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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
$3.23M +$60.8K +376 +2%
FAM
327
Family Asset Management
South Carolina
$3.21M -$88.4K -547 -3%
TFG
328
Tilson Financial Group
New Jersey
$3.2M +$3.36M +20,790 New
DWT
329
Dorsey & Whitney Trust
South Dakota
$3.19M – – –
WAS
330
Wealth Advisory Solutions
Indiana
$3.18M +$377K +2,334 +13%
KBC
331
Key Bridge Compliance
$3.18M +$3.34M +20,646 New
SCM
332
Stordahl Capital Management
Colorado
$3.15M -$43.3K -268 -1%
RL
333
Rogco LP
Oklahoma
$3.12M +$3.27M +20,249 New
ELC
334
Edgar Lomax Company
Virginia
$3.11M -$22.5K -139 -0.7%
RB
335
Renasant Bank
Mississippi
$3.11M -$418K -2,586 -11%
TI
336
Truepoint Inc
Ohio
$3.11M -$63.7K -394 -2%
DWA
337
Dorsey Wright & Associates
California
$3.04M -$223K -1,379 -7%
SIA
338
Stegner Investment Associates
Kentucky
$3.03M -$89.1K -551 -3%
WCF
339
West Coast Financial
California
$3.02M -$262K -1,618 -8%
ATPW
340
Ashton Thomas Private Wealth
Arizona
$3.01M +$88.3K +546 +3%
PFS
341
Prospera Financial Services
Texas
$3M -$265K -1,637 -8%
Natixis Advisors
342
Natixis Advisors
Massachusetts
$2.95M +$212K +1,313 +7%
SWA
343
Sax Wealth Advisors
New Jersey
$2.94M -$5.66K -35 -0.2%
MFC
344
Morris Financial Concepts
South Carolina
$2.94M -$5.01K -31 -0.2%
BCM
345
BTC Capital Management
Iowa
$2.93M – – –
IA
346
IFP Advisors
Florida
$2.9M +$115K +711 +4%
MSWMA
347
Market Street Wealth Management Advisors
Indiana
$2.9M -$13.6K -84 -0.4%
SCA
348
St. Clair Advisors
Ohio
$2.87M – – –
SPIA
349
Steward Partners Investment Advisory
New York
$2.85M +$280K +1,730 +10%
TC
350
TownSquare Capital
Utah
$2.84M +$1.7M +10,539 +133%