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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
351
Pacific Financial Group
Washington
$5.63M -$1.22M -6,543 -19%
GWP
352
Gen-Wealth Partners
Michigan
$5.6M +$255K +1,369 +5%
SFA
353
Sequoia Financial Advisors
Ohio
$5.6M +$195K +1,048 +4%
GB
354
Gunma Bank
Japan
$5.47M +$1.49M +8,000 +40%
AQR Capital Management
355
AQR Capital Management
Connecticut
$5.45M -$1.87M -10,020 -26%
TFG
356
Tilson Financial Group
New Jersey
$5.42M +$1.67M +8,977 +48%
BRWA
357
B. Riley Wealth Advisors
Florida
$5.41M +$5.16M +27,679 New
SFO
358
Stenger Family Office
Illinois
$5.39M +$5.06M +27,184 New
GWAM
359
Guardian Wealth Advisors (Minnesota)
Minnesota
$5.39M -$817K -4,386 -14%
SIA
360
Soltis Investment Advisors
Utah
$5.33M -$93.3K -501 -2%
FHC
361
First Heartland Consultants
Missouri
$5.32M -$676K -3,628 -12%
SIAM
362
Sterling Investment Advisors (Missouri)
Missouri
$5.31M -$30K -161 -0.6%
FWP
363
Firethorn Wealth Partners
Georgia
$5.31M +$309K +1,659 +7%
COCM
364
Charter Oak Capital Management
New Hampshire
$5.29M -$126K -677 -2%
HPM
365
Hoxton Planning & Management
West Virginia
$5.28M +$548K +2,941 +12%
AC
366
Avestar Capital
New York
$5.26M -$164K -882 -3%
WAL
367
W Advisors LLC
Tennessee
$5.23M +$173K +928 +4%
First Trust Advisors
368
First Trust Advisors
Illinois
$5.18M +$136K +731 +3%
TWM
369
Tradition Wealth Management
Minnesota
$5.18M +$73K +392 +2%
FGWP
370
Founders Grove Wealth Partners
Virginia
$5.15M -$348K -1,867 -7%
MOS
371
MGO One Seven
Ohio
$5.03M +$4.05M +21,760 +547%
PFS
372
Prospera Financial Services
Texas
$5.03M -$125K -671 -3%
5W
373
5T Wealth
California
$4.96M -$138K -742 -3%
CWM
374
Cranbrook Wealth Management
Michigan
$4.94M +$147K +791 +3%
WWM
375
Waterway Wealth Management
Texas
$4.88M +$1.68M +9,015 +57%