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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SNWA
351
Siligmueller & Norvid Wealth Advisors
Illinois
$5.83M +$890K +4,429 +19%
Brown Advisory
352
Brown Advisory
Maryland
$5.81M -$331K -1,648 -6%
BRWA
353
B. Riley Wealth Advisors
Florida
$5.79M +$67.1K +334 +1%
CWMK
354
Caliber Wealth Management (Kansas)
Kansas
$5.77M -$390K -1,940 -6%
5W
355
5T Wealth
California
$5.75M +$494K +2,461 +10%
SFO
356
Stenger Family Office
Illinois
$5.72M -$24.9K -124 -0.5%
TFG
357
Tilson Financial Group
New Jersey
$5.67M -$62.5K -311 -1%
LF
358
Lantz Financial
Illinois
$5.66M +$561K +2,791 +11%
SFA
359
Sequoia Financial Advisors
Ohio
$5.65M -$263K -1,308 -5%
ATS
360
Ashton Thomas Securities
New York
$5.64M +$5.49M +27,323 New
FGWP
361
Founders Grove Wealth Partners
Virginia
$5.62M +$179K +893 +3%
WAL
362
W Advisors LLC
Tennessee
$5.56M +$30.1K +150 +0.6%
NB
363
Nicolet Bankshares
Wisconsin
$5.53M -$1.07M -5,344 -17%
FHC
364
First Heartland Consultants
Missouri
$5.5M -$115K -571 -2%
DT
365
Diversified Trust
Tennessee
$5.48M +$1.58M +7,860 +42%
SVWG
366
Shared Vision Wealth Group
United States
$5.45M +$436K +2,170 +9%
ONB
367
Old National Bancorp
Indiana
$5.43M +$1.81M +8,994 +52%
PFS
368
Prospera Financial Services
Texas
$5.43M +$113K +561 +2%
SIAM
369
Sterling Investment Advisors (Missouri)
Missouri
$5.27M -$343K -1,706 -6%
LWA
370
Lifelong Wealth Advisors
Minnesota
$5.27M +$546K +2,719 +12%
COCM
371
Charter Oak Capital Management
New Hampshire
$5.26M -$325K -1,617 -6%
LF
372
Lighthouse Financial
Florida
$5.25M -$1.16M -5,774 -19%
TWM
373
Tradition Wealth Management
Minnesota
$5.21M -$256K -1,277 -5%
SW
374
Simplicity Wealth
New Jersey
$5.19M -$4.56M -22,724 -47%
AFPL
375
Advus Financial Partners, LLC
Florida
$5.17M +$797K +3,969 +19%