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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
326
Clarus Wealth Advisors
Arizona
$3.26M -$328K -2,300 -10%
TPSF
327
Texas Permanent School Fund
Texas
$3.25M
AFS
328
AFG Fiduciary Services
Massachusetts
$3.22M -$193K -1,355 -6%
WFAG
329
Wescott Financial Advisory Group
Pennsylvania
$3.22M +$111K +779 +4%
SIAS
330
Summit Investment Advisory Services
Minnesota
$3.19M +$3.13M +21,960 New
AWM
331
Apollon Wealth Management
South Carolina
$3.18M +$1.39M +9,712 +79%
PFS
332
Prospera Financial Services
Texas
$3.12M -$455K -3,190 -13%
MSWMA
333
Market Street Wealth Management Advisors
Indiana
$3.04M -$353K -2,474 -11%
SCM
334
Stordahl Capital Management
Colorado
$3.01M -$96.4K -675 -3%
Corient Private Wealth
335
Corient Private Wealth
Florida
$2.97M +$2.92M +20,459 New
USAA
336
United Services Automobile Association
Texas
$2.95M +$899K +6,299 +45%
CAL
337
Capital Advisors Ltd
Ohio
$2.95M +$410K +2,872 +16%
Vanguard Personalized Indexing Management
338
Vanguard Personalized Indexing Management
California
$2.95M -$143 -1 -0%
GRP
339
Global Retirement Partners
California
$2.91M +$581K +4,071 +25%
AWP
340
Ascent Wealth Partners
New York
$2.91M -$52.3K -366 -2%
BAM
341
Brave Asset Management
New Jersey
$2.87M -$31.7K -222 -1%
HSBC Holdings
342
HSBC Holdings
United Kingdom
$2.85M -$128K -900 -8%
TFA
343
Tobias Financial Advisors
Florida
$2.84M -$53.5K -375 -2%
WAS
344
Wealth Advisory Solutions
Indiana
$2.83M -$31.8K -223 -1%
NFG
345
Nations Financial Group
Iowa
$2.82M -$135K -943 -5%
TI
346
Truepoint Inc
Ohio
$2.82M +$2.34M +16,403 +538%
GG
347
GenWealth Group
New Jersey
$2.82M -$78.7K -551 -3%
MFC
348
Morris Financial Concepts
South Carolina
$2.81M -$8.57K -60 -0.3%
MA
349
Mutual Advisors
Nebraska
$2.8M -$88.1K -617 -3%
FCBT
350
First Citizens Bank & Trust
North Carolina
$2.8M -$2.59M -18,142 -48%