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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
326
Focus Financial Network
Minnesota
$8.19M -$4.89M -22,564 -37%
CA
327
Centerpoint Advisors
Massachusetts
$8.12M -$67.6K -312 -0.8%
FWP
328
Firethorn Wealth Partners
Georgia
$8.12M +$650K +3,000 +8%
TWM
329
Tradition Wealth Management
Minnesota
$7.97M +$84.9K +392 +1%
AF
330
AtlasMark Financial
Texas
$7.97M – – –
AllianceBernstein
331
AllianceBernstein
Tennessee
$7.91M +$50.2K +232 +0.6%
EWA
332
Exencial Wealth Advisors
Oklahoma
$7.89M -$155K -715 -2%
BFS
333
Bradley Foster & Sargent
Connecticut
$7.81M +$433 +2 +0%
CPG
334
Cornerstone Planning Group
New Jersey
$7.69M +$1.85M +8,547 +33%
CIAS
335
CFS Investment Advisory Services
New Jersey
$7.67M -$1.43M -6,600 -16%
FRA
336
FFG Retirement Advisors
Colorado
$7.65M +$3.22M +14,882 +70%
ACA
337
Adirondack Capital Advisors
New York
$7.64M -$29.9K -138 -0.4%
YIA
338
YHB Investment Advisors
Connecticut
$7.58M +$28.4K +131 +0.4%
KFP
339
KMG Fiduciary Partners
Ohio
$7.57M -$4.97M -22,967 -39%
BOSSRA
340
B.O.S.S. Retirement Advisors
Utah
$7.54M -$111K -514 -1%
SIA
341
Soltis Investment Advisors
Utah
$7.54M +$364K +1,681 +5%
VT
342
Vise Technologies
New York
$7.53M – – –
SVWG
343
Shared Vision Wealth Group
United States
$7.49M +$237K +1,095 +3%
SWA
344
Sax Wealth Advisors
New Jersey
$7.44M -$19.5K -90 -0.3%
PA
345
PFG Advisors
Arizona
$7.32M +$643K +2,969 +9%
PRAG
346
Portfolio Resources Advisor Group
Florida
$7.29M -$1.14M -5,271 -13%
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.28M -$251K -1,157 -3%
NB
348
Nicolet Bankshares
Wisconsin
$7.27M +$1.65M +7,632 +28%
RSWM
349
Robertson Stephens Wealth Management
California
$7.24M +$88.3K +408 +1%
UBS AM
350
UBS AM
Illinois
$7.21M +$4.74M +21,912 +179%