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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$6.03M +$6.27M +31,605 New
AC
352
Avestar Capital
New York
$6.01M -$756K -3,810 -11%
AWP
353
Avid Wealth Partners
Texas
$5.92M +$196K +989 +3%
COFSG
354
Carbahal Olsen Financial Services Group
California
$5.91M +$6.14M +30,971 New
BHWM
355
Bay Harbor Wealth Management
Maryland
$5.89M +$347K +1,747 +6%
SC
356
Sapient Capital
Indiana
$5.89M +$145K +730 +2%
SL
357
SWMG LLC
Texas
$5.85M +$539K +2,718 +10%
ET
358
Equitable Trust
Tennessee
$5.81M +$6.03M +30,417 New
MFA
359
Mayflower Financial Advisors
Massachusetts
$5.79M +$417K +2,101 +7%
BS
360
Banco Santander
Spain
$5.76M -$13.2M -66,464 -69%
Brown Advisory
361
Brown Advisory
Maryland
$5.74M -$187K -942 -3%
KWM
362
Keebeck Wealth Management
Illinois
$5.67M +$152K +766 +3%
AR
363
Apeiron RIA
Texas
$5.65M +$143K +721 +2%
PFA
364
Pathway Financial Advisors
Vermont
$5.61M -$24.8K -125 -0.4%
IA
365
IFP Advisors
Florida
$5.59M +$34.1K +172 +0.6%
PCIA
366
Prime Capital Investment Advisors
Kansas
$5.53M -$213K -1,076 -4%
FSWA
367
Financial Synergies Wealth Advisors
Texas
$5.48M +$31.7K +160 +0.6%
SWA
368
Sax Wealth Advisors
New Jersey
$5.44M +$1.13M +5,713 +25%
SIAM
369
Sterling Investment Advisors (Missouri)
Missouri
$5.33M -$386K -1,946 -7%
LCG
370
Lynx Capital Group
Ohio
$5.32M +$613K +3,093 +12%
MW
371
Maia Wealth
Colorado
$5.28M +$430K +2,167 +9%
SFO
372
Stenger Family Office
Illinois
$5.25M +$5.46M +27,506 New
CIAS
373
CFS Investment Advisory Services
New Jersey
$5.19M -$295K -1,489 -5%
PBO
374
Peoples Bank (Ohio)
Ohio
$5.16M -$18.8K -95 -0.3%
First Trust Advisors
375
First Trust Advisors
Illinois
$5.14M +$110K +556 +2%