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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
351
Magnus Financial Group
New York
$1.94M +$756K +5,613 +69%
VFA
352
Voya Financial Advisors
Connecticut
$1.92M +$1.54M +11,428 +542%
MIAN
353
Mariner Independent Advisor Network
Kansas
$1.91M -$12K -89 -0.7%
TWP
354
Total Wealth Planning
Ohio
$1.89M +$1.62K +12 +0.1%
MFW
355
Meristem Family Wealth
Minnesota
$1.83M – – –
WP
356
WealthSource Partners
California
$1.82M +$23K +171 +1%
BMCM
357
Bryn Mawr Capital Management
Pennsylvania
$1.8M +$8.35K +62 +0.5%
FHA
358
First Horizon Advisors
Tennessee
$1.8M +$777K +5,770 +83%
PAG
359
Pinnacle Advisory Group
Maryland
$1.79M +$1.71M +12,672 New
GSEP
360
Golden State Equity Partners
California
$1.79M -$396K -2,940 -19%
RWG
361
Regal Wealth Group
California
$1.77M -$154K -1,145 -8%
DCM
362
Dimension Capital Management
Florida
$1.76M +$400K +2,974 +31%
MFT
363
Moisand Fitzgerald Tamayo
Florida
$1.76M +$1.35K +10 +0.1%
DADC
364
D.A. Davidson & Co
Montana
$1.75M +$1.09M +8,070 +187%
CFGS
365
Concourse Financial Group Securities
Alabama
$1.72M +$191K +1,421 +13%
RIS
366
Retirement Income Solutions
Michigan
$1.71M – – –
RhumbLine Advisers
367
RhumbLine Advisers
Massachusetts
$1.69M – – –
APP
368
Avantax Planning Partners
Iowa
$1.68M -$116K -859 -7%
GPWA
369
Great Point Wealth Advisors
Massachusetts
$1.67M – – –
BF
370
Blankinship & Foster
California
$1.67M +$3.63K +27 +0.2%
OC
371
Oppenheimer & Co
New York
$1.66M -$133K -985 -8%
NL
372
Navalign LLC
California
$1.63M +$1.55M +11,516 New
FWP
373
Falcon Wealth Planning
California
$1.62M -$16.2K -120 -1%
FHC
374
First Horizon Corporation
Tennessee
$1.62M +$89.8K +667 +6%
BA
375
Bristlecone Advisors
Washington
$1.61M -$4.17K -31 -0.3%