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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
351
First Heartland Consultants
Missouri
$5.88M -$1.38M -7,143 -19%
FSWA
352
Financial Synergies Wealth Advisors
Texas
$5.87M +$403K +2,084 +7%
FEG
353
Financial Enhancement Group
Indiana
$5.83M -$4.32M -22,319 -41%
ET
354
Equitable Trust
Tennessee
$5.8M – – –
HWM
355
Hobbs Wealth Management
Indiana
$5.72M +$1.56M +8,069 +37%
Brown Advisory
356
Brown Advisory
Maryland
$5.59M -$148K -764 -3%
PFA
357
Pathway Financial Advisors
Vermont
$5.58M -$24.2K -125 -0.4%
SWA
358
Sax Wealth Advisors
New Jersey
$5.52M +$92.9K +480 +2%
LFAS
359
Level Four Advisory Services
Texas
$5.45M +$1.26M +6,512 +29%
FGWP
360
Founders Grove Wealth Partners
Virginia
$5.37M +$433K +2,236 +9%
AC
361
Avestar Capital
New York
$5.3M -$717K -3,706 -12%
SIA
362
Soltis Investment Advisors
Utah
$5.29M +$593K +3,066 +12%
COCM
363
Charter Oak Capital Management
New Hampshire
$5.29M +$435K +2,248 +9%
SFA
364
Sequoia Financial Advisors
Ohio
$5.26M +$3.5M +18,067 +190%
PCIG
365
Partners Capital Investment Group
Massachusetts
$5.23M +$2.67M +13,777 +101%
OMIC
366
Old Mission Investment Co
Michigan
$5.22M -$8.51K -44 -0.2%
SIAM
367
Sterling Investment Advisors (Missouri)
Missouri
$5.22M -$101K -523 -2%
GWP
368
Gen-Wealth Partners
Michigan
$5.2M +$2.12M +10,935 +67%
OWCM
369
One Wealth Capital Management
Arizona
$5.17M +$2.3M +11,886 +78%
MWM
370
Modern Wealth Management
Kansas
$5.11M -$64.6M -333,685 -93%
CWMK
371
Caliber Wealth Management (Kansas)
Kansas
$5.11M +$5.19M +26,803 New
OC
372
Oppenheimer & Co
New York
$5.03M +$145K +750 +3%
PFS
373
Prospera Financial Services
Texas
$5.03M +$110K +569 +2%
FWP
374
Falcon Wealth Planning
California
$5.03M +$781K +4,035 +18%
TWM
375
Tradition Wealth Management
Minnesota
$4.98M +$1.4M +7,221 +38%