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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
426
Twin Peaks Wealth Advisors
California
$3.85M +$1.5M +7,750 +57%
PPC
427
Park Place Capital
Alabama
$3.84M -$407K -2,104 -9%
AC
428
Allstate Corporation
Illinois
$3.84M -$1.06M -5,482 -21%
BWMG
429
Barnes Wealth Management Group
California
$3.83M +$990K +5,118 +34%
HIA
430
Harbor Investment Advisory
Maryland
$3.82M +$2.9K +15 +0.1%
GB
431
Gunma Bank
Japan
$3.81M -$2.71M -14,000 -41%
BFS
432
Bare Financial Services
Pennsylvania
$3.81M -$65.2K -337 -2%
AC
433
Anson Capital
Georgia
$3.79M +$372K +1,920 +11%
RWM
434
RKL Wealth Management
Pennsylvania
$3.77M -$645K -3,334 -14%
DSA
435
Davis Selected Advisers
Arizona
$3.76M -$34.3M -177,463 -90%
AWP
436
Axis Wealth Partners
Rhode Island
$3.7M +$2.52M +13,037 +204%
DWT
437
Dorsey & Whitney Trust
South Dakota
$3.69M -$1.26M -6,536 -25%
BCM
438
BTC Capital Management
Iowa
$3.63M -$44.1K -228 -1%
RL
439
Rogco LP
Oklahoma
$3.61M +$45.1K +233 +1%
TFG
440
Tilson Financial Group
New Jersey
$3.58M +$18.8K +97 +0.5%
Jane Street
441
Jane Street
New York
$3.56M +$2.49M +12,851 +220%
SCA
442
St. Clair Advisors
Ohio
$3.55M – – –
SWA
443
Stratos Wealth Advisors
Ohio
$3.55M -$3.69M -19,060 -51%
GPW
444
Gray Private Wealth
Massachusetts
$3.55M -$53.2K -275 -1%
AC
445
AlphaCore Capital
California
$3.55M +$3.61M +18,641 New
AAS
446
Ameritas Advisory Services
Nebraska
$3.51M -$745K -3,850 -17%
TIAA Trust, National Association
447
TIAA Trust, National Association
North Carolina
$3.45M +$97.9K +506 +3%
GC
448
Garde Capital
Washington
$3.45M – – –
IAG
449
Investment Advisory Group
Massachusetts
$3.42M +$61.7K +319 +2%
MCA
450
MSH Capital Advisors
Arizona
$3.39M +$218K +1,127 +7%