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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
376
First Trust Advisors
Illinois
$5.14M +$110K +556 +2%
WWA
377
WCG Wealth Advisors
Nevada
$5.11M +$117K +592 +2%
VPP
378
Vertex Planning Partners
Illinois
$5.09M +$88.1K +444 +2%
ELC
379
Edgar Lomax Company
Virginia
$4.99M +$1.39M +7,014 +37%
FGWP
380
Founders Grove Wealth Partners
Virginia
$4.96M +$5.15M +25,962 New
DWT
381
Dorsey & Whitney Trust
South Dakota
$4.95M – – –
5W
382
5T Wealth
California
$4.93M +$5.13M +25,845 New
PFS
383
Prospera Financial Services
Texas
$4.93M +$339K +1,710 +7%
OC
384
Oppenheimer & Co
New York
$4.9M +$70.6K +356 +1%
AC
385
Allstate Corporation
Illinois
$4.89M +$1.19M +6,000 +31%
COCM
386
Charter Oak Capital Management
New Hampshire
$4.87M -$135K -679 -3%
OCFG
387
O'Connor Financial Group
Illinois
$4.73M -$224K -1,129 -4%
CWM
388
Cranbrook Wealth Management
Michigan
$4.73M -$14.9K -75 -0.3%
SIA
389
Soltis Investment Advisors
Utah
$4.71M -$3.04M -15,323 -38%
WAL
390
W Advisors LLC
Tennessee
$4.66M -$331K -1,671 -6%
HWA
391
Hilltop Wealth Advisors
North Carolina
$4.64M -$140K -706 -3%
RA
392
RFG Advisory
Alabama
$4.62M -$387K -1,949 -7%
BCWM
393
Bartlett & Co Wealth Management
Ohio
$4.6M -$261K -1,315 -5%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$4.58M -$296K -1,492 -6%
IP
395
Investment Partners
Ohio
$4.56M -$11.1K -56 -0.2%
SCM
396
SCS Capital Management
Massachusetts
$4.55M – – –
AL
397
ACAS LLC
California
$4.52M -$42.6K -215 -0.9%
SWM
398
SigFig Wealth Management
California
$4.51M +$185K +935 +4%
RWS
399
Resolute Wealth Strategies
Mississippi
$4.5M -$152K -768 -3%
AIA
400
Arcadia Investment Advisors
Idaho
$4.5M -$226K -1,140 -5%