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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BS
351
Banco Santander
Spain
$7.13M +$722K +3,334 +11%
DWP
352
Daymark Wealth Partners
Ohio
$7.06M -$689K -3,180 -9%
PHWA
353
Petersen Hastings Wealth Advisors
Washington
$7.04M -$118K -544 -2%
SCM
354
SCS Capital Management
Massachusetts
$7.01M -$4.98K -23 -0.1%
LCG
355
Lynx Capital Group
Ohio
$6.94M -$165K -762 -2%
EPP
356
ETF Portfolio Partners
Kansas
$6.85M -$422K -1,950 -6%
PFA
357
Pure Financial Advisors
California
$6.82M -$228K -1,054 -3%
VC
358
Vicus Capital
Pennsylvania
$6.8M -$184K -852 -3%
HPM
359
Hoxton Planning & Management
West Virginia
$6.72M -$326K -1,506 -5%
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$6.71M +$627K +2,897 +10%
SC
361
Sapient Capital
Indiana
$6.6M +$50.5K +233 +0.8%
WANY
362
Wealthspire Advisors (New York)
New York
$6.56M -$85.1K -393 -1%
5W
363
5T Wealth
California
$6.53M -$86K -397 -1%
COFSG
364
Carbahal Olsen Financial Services Group
California
$6.52M +$19.7K +91 +0.3%
ET
365
Equitable Trust
Tennessee
$6.52M
FSWA
366
Financial Synergies Wealth Advisors
Texas
$6.49M +$21.2K +98 +0.3%
JF
367
Jump Financial
Illinois
$6.39M +$6.55M +30,262 New
PFS
368
Prospera Financial Services
Texas
$6.35M +$320K +1,478 +5%
FHC
369
First Heartland Consultants
Missouri
$6.34M -$454K -2,097 -7%
LFAS
370
Level Four Advisory Services
Texas
$6.3M -$26.9K -124 -0.4%
WAL
371
W Advisors LLC
Tennessee
$6.19M -$248K -1,144 -4%
PFA
372
Pathway Financial Advisors
Vermont
$6.16M
AAP
373
Arax Advisory Partners
Colorado
$6.14M -$729K -3,365 -10%
BWMG
374
Barnes Wealth Management Group
California
$6.11M +$25.8K +119 +0.4%
Brown Advisory
375
Brown Advisory
Maryland
$6.04M +$114K +527 +2%