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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWG
451
Shared Vision Wealth Group
United States
$2.92M +$262K +1,436 +10%
DWA
452
Dorsey Wright & Associates
California
$2.91M -$32.6K -179 -1%
TCM
453
Telos Capital Management
California
$2.9M -$159K -873 -5%
MSWMA
454
Market Street Wealth Management Advisors
Indiana
$2.89M -$97.6K -536 -3%
KV
455
Kickstand Ventures
New York
$2.86M +$815K +4,477 +40%
OWMIAS
456
One Wealth Management Investment & Advisory Services
Florida
$2.85M +$97.8K +537 +4%
OFG
457
Oxford Financial Group
Indiana
$2.81M – – –
TFGT
458
TS Financial Group (TSFG)
Illinois
$2.81M -$6.96M -38,215 -71%
SQA
459
Simon Quick Advisors
New Jersey
$2.78M -$90.7K -498 -3%
SHA
460
Seneca House Advisors
Virginia
$2.76M -$119K -651 -4%
EIP
461
Ellis Investment Partners
Pennsylvania
$2.75M -$141K -774 -5%
HPM
462
Hoxton Planning & Management
West Virginia
$2.74M +$50.5K +277 +2%
FPAS
463
Focus Partners Advisor Solutions
Missouri
$2.73M +$244K +1,338 +10%
GG
464
GenWealth Group
New Jersey
$2.71M +$15.7K +86 +0.6%
GWP
465
Gen-Wealth Partners
Michigan
$2.7M +$93.6K +514 +4%
GJIA
466
Glass Jacobson Investment Advisors
Maryland
$2.7M +$66.1K +363 +3%
AWM
467
Avior Wealth Management
Nebraska
$2.7M -$202K -1,109 -7%
MCA
468
MSH Capital Advisors
Arizona
$2.66M +$254K +1,395 +11%
SIA
469
Sage Investment Advisers
New York
$2.63M +$338K +1,858 +15%
SCA
470
Southern Capital Advisors
Tennessee
$2.63M +$7.47K +41 +0.3%
EWA
471
ERTS Wealth Advisors
Michigan
$2.63M -$263K -1,446 -9%
SCM
472
SOL Capital Management
Maryland
$2.62M +$6.38K +35 +0.2%
MBI
473
May Barnhard Investments
Maryland
$2.62M +$11.5K +63 +0.4%
SAM
474
Sequent Asset Management
Texas
$2.62M -$4.74K -26 -0.2%
Principal Financial Group
475
Principal Financial Group
Iowa
$2.61M +$33.3K +183 +1%