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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
ERTS Wealth Advisors
Michigan
$2.12M -$226K -1,494 -10%
KPWS
402
Kestra Private Wealth Services
Texas
$2.12M +$801K +5,300 +61%
IA
403
IFP Advisors
Florida
$2.1M -$45.6K -302 -2%
GCM
404
Gables Capital Management
Florida
$2.1M
GFP
405
Gryphon Financial Partners
Ohio
$2.09M +$1.06K +7 +0.1%
MCA
406
MSH Capital Advisors
Arizona
$2.09M -$4.99K -33 -0.2%
TWM
407
Tolleson Wealth Management
Texas
$2.08M
WP
408
WealthSource Partners
California
$2.06M -$92.3K -611 -4%
LNC
409
Lincoln National Corp
Pennsylvania
$2.05M +$22.2K +147 +1%
TWP
410
Total Wealth Planning
Ohio
$2.04M -$14.8K -98 -0.7%
SIC
411
Sigma Investment Counselors
Michigan
$2.03M
PP
412
Paloma Partners
Connecticut
$2.02M +$2.01M +13,304 New
AF
413
AtlasMark Financial
Texas
$2.01M +$2M +13,263 New
CWM
414
Castle Wealth Management
Florida
$2.01M -$13.1K -87 -0.7%
LF
415
Lee Financial
Texas
$2.01M -$91.4K -605 -4%
PCIG
416
Partners Capital Investment Group
Massachusetts
$2.01M -$467K -3,090 -19%
APP
417
Avantax Planning Partners
Iowa
$1.99M -$3.48K -23 -0.2%
MFG
418
Magnus Financial Group
New York
$1.99M -$784K -5,190 -28%
SWA
419
Strategies Wealth Advisors
Michigan
$1.98M +$882K +5,834 +81%
SFS
420
Security Financial Services
Indiana
$1.97M -$750K -4,966 -28%
ONB
421
Old National Bancorp
Indiana
$1.97M -$356K -2,355 -15%
FCBT
422
First Citizens Bank & Trust
North Carolina
$1.97M -$957K -6,331 -33%
Bessemer Group
423
Bessemer Group
New Jersey
$1.97M -$233K -1,540 -11%
BTI
424
Blue Trust Inc
Georgia
$1.96M +$148K +981 +8%
MCC
425
Money Concepts Capital
Florida
$1.94M +$16.7M +110,187 +1,530%