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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWG
451
Regal Wealth Group
California
$2.09M +$5.46K +34 +0.3%
PCMC
452
Private Capital Management (Colorado)
Colorado
$2.08M +$935K +5,818 +95%
B
453
Bailard
California
$2.07M -$185K -1,149 -9%
NWM
454
Napa Wealth Management
California
$2.07M +$1.91M +11,901 New
GPWA
455
Great Point Wealth Advisors
Massachusetts
$2.06M – – –
EWM
456
EPG Wealth Management
Georgia
$2.05M -$23.8K -148 -1%
WA
457
WBH Advisory
Maryland
$2.05M -$513K -3,190 -21%
Bessemer Group
458
Bessemer Group
New Jersey
$2.04M – – –
CP
459
Coho Partners
Pennsylvania
$2.04M +$1.88M +11,718 New
TCBWMS
460
Texas Capital Bank Wealth Management Services
Texas
$2.04M -$16.5M -102,569 -90%
NL
461
NWAM LLC
Washington
$2.03M +$42K +261 +2%
AWM
462
Able Wealth Management
New Jersey
$2.03M +$1.87M +11,651 New
WDG
463
Wealth Dimensions Group
Ohio
$2.02M -$8.2K -51 -0.4%
CIBC World Market
464
CIBC World Market
Ontario, Canada
$2.02M +$783K +4,872 +72%
APP
465
Avantax Planning Partners
Iowa
$2.02M -$204K -1,272 -10%
RJT
466
Raymond James Trust
Florida
$2.01M -$35.8K -223 -2%
SIC
467
Salem Investment Counselors
North Carolina
$2.01M -$12.9K -80 -0.7%
AG
468
AlTi Global
New York
$1.99M +$1.84M +11,447 New
TIM
469
Thompson Investment Management
Wisconsin
$1.96M +$843K +5,243 +87%
LF
470
Lee Financial
Texas
$1.96M -$234K -1,456 -11%
GWM
471
GSB Wealth Management
Connecticut
$1.95M +$46K +286 +3%
RBC
472
Roble Belko & Company
Pennsylvania
$1.94M – – –
RA
473
Rational Advisors
New York
$1.94M +$1.79M +11,156 New
MWA
474
Midland Wealth Advisors
Illinois
$1.93M +$1.79M +11,125 New
MFG
475
Magnus Financial Group
New York
$1.93M -$289K -1,796 -14%