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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
301
Polaris Investment Advisors
Massachusetts
$9.62M +$130K +602 +1%
LWA
302
Lifelong Wealth Advisors
Minnesota
$9.35M +$922K +4,258 +11%
TCM
303
Traynor Capital Management
Pennsylvania
$9.3M -$313K -1,446 -3%
CAL
304
Capital Advisors Ltd
Ohio
$9.29M +$8M +36,929 +522%
GWM
305
Geneos Wealth Management
Colorado
$9.29M -$28.4K -131 -0.3%
DIP
306
DT Investment Partners
Pennsylvania
$9.28M – – –
SS
307
Sunbelt Securities
Texas
$9.24M -$961K -4,436 -9%
MW
308
Maia Wealth
Colorado
$9.18M -$777K -3,589 -8%
FTS
309
Fifth Third Securities
Ohio
$9.18M -$1.12M -5,175 -11%
OC
310
Oppenheimer & Co
New York
$9.11M +$1.24M +5,741 +15%
FWP
311
FAS Wealth Partners
Kansas
$8.98M +$164K +756 +2%
UB
312
UMB Bank
Missouri
$8.92M -$1.23M -5,688 -12%
LIA
313
LBMC Investment Advisors
Tennessee
$8.86M -$504K -2,327 -5%
GVAG
314
Great Valley Advisor Group
Delaware
$8.86M +$86.8K +401 +1%
CAM
315
Cresset Asset Management
Illinois
$8.74M +$378K +1,746 +4%
William Blair & Company
316
William Blair & Company
Illinois
$8.67M -$222K -1,027 -2%
LFWA
317
LiftPoint Family Wealth Advisors
New Jersey
$8.64M +$90.9K +420 +1%
IAN
318
Integrated Advisors Network
Texas
$8.63M +$3.44M +15,887 +64%
SW
319
Simplicity Wealth
New Jersey
$8.47M +$149K +688 +2%
AWA
320
A4 Wealth Advisors
North Carolina
$8.35M +$1.45M +6,697 +20%
WJA
321
Willis Johnson & Associates
Texas
$8.34M +$351K +1,621 +4%
TRCT
322
Tower Research Capital (TRC)
New York
$8.33M +$8.37M +38,666 +4,851%
SEI Investments
323
SEI Investments
Pennsylvania
$8.32M +$23.4K +108 +0.3%
OWCM
324
One Wealth Capital Management
Arizona
$8.28M -$1.15M -5,324 -12%
LF
325
Lantz Financial
Illinois
$8.26M +$106K +491 +1%