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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
501
Golden State Wealth Management
California
$3.72M +$1.14M +5,099 +45%
CBU
502
CIBC Bancorp USA
Illinois
$3.72M +$42K +188 +1%
GPW
503
Gray Private Wealth
Massachusetts
$3.7M -$68.4K -306 -2%
RWM
504
RKL Wealth Management
Pennsylvania
$3.7M -$56.5K -253 -2%
UBS AM
505
UBS AM
Illinois
$3.69M -$4M -17,899 -52%
MT
506
Midwest Trust
Kansas
$3.66M +$47.1K +211 +1%
SIA
507
Stegner Investment Associates
Kentucky
$3.65M -$38.4K -172 -1%
VAG
508
VisionPoint Advisory Group
Texas
$3.65M +$2.95M +13,224 +463%
SAI
509
Savvy Advisors Inc
New York
$3.64M +$817K +3,656 +30%
WP
510
WealthPLAN Partners
Nebraska
$3.63M -$807K -3,614 -18%
SAM
511
Sequent Asset Management
Texas
$3.62M -$14.3K -64 -0.4%
GSC
512
G&S Capital
Colorado
$3.6M +$3.54M +15,864 New
ZS
513
Zenith Solutions
Pennsylvania
$3.55M +$3.49M +15,621 New
CCA
514
Coign Capital Advisors
Utah
$3.53M +$200K +894 +6%
NFG
515
Nations Financial Group
Iowa
$3.51M +$153K +685 +5%
NWM
516
Nolet Wealth Management
Texas
$3.5M
BWA
517
BCU Wealth Advisors
Illinois
$3.49M -$664K -2,974 -16%
TRIA
518
Trail Ridge Investment Advisors
Colorado
$3.47M -$56.3K -252 -2%
SWP
519
SIMA Wealth Partners
Virginia
$3.44M -$239K -1,068 -7%
PAA
520
Peregrine Asset Advisers
Oregon
$3.44M -$19K -85 -0.6%
CIM
521
Capital Investment Management
Missouri
$3.43M -$342K -1,529 -9%
GWM
522
GSB Wealth Management
Connecticut
$3.43M +$268K +1,200 +9%
GC
523
Garde Capital
Washington
$3.42M
SIAS
524
Summit Investment Advisory Services
Minnesota
$3.41M -$51.2K -229 -2%
FCBT
525
First Citizens Bank & Trust
North Carolina
$3.41M -$248K -1,109 -7%