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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
301
Avidian Wealth Enterprises
Texas
$7.54M -$70.2K -354 -0.9%
SEI Investments
302
SEI Investments
Pennsylvania
$7.52M -$76K -383 -1%
FCC
303
Florin Court Capital
United Kingdom
$7.46M -$2.68M -13,500 -26%
KG
304
Kilter Group
New York
$7.44M +$7.73M +38,960 New
EWA
305
Exencial Wealth Advisors
Oklahoma
$7.44M +$2.38K +12 +0%
CA
306
Centerpoint Advisors
Massachusetts
$7.43M -$174K -878 -2%
NG
307
Norden Group
Utah
$7.35M +$6.93M +34,953 +980%
William Blair & Company
308
William Blair & Company
Illinois
$7.27M +$138K +697 +2%
FMWA
309
Forvis Mazars Wealth Advisors
Missouri
$7.27M +$727K +3,663 +11%
FHC
310
First Heartland Consultants
Missouri
$7.25M +$728K +3,672 +11%
BFS
311
Bradley Foster & Sargent
Connecticut
$7.25M -$236K -1,188 -3%
WP
312
WealthShield Partners
North Carolina
$7.21M -$200K -1,008 -3%
SA
313
Scarborough Advisors
Maryland
$7.2M +$232K +1,171 +3%
SWA
314
Stratos Wealth Advisors
Ohio
$7.2M -$169K -852 -2%
CAM
315
Cresset Asset Management
Illinois
$7.19M -$2.08M -10,507 -22%
PL
316
Polianta Ltd
Jersey
$7.18M +$59.5K +300 +0.8%
LSA
317
Lansing Street Advisors
Pennsylvania
$7.12M +$1.27M +6,414 +21%
SIG
318
Stonegate Investment Group
Alabama
$7.07M +$381K +1,922 +5%
OAP
319
One Advisory Partners
Kansas
$7.03M -$793 -4 -0%
TF
320
Trek Financial
Arizona
$7M +$492K +2,479 +7%
EFG
321
Ehrlich Financial Group
California
$6.99M -$161K -811 -2%
DWP
322
Daymark Wealth Partners
Ohio
$6.95M +$20.2K +102 +0.3%
SCA
323
Snowden Capital Advisors
New York
$6.93M -$141K -709 -2%
Amundi
324
Amundi
France
$6.88M -$9.02M -45,500 -56%
OWA
325
Opal Wealth Advisors
New York
$6.88M +$366K +1,844 +5%