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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EPP
326
ETF Portfolio Partners
Kansas
$6.71M -$267K -1,327 -4%
HCA
327
Heck Capital Advisors
Wisconsin
$6.62M -$50.4K -251 -0.8%
TPWA
328
Twin Peaks Wealth Advisors
California
$6.59M +$603K +3,000 +10%
GWP
329
Gen-Wealth Partners
Michigan
$6.59M +$650K +3,235 +11%
PW
330
Pandora Wealth
Illinois
$6.58M -$47.4K -236 -0.7%
RSWM
331
Robertson Stephens Wealth Management
California
$6.56M -$2M -9,945 -24%
SIA
332
Soltis Investment Advisors
Utah
$6.47M +$821K +4,087 +15%
OWCM
333
One Wealth Capital Management
Arizona
$6.43M +$131K +650 +2%
FSWA
334
Financial Synergies Wealth Advisors
Texas
$6.41M +$24.7K +123 +0.4%
SC
335
Sapient Capital
Indiana
$6.38M -$5.02K -25 -0.1%
ET
336
Equitable Trust
Tennessee
$6.38M -$35.5K -177 -0.6%
COFSG
337
Carbahal Olsen Financial Services Group
California
$6.34M -$25.3K -126 -0.4%
TIM
338
Tortoise Investment Management
New York
$6.27M -$34.3K -171 -0.6%
SA
339
SFI Advisors
New Jersey
$6.24M -$136K -675 -2%
AQR Capital Management
340
AQR Capital Management
Connecticut
$6.11M +$341K +1,700 +6%
HF
341
HRT Financial
New York
$6.09M +$5.92M +29,496 New
LFAS
342
Level Four Advisory Services
Texas
$6.09M -$52.4K -261 -0.9%
FWP
343
Firethorn Wealth Partners
Georgia
$6.09M +$464K +2,311 +9%
FAM
344
Forte Asset Management
New York
$6.08M +$1M +4,993 +20%
AllianceBernstein
345
AllianceBernstein
Tennessee
$6.06M +$44K +219 +0.8%
PFA
346
Pathway Financial Advisors
Vermont
$6.04M
QCM
347
Quantinno Capital Management
New York
$6.04M +$2.65M +13,170 +82%
FWP
348
Falcon Wealth Planning
California
$6M -$49.8K -248 -0.8%
EA
349
Efficient Advisors
Ohio
$5.98M -$724K -3,605 -11%
PFG
350
Pacific Financial Group
Washington
$5.96M +$14.7K +73 +0.3%