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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Advyzon Investment Management
Illinois
$9.32M +$8.51M +40,586 +1,209%
OWCM
302
One Wealth Capital Management
Arizona
$9.1M +$2.47M +11,805 +38%
PL
303
Polianta Ltd
Jersey
$8.95M +$482K +2,300 +6%
William Blair & Company
304
William Blair & Company
Illinois
$8.92M +$594K +2,833 +7%
FWP
305
FAS Wealth Partners
Kansas
$8.86M -$92.2K -440 -1%
AQR Capital Management
306
AQR Capital Management
Connecticut
$8.84M +$2.54M +12,098 +41%
GVAG
307
Great Valley Advisor Group
Delaware
$8.81M +$63.3K +302 +0.7%
WFAG
308
Wescott Financial Advisory Group
Pennsylvania
$8.77M +$772K +3,682 +10%
CIAS
309
CFS Investment Advisory Services
New Jersey
$8.76M +$1.48M +7,070 +21%
HI
310
Harbour Investments
Wisconsin
$8.63M +$279K +1,333 +3%
LFWA
311
LiftPoint Family Wealth Advisors
New Jersey
$8.59M +$8.49M +40,507 New
Franklin Resources
312
Franklin Resources
California
$8.5M -$1.26M -6,023 -13%
LWA
313
Lifelong Wealth Advisors
Minnesota
$8.48M +$3.04M +14,504 +57%
PRAG
314
Portfolio Resources Advisor Group
Florida
$8.44M +$8.34M +39,786 New
IA
315
IFG Advisory
Georgia
$8.42M +$258K +1,233 +3%
CAM
316
Cresset Asset Management
Illinois
$8.41M +$1.21M +5,785 +17%
SW
317
Simplicity Wealth
New Jersey
$8.36M +$3M +14,311 +57%
SEI Investments
318
SEI Investments
Pennsylvania
$8.34M +$5.24K +25 +0.1%
CA
319
Centerpoint Advisors
Massachusetts
$8.22M -$6.08K -29 -0.1%
QCM
320
Quantinno Capital Management
New York
$8.2M +$1.98M +9,450 +32%
LF
321
Lantz Financial
Illinois
$8.19M +$2.35M +11,201 +41%
EWA
322
Exencial Wealth Advisors
Oklahoma
$8.08M +$1.05K +5 +0%
VA
323
VestGen Advisors
Illinois
$8.06M -$10.2M -48,794 -56%
WJA
324
Willis Johnson & Associates
Texas
$8.04M -$179K -853 -2%
GWP
325
Gateway Wealth Partners
Wisconsin
$7.99M +$3.12M +14,875 +65%