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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
376
Shared Vision Wealth Group
United States
$6.29M -$1.74M -7,780 -22%
TIM
377
Tortoise Investment Management
New York
$6.23M -$88.5K -396 -1%
FWP
378
Falcon Wealth Planning
California
$6.17M -$205K -919 -3%
TFG
379
Tilson Financial Group
New Jersey
$6.15M +$8.49K +38 +0.1%
ACM
380
Absolute Capital Management
Pennsylvania
$6.12M +$25.2K +113 +0.4%
WAL
381
W Advisors LLC
Tennessee
$6.11M -$533K -2,387 -8%
CWM
382
Centurion Wealth Management
Virginia
$6.1M +$266K +1,192 +5%
FHC
383
First Heartland Consultants
Missouri
$6.04M -$764K -3,419 -11%
AWP
384
Ascent Wealth Partners
New York
$6.03M +$94.7K +424 +2%
CWMGP
385
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.01M +$5.17M +23,158 +704%
VCP
386
Verus Capital Partners
Arizona
$6M -$407K -1,821 -6%
DT
387
Diversified Trust
Tennessee
$5.99M +$119K +534 +2%
Renaissance Technologies
388
Renaissance Technologies
New York
$5.98M +$5.88M +26,320 New
FGWP
389
Founders Grove Wealth Partners
Virginia
$5.97M -$104K -466 -2%
LSIA
390
LaSalle St. Investment Advisors
Illinois
$5.89M +$2.53M +11,348 +78%
PBO
391
Peoples Bank (Ohio)
Ohio
$5.89M +$970K +4,341 +20%
PCG
392
Prosperity Consulting Group
Maryland
$5.85M +$833K +3,730 +17%
PFG
393
Pacific Financial Group
Washington
$5.81M -$288K -1,289 -5%
CA
394
Chatterton & Associates
California
$5.75M -$113K -508 -2%
BRWA
395
B. Riley Wealth Advisors
Florida
$5.74M -$721K -3,229 -11%
YAIA
396
Yanni & Associates Investment Advisors
Pennsylvania
$5.72M -$88.9K -398 -2%
SCG
397
Sonata Capital Group
Washington
$5.69M +$3M +13,439 +115%
FFA
398
First Foundation Advisors
California
$5.68M +$353K +1,581 +7%
SFA
399
Sequoia Financial Advisors
Ohio
$5.67M +$83.8K +375 +2%
FA
400
Flagstar Advisors
New York
$5.65M +$96.5K +432 +2%