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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
326
AtlasMark Financial
Texas
$7.97M +$406K +1,936 +5%
OC
327
Oppenheimer & Co
New York
$7.93M +$612K +2,920 +8%
TWM
328
Tradition Wealth Management
Minnesota
$7.92M +$2.54M +12,114 +48%
AllianceBernstein
329
AllianceBernstein
Tennessee
$7.86M +$1.62M +7,736 +26%
BFS
330
Bradley Foster & Sargent
Connecticut
$7.84M -$69.6K -332 -0.9%
DWP
331
Daymark Wealth Partners
Ohio
$7.77M -$139K -661 -2%
SG
332
StoneX Group
New York
$7.75M -$282K -1,347 -4%
ACA
333
Adirondack Capital Advisors
New York
$7.71M +$7.62M +36,338 New
BOSSRA
334
B.O.S.S. Retirement Advisors
Utah
$7.68M +$5.39M +25,703 +244%
YIA
335
YHB Investment Advisors
Connecticut
$7.58M +$34.4K +164 +0.5%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.55M -$29.8K -142 -0.4%
VT
337
Vise Technologies
New York
$7.53M +$4.49M +21,445 +152%
FWP
338
Firethorn Wealth Partners
Georgia
$7.51M +$1.25M +5,962 +20%
TFCP
339
Twin Focus Capital Partners
Massachusetts
$7.49M +$4.32M +20,611 +140%
SVWG
340
Shared Vision Wealth Group
United States
$7.47M +$1.72M +8,201 +31%
SWA
341
Sax Wealth Advisors
New Jersey
$7.46M +$466K +2,224 +7%
BRWA
342
B. Riley Wealth Advisors
Florida
$7.43M +$1.47M +7,026 +25%
EPP
343
ETF Portfolio Partners
Kansas
$7.3M +$399K +1,903 +6%
SIA
344
Soltis Investment Advisors
Utah
$7.22M +$562K +2,681 +9%
RSWM
345
Robertson Stephens Wealth Management
California
$7.19M +$450K +2,148 +7%
PHWA
346
Petersen Hastings Wealth Advisors
Washington
$7.18M +$7.1M +33,867 New
LCG
347
Lynx Capital Group
Ohio
$7.13M +$172K +822 +3%
PFA
348
Pure Financial Advisors
California
$7.07M -$158K -753 -2%
HPM
349
Hoxton Planning & Management
West Virginia
$7.07M +$1.8M +8,575 +35%
SCM
350
SCS Capital Management
Massachusetts
$7.04M -$56.6K -270 -0.8%