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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
326
Bernardo Wealth Planning
Pennsylvania
$1.62M -$11.1K -89 -0.7%
NA
327
NewEdge Advisors
Louisiana
$1.62M +$7.71K +62 +0.5%
William Blair & Company
328
William Blair & Company
Illinois
$1.61M +$199K +1,599 +15%
BPWA
329
Beacon Pointe Wealth Advisors
California
$1.59M +$123K +986 +9%
JA
330
JOYN Advisors
Georgia
$1.58M -$65K -522 -4%
BCA
331
Bay Colony Advisors
Massachusetts
$1.58M +$56.2K +452 +4%
TFA
332
Tobias Financial Advisors
Florida
$1.57M +$1.5M +12,044 New
EIA
333
Eldridge Investment Advisors
New Hampshire
$1.55M +$10.6K +85 +0.7%
MG
334
Mather Group
Illinois
$1.53M +$166K +1,333 +13%
BWA
335
Beam Wealth Advisors
Louisiana
$1.53M +$1.46M +11,740 New
PWAP
336
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M -$29.1K -234 -2%
BAM
337
Baldrige Asset Management
Pennsylvania
$1.52M -$25.8K -207 -2%
Cerity Partners
338
Cerity Partners
New York
$1.51M +$771K +6,199 +115%
CC
339
Cadinha & Co
Hawaii
$1.51M -$48.5K -390 -3%
MIAN
340
Mariner Independent Advisor Network
Kansas
$1.5M +$14.4K +116 +1%
OC
341
Oppenheimer & Co
New York
$1.5M +$35.6K +286 +3%
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.49M -$24.8K -199 -2%
EWM
343
Endurance Wealth Management
Rhode Island
$1.48M +$266K +2,135 +23%
SW
344
SVB Wealth
Massachusetts
$1.46M +$100K +806 +8%
CFGS
345
Concourse Financial Group Securities
Alabama
$1.45M +$945K +7,591 +214%
AIM
346
Alhambra Investment Management
Florida
$1.44M +$1.37M +11,043 New
MAS
347
Managed Account Services
Florida
$1.43M -$89.7K -721 -6%
RBC
348
Roble Belko & Company
Pennsylvania
$1.42M – – –
TFF
349
The Family Firm
Maryland
$1.41M +$12.1K +97 +0.9%
KP
350
Keel Point
Alabama
$1.41M +$126K +1,012 +10%