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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Ritholtz Wealth Management
New York
$3.77M -$195K -875 -5%
IFG
502
Independent Financial Group
California
$3.77M +$241K +1,077 +7%
GSWM
503
Golden State Wealth Management
California
$3.72M +$1.14M +5,099 +45%
CBU
504
CIBC Bancorp USA
Illinois
$3.72M +$42K +188 +1%
GPW
505
Gray Private Wealth
Massachusetts
$3.7M -$68.4K -306 -2%
RWM
506
RKL Wealth Management
Pennsylvania
$3.7M -$56.5K -253 -2%
UBS AM
507
UBS AM
Illinois
$3.69M -$4M -17,899 -52%
MT
508
Midwest Trust
Kansas
$3.66M +$47.1K +211 +1%
SIA
509
Stegner Investment Associates
Kentucky
$3.65M -$38.4K -172 -1%
VAG
510
VisionPoint Advisory Group
Texas
$3.65M +$2.95M +13,224 +463%
SAI
511
Savvy Advisors Inc
New York
$3.64M +$817K +3,656 +30%
WP
512
WealthPLAN Partners
Nebraska
$3.63M -$807K -3,614 -18%
SAM
513
Sequent Asset Management
Texas
$3.62M -$14.3K -64 -0.4%
GSC
514
G&S Capital
Colorado
$3.6M +$3.54M +15,864 New
ZS
515
Zenith Solutions
Pennsylvania
$3.55M +$3.49M +15,621 New
CCA
516
Coign Capital Advisors
Utah
$3.53M +$200K +894 +6%
NFG
517
Nations Financial Group
Iowa
$3.51M +$153K +685 +5%
NWM
518
Nolet Wealth Management
Texas
$3.5M – – –
BWA
519
BCU Wealth Advisors
Illinois
$3.49M -$664K -2,974 -16%
TRIA
520
Trail Ridge Investment Advisors
Colorado
$3.47M -$56.3K -252 -2%
SWP
521
SIMA Wealth Partners
Virginia
$3.44M -$239K -1,068 -7%
PAA
522
Peregrine Asset Advisers
Oregon
$3.44M -$19K -85 -0.6%
CIM
523
Capital Investment Management
Missouri
$3.43M -$342K -1,529 -9%
GWM
524
GSB Wealth Management
Connecticut
$3.43M +$268K +1,200 +9%
GC
525
Garde Capital
Washington
$3.42M – – –