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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NB
326
Nicolet Bankshares
Wisconsin
$6.28M +$15.6K +84 +0.3%
PW
327
Pandora Wealth
Illinois
$6.27M -$42.5K -228 -0.7%
SWA
328
Sax Wealth Advisors
New Jersey
$6.25M +$560K +3,005 +10%
EPW
329
Endeavor Private Wealth
Kansas
$6.22M +$1.22M +6,529 +26%
CCWM
330
Cassaday & Co Wealth Management
Virginia
$6.22M +$5.19M +27,857 +704%
AF
331
AtlasMark Financial
Texas
$6.18M +$2.1M +11,298 +56%
AR
332
Apeiron RIA
Texas
$6.1M +$1.55M +8,342 +37%
LF
333
Lighthouse Financial
Florida
$6.09M -$553K -2,970 -9%
ET
334
Equitable Trust
Tennessee
$6.07M +$118K +634 +2%
SC
335
Sapient Capital
Indiana
$6.06M
FSWA
336
Financial Synergies Wealth Advisors
Texas
$6.04M +$22.9K +123 +0.4%
SA
337
SFI Advisors
New Jersey
$6.03M -$311K -1,671 -5%
COFSG
338
Carbahal Olsen Financial Services Group
California
$6.02M -$22.2K -119 -0.4%
TIM
339
Tortoise Investment Management
New York
$5.96M -$208K -1,115 -4%
OWCM
340
One Wealth Capital Management
Arizona
$5.96M +$626K +3,362 +12%
BS
341
Banco Santander
Spain
$5.92M -$304K -1,630 -5%
CWMK
342
Caliber Wealth Management (Kansas)
Kansas
$5.84M +$572K +3,069 +11%
Brown Advisory
343
Brown Advisory
Maryland
$5.82M +$85.9K +461 +2%
LFAS
344
Level Four Advisory Services
Texas
$5.81M +$214K +1,147 +4%
TPWA
345
Twin Peaks Wealth Advisors
California
$5.8M +$1.4M +7,506 +35%
OC
346
Oppenheimer & Co
New York
$5.76M +$569K +3,057 +12%
FWP
347
Falcon Wealth Planning
California
$5.73M +$550K +2,954 +11%
PFA
348
Pathway Financial Advisors
Vermont
$5.72M
AllianceBernstein
349
AllianceBernstein
Tennessee
$5.69M -$2.47M -13,257 -31%
VAS
350
Vestmark Advisory Solutions
Massachusetts
$5.69M -$3.27M -17,569 -38%