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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
351
Regal Investment Advisors
Michigan
$5.04M +$3.73M +20,996 +350%
AR
352
Apeiron RIA
Texas
$5.04M +$4.8M +26,978 New
IA
353
IFP Advisors
Florida
$4.96M +$1.09M +6,111 +30%
COCM
354
Charter Oak Capital Management
New Hampshire
$4.92M -$250K -1,409 -5%
WFAG
355
Wescott Financial Advisory Group
Pennsylvania
$4.84M +$187K +1,053 +4%
NG
356
Norden Group
Utah
$4.82M +$4.59M +25,811 New
WAL
357
W Advisors LLC
Tennessee
$4.81M +$763K +4,294 +20%
HWA
358
Hilltop Wealth Advisors
North Carolina
$4.81M -$108K -606 -2%
QWP
359
Quotient Wealth Partners
Texas
$4.79M -$298K -1,679 -6%
SL
360
SWMG LLC
Texas
$4.78M +$4.55M +25,582 New
FAM
361
Forte Asset Management
New York
$4.74M +$4.51M +25,367 New
RWS
362
Resolute Wealth Strategies
Mississippi
$4.65M -$2.77M -15,604 -39%
First Trust Advisors
363
First Trust Advisors
Illinois
$4.62M -$16.4K -92 -0.4%
SFP
364
Sterling Financial Planning
New Jersey
$4.62M -$30.9K -174 -0.7%
Natixis Advisors
365
Natixis Advisors
Massachusetts
$4.62M +$1.03M +5,812 +31%
AL
366
ACAS LLC
California
$4.6M -$41.6K -234 -0.9%
MFA
367
Mayflower Financial Advisors
Massachusetts
$4.58M +$3.37M +18,987 +342%
CWM
368
Cranbrook Wealth Management
Michigan
$4.58M +$105K +590 +2%
PPC
369
Park Place Capital
Alabama
$4.53M +$711 +4 +0%
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$4.51M +$453K +2,548 +12%
EC
371
Estate Counselors
Wisconsin
$4.5M -$492K -2,770 -10%
PBO
372
Peoples Bank (Ohio)
Ohio
$4.5M +$886K +4,985 +26%
GEA
373
Glen Eagle Advisors
New Jersey
$4.49M -$62.7K -353 -1%
IP
374
Investment Partners
Ohio
$4.47M -$21.5K -121 -0.5%
EWM
375
Evercore Wealth Management
New York
$4.46M -$26.8K -151 -0.6%