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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
$5.41M -$272K -1,491 -5%
PFA
327
Pathway Financial Advisors
Vermont
$5.37M -$22.8K -125 -0.4%
CIAS
328
CFS Investment Advisory Services
New Jersey
$5.37M +$5.37M +29,476 New
Natixis Advisors
329
Natixis Advisors
Massachusetts
$5.22M +$720K +3,954 +16%
BHWM
330
Bay Harbor Wealth Management
Maryland
$5.19M +$68.1K +374 +1%
IA
331
IFP Advisors
Florida
$5.19M +$354K +1,943 +7%
KWM
332
Keebeck Wealth Management
Illinois
$5.18M +$128K +703 +3%
FSWA
333
Financial Synergies Wealth Advisors
Texas
$5.17M -$16.2K -89 -0.3%
AWM
334
Apollon Wealth Management
South Carolina
$5.11M +$176K +964 +4%
RIA
335
Regal Investment Advisors
Michigan
$5.1M +$183K +1,007 +4%
AR
336
Apeiron RIA
Texas
$5.08M +$168K +924 +3%
TC
337
TownSquare Capital
Utah
$5.06M -$3.57M -19,606 -41%
LSA
338
Lansing Street Advisors
Pennsylvania
$5M -$40.3K -221 -0.8%
D.E. Shaw & Co
339
D.E. Shaw & Co
New York
$4.97M +$4.98M +27,331 New
FMTC
340
Farmers & Merchants Trust Company
California
$4.97M +$4.25M +23,319 +583%
OCFG
341
O'Connor Financial Group
Illinois
$4.93M -$72.7K -399 -1%
PCIG
342
Partners Capital Investment Group
Massachusetts
$4.92M +$2.47M +13,578 +101%
MFA
343
Mayflower Financial Advisors
Massachusetts
$4.86M +$400K +2,194 +9%
SL
344
SWMG LLC
Texas
$4.85M +$198K +1,087 +4%
BCWM
345
Bartlett & Co Wealth Management
Ohio
$4.8M -$721K -3,959 -13%
WAL
346
W Advisors LLC
Tennessee
$4.77M +$86.7K +476 +2%
DWT
347
Dorsey & Whitney Trust
South Dakota
$4.72M +$1.19M +6,536 +34%
AFP
348
Ausdal Financial Partners
Iowa
$4.65M +$4.65M +25,529 New
HW
349
Hancock Whitney
Mississippi
$4.64M -$624K -3,425 -12%
PBO
350
Peoples Bank (Ohio)
Ohio
$4.63M +$246K +1,351 +6%