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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
426
WealthPoint Financial
North Carolina
$4.81M +$4.75M +22,661 New
AssetMark Inc
427
AssetMark Inc
California
$4.79M +$1.1M +5,244 +30%
AWP
428
Ascent Wealth Partners
New York
$4.78M +$55.7K +266 +1%
HW
429
Hancock Whitney
Mississippi
$4.76M +$754K +3,600 +19%
LWL
430
Leo Wealth LLC
Texas
$4.74M +$3.88M +18,529 +486%
CPIG
431
Chicago Partners Investment Group
Illinois
$4.73M -$103K -490 -2%
BCWM
432
Bartlett & Co Wealth Management
Ohio
$4.72M +$57K +272 +1%
WP
433
WealthPLAN Partners
Nebraska
$4.72M +$1.35M +6,447 +41%
PBO
434
Peoples Bank (Ohio)
Ohio
$4.69M -$57.6K -275 -1%
CA
435
Chatterton & Associates
California
$4.65M +$4.6M +21,945 New
FCBT
436
First Citizens Bank & Trust
North Carolina
$4.65M +$1.11M +5,276 +32%
PCIA
437
Prime Capital Investment Advisors
Kansas
$4.62M +$485K +2,312 +12%
Principal Financial Group
438
Principal Financial Group
Iowa
$4.62M +$1.57M +7,474 +52%
RSF
439
Rik Saylor Financial
Ohio
$4.61M -$113K -538 -2%
SCM
440
Stordahl Capital Management
Colorado
$4.58M -$31.6K -151 -0.7%
GWAM
441
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.56M -$446K -2,126 -9%
ACM
442
Absolute Capital Management
Pennsylvania
$4.56M +$2.63M +12,557 +141%
AIA
443
Arcadia Investment Advisors
Idaho
$4.53M -$215K -1,028 -5%
FRA
444
FFG Retirement Advisors
Colorado
$4.53M +$31.2K +149 +0.7%
JHCP
445
Jackson Hole Capital Partners
Oklahoma
$4.48M +$100K +478 +2%
BIG
446
Bush Investment Group
Georgia
$4.44M +$1.35M +6,450 +45%
HWA
447
Hilltop Wealth Advisors
North Carolina
$4.43M -$91.4K -436 -2%
ST
448
Smithfield Trust
Pennsylvania
$4.43M
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$4.43M -$603K -2,879 -12%
KV
450
Kickstand Ventures
New York
$4.43M +$792K +3,780 +22%