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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAL
326
W Advisors LLC
Tennessee
$3.27M +$108K +757 +3%
CWA
327
Clarus Wealth Advisors
Arizona
$3.26M -$328K -2,300 -10%
TPSF
328
Texas Permanent School Fund
Texas
$3.25M – – –
AFS
329
AFG Fiduciary Services
Massachusetts
$3.22M -$193K -1,355 -6%
WFAG
330
Wescott Financial Advisory Group
Pennsylvania
$3.22M +$111K +779 +4%
SIAS
331
Summit Investment Advisory Services
Minnesota
$3.19M +$3.13M +21,960 New
AWM
332
Apollon Wealth Management
South Carolina
$3.18M +$1.39M +9,712 +79%
PFS
333
Prospera Financial Services
Texas
$3.12M -$455K -3,190 -13%
MSWMA
334
Market Street Wealth Management Advisors
Indiana
$3.04M -$353K -2,474 -11%
SCM
335
Stordahl Capital Management
Colorado
$3.01M -$96.4K -675 -3%
Corient Private Wealth
336
Corient Private Wealth
Florida
$2.97M +$2.92M +20,459 New
USAA
337
United Services Automobile Association
Texas
$2.95M +$899K +6,299 +45%
CAL
338
Capital Advisors Ltd
Ohio
$2.95M +$410K +2,872 +16%
Vanguard Personalized Indexing Management
339
Vanguard Personalized Indexing Management
California
$2.95M -$143 -1 -0%
GRP
340
Global Retirement Partners
California
$2.91M +$581K +4,071 +25%
AWP
341
Ascent Wealth Partners
New York
$2.91M -$52.3K -366 -2%
BAM
342
Brave Asset Management
New Jersey
$2.87M -$31.7K -222 -1%
HSBC Holdings
343
HSBC Holdings
United Kingdom
$2.85M -$128K -900 -8%
TFA
344
Tobias Financial Advisors
Florida
$2.84M -$53.5K -375 -2%
WAS
345
Wealth Advisory Solutions
Indiana
$2.83M -$31.8K -223 -1%
NFG
346
Nations Financial Group
Iowa
$2.82M -$135K -943 -5%
TI
347
Truepoint Inc
Ohio
$2.82M +$2.34M +16,403 +538%
GG
348
GenWealth Group
New Jersey
$2.82M -$78.7K -551 -3%
MFC
349
Morris Financial Concepts
South Carolina
$2.81M -$8.57K -60 -0.3%
MA
350
Mutual Advisors
Nebraska
$2.8M -$88.1K -617 -3%