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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
476
Sowell Financial Services
Arkansas
$3.9M +$208K +960 +5%
WWM
477
Western Wealth Management
Colorado
$3.88M +$453K +2,091 +13%
BWA
478
BCU Wealth Advisors
Illinois
$3.88M -$231K -1,069 -6%
PWM
479
Pines Wealth Management
North Carolina
$3.86M -$106K -489 -3%
IAG
480
Investment Advisory Group
Massachusetts
$3.81M +$17.8K +82 +0.5%
DWT
481
Dorsey & Whitney Trust
South Dakota
$3.79M
PFA
482
Pinnacle Family Advisors
Missouri
$3.78M -$9.31K -43 -0.2%
VFA
483
Valeo Financial Advisors
Indiana
$3.78M -$311K -1,438 -7%
TCIIS
484
TIAA-CREF Individual & Institutional Services
New York
$3.77M +$3.87M +17,857 New
BFS
485
Bare Financial Services
Pennsylvania
$3.77M -$120K -554 -3%
MFG
486
Magnus Financial Group
New York
$3.74M -$681K -3,144 -15%
EL
487
EQ LLC
Washington
$3.72M +$178K +821 +5%
SIA
488
Sage Investment Advisers
New York
$3.71M -$253K -1,170 -6%
RWM
489
Ritholtz Wealth Management
New York
$3.69M -$97.7K -451 -3%
AWA
490
Alta Wealth Advisors
Massachusetts
$3.67M +$1.24M +5,713 +49%
GAM
491
Gemmer Asset Management
California
$3.66M -$164K -757 -4%
ADL
492
Asset Dedication LLC
California
$3.59M +$508K +2,347 +16%
EWM
493
Evercore Wealth Management
New York
$3.52M
CIM
494
Capital Investment Management
Missouri
$3.52M -$457K -2,109 -11%
GPW
495
Gray Private Wealth
Massachusetts
$3.5M -$18K -83 -0.5%
FWP
496
Forefront Wealth Partners
Texas
$3.5M +$211K +973 +6%
RWM
497
RKL Wealth Management
Pennsylvania
$3.49M -$184K -852 -5%
NPT
498
National Philanthropic Trust
Pennsylvania
$3.49M -$49.4K -228 -1%
SIA
499
Stegner Investment Associates
Kentucky
$3.43M -$9.96K -46 -0.3%
Principal Financial Group
500
Principal Financial Group
Iowa
$3.43M -$1.2M -5,542 -25%