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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
326
Mount Yale Investment Advisors
Colorado
$1.67M +$1.58M +13,033 New
HSA
327
HBK Sorce Advisory
Pennsylvania
$1.66M +$862K +7,131 +122%
MFW
328
Meristem Family Wealth
Minnesota
$1.66M -$26.6K -220 -2%
APP
329
Avantax Planning Partners
Iowa
$1.63M +$242 +2 +0%
WP
330
WealthSource Partners
California
$1.63M -$14.9K -123 -1%
OC
331
Oppenheimer & Co
New York
$1.63M +$92.9K +768 +6%
BMCM
332
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$77.3K -639 -5%
MFT
333
Moisand Fitzgerald Tamayo
Florida
$1.6M -$3.15K -26 -0.2%
AIP
334
Ameritas Investment Partners
Nebraska
$1.58M -$22.4M -184,823 -94%
CAM
335
Cresset Asset Management
Illinois
$1.56M +$18.1K +150 +1%
RIS
336
Retirement Income Solutions
Michigan
$1.55M – – –
SS
337
Sunbelt Securities
Texas
$1.54M +$105K +865 +8%
WFA
338
Wellspring Financial Advisors
Ohio
$1.54M -$1.33K -11 -0.1%
RhumbLine Advisers
339
RhumbLine Advisers
Massachusetts
$1.53M +$1.45M +11,958 New
GPWA
340
Great Point Wealth Advisors
Massachusetts
$1.51M – – –
BF
341
Blankinship & Foster
California
$1.51M -$45.4K -375 -3%
TRCT
342
Tower Research Capital (TRC)
New York
$1.5M -$1.44M -11,938 -50%
FWP
343
Falcon Wealth Planning
California
$1.49M +$1.4M +11,605 New
AWP
344
Ascent Wealth Partners
New York
$1.47M -$43.3K -358 -3%
BA
345
Bristlecone Advisors
Washington
$1.47M +$32.3K +267 +2%
FAT
346
First American Trust
California
$1.44M +$138K +1,140 +11%
PA
347
PSI Advisors
Florida
$1.43M -$183K -1,510 -12%
SW
348
SVB Wealth
Massachusetts
$1.42M -$41.1K -340 -3%
MWM
349
Mattern Wealth Management
Kansas
$1.42M -$89.9K -743 -6%
ATPW
350
Ashton Thomas Private Wealth
Arizona
$1.42M +$229K +1,895 +21%