Heck Capital Advisors
Wisconsin
$2.47M -$340K -2,279 -12%
RIS
312
Retirement Income Solutions
Michigan
$2.47M – – –
CCT
313
Country Club Trust
Missouri
$2.47M +$46.3K +311 +2%
KFAA
314
Klaas Financial Asset Advisors
Illinois
$2.37M -$68.8K -462 -3%
FMBTD
315
First Midwest Bank Trust Division
Illinois
$2.33M -$328K -2,201 -12%
First Manhattan
316
First Manhattan
New York
$2.33M +$2.34M +15,734 +5,639%
GSEP
317
Golden State Equity Partners
California
$2.25M -$17.4K -117 -0.8%
BOH
318
Bank of Hawaii
Hawaii
$2.24M -$2.98K -20 -0.1%
ATPW
319
Ashton Thomas Private Wealth
Arizona
$2.2M +$141K +945 +7%
COCM
320
Charter Oak Capital Management
New Hampshire
$2.16M -$100K -672 -4%
WP
321
WealthSource Partners
California
$2.15M +$268K +1,796 +14%
SCG
322
Sonata Capital Group
Washington
$2.15M +$22.4K +150 +1%
MIAN
323
Mariner Independent Advisor Network
Kansas
$2.15M +$37.1K +249 +2%
EDRIA
324
Edmonds Duncan Registered Investment Advisors
Kansas
$2.13M +$41.1K +276 +2%
AWP
325
Ascent Wealth Partners
New York
$2.12M -$32.2K -216 -1%