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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Apollon Wealth Management
South Carolina
$5.06M +$948K +5,336 +25%
RIA
352
Regal Investment Advisors
Michigan
$5.04M +$3.73M +20,996 +350%
AR
353
Apeiron RIA
Texas
$5.04M +$4.8M +26,978 New
IA
354
IFP Advisors
Florida
$4.96M +$1.09M +6,111 +30%
COCM
355
Charter Oak Capital Management
New Hampshire
$4.92M -$250K -1,409 -5%
WFAG
356
Wescott Financial Advisory Group
Pennsylvania
$4.84M +$187K +1,053 +4%
NG
357
Norden Group
Utah
$4.82M +$4.59M +25,811 New
WAL
358
W Advisors LLC
Tennessee
$4.81M +$763K +4,294 +20%
HWA
359
Hilltop Wealth Advisors
North Carolina
$4.81M -$108K -606 -2%
QWP
360
Quotient Wealth Partners
Texas
$4.79M -$298K -1,679 -6%
SL
361
SWMG LLC
Texas
$4.78M +$4.55M +25,582 New
FAM
362
Forte Asset Management
New York
$4.74M +$4.51M +25,367 New
RWS
363
Resolute Wealth Strategies
Mississippi
$4.65M -$2.77M -15,604 -39%
First Trust Advisors
364
First Trust Advisors
Illinois
$4.62M -$16.4K -92 -0.4%
SFP
365
Sterling Financial Planning
New Jersey
$4.62M -$30.9K -174 -0.7%
Natixis Advisors
366
Natixis Advisors
Massachusetts
$4.62M +$1.03M +5,812 +31%
AL
367
ACAS LLC
California
$4.6M -$41.6K -234 -0.9%
MFA
368
Mayflower Financial Advisors
Massachusetts
$4.58M +$3.37M +18,987 +342%
CWM
369
Cranbrook Wealth Management
Michigan
$4.58M +$105K +590 +2%
PPC
370
Park Place Capital
Alabama
$4.53M +$711 +4 +0%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$4.51M +$453K +2,548 +12%
EC
372
Estate Counselors
Wisconsin
$4.5M -$492K -2,770 -10%
PBO
373
Peoples Bank (Ohio)
Ohio
$4.5M +$886K +4,985 +26%
GEA
374
Glen Eagle Advisors
New Jersey
$4.49M -$62.7K -353 -1%
IP
375
Investment Partners
Ohio
$4.47M -$21.5K -121 -0.5%