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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
326
Brown Advisory
Maryland
$5.83M +$372K +2,091 +7%
ASFA
327
All Season Financial Advisors
Colorado
$5.77M -$1.93M -10,886 -26%
WANY
328
Wealthspire Advisors (New York)
New York
$5.75M -$4.09K -23 -0.1%
TSW
329
Three Seasons Wealth
Utah
$5.71M +$5.5M +30,929 New
HCA
330
Heck Capital Advisors
Wisconsin
$5.69M +$253K +1,424 +5%
BCWM
331
Bartlett & Co Wealth Management
Ohio
$5.66M -$861K -4,843 -14%
RA
332
RFG Advisory
Alabama
$5.65M +$3.58M +20,165 +200%
SC
333
Sapient Capital
Indiana
$5.63M -$1.78K -10 -0%
KFS
334
Kelly Financial Services
Massachusetts
$5.54M +$5.26M +29,597 +48,520%
PFA
335
Pathway Financial Advisors
Vermont
$5.54M +$69.9K +393 +1%
AF
336
Advisornet Financial
Minnesota
$5.52M +$1.32M +7,451 +34%
FTS
337
Fifth Third Securities
Ohio
$5.48M -$215K -1,207 -4%
AG
338
Ascent Group
Virginia
$5.47M +$613K +3,449 +13%
QPWM
339
Quadrant Private Wealth Management
Pennsylvania
$5.47M +$1.63M +9,178 +46%
SCM
340
SCS Capital Management
Massachusetts
$5.42M
HW
341
Hancock Whitney
Mississippi
$5.41M -$4.36M -24,517 -46%
FSWA
342
Financial Synergies Wealth Advisors
Texas
$5.32M +$113K +637 +2%
AWP
343
Avid Wealth Partners
Texas
$5.28M +$5.02M +28,263 New
BHWM
344
Bay Harbor Wealth Management
Maryland
$5.26M +$5.01M +28,168 New
SL
345
Sentinus LLC
Illinois
$5.25M +$5M +28,120 New
HWM
346
Hohimer Wealth Management
Washington
$5.24M +$4.16M +23,410 +506%
KWM
347
Keebeck Wealth Management
Illinois
$5.18M +$4.93M +27,731 New
LSA
348
Lansing Street Advisors
Pennsylvania
$5.17M +$455K +2,560 +10%
OCFG
349
O'Connor Financial Group
Illinois
$5.14M -$865K -4,869 -15%
AWM
350
Apollon Wealth Management
South Carolina
$5.06M +$948K +5,336 +25%