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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
501
Magnus Financial Group
New York
$2.82M +$467K +2,352 +19%
GJIA
502
Glass Jacobson Investment Advisors
Maryland
$2.81M -$22.2K -112 -0.8%
LWA
503
Lifelong Wealth Advisors
Minnesota
$2.79M +$2.9M +14,632 New
PCH
504
PGIM Custom Harvest
New Jersey
$2.78M +$61.1K +308 +2%
LA
505
Lane & Associates
New Jersey
$2.77M +$245K +1,237 +10%
GG
506
GenWealth Group
New Jersey
$2.76M -$48.2K -243 -2%
SW
507
SoFi Wealth
California
$2.76M +$2.87M +14,457 New
FWA
508
Flagship Wealth Advisors
Massachusetts
$2.75M +$2.86M +14,426 New
KV
509
Kickstand Ventures
New York
$2.74M +$1.98K +10 +0.1%
AWM
510
Axxcess Wealth Management
California
$2.73M +$686K +3,458 +32%
TPWA
511
TRUE Private Wealth Advisors
Oregon
$2.72M -$722K -3,638 -20%
TIM
512
Thompson Investment Management
Wisconsin
$2.71M +$153K +771 +6%
CWM
513
Certus Wealth Management
California
$2.68M +$26K +131 +1%
BJL
514
Brighton Jones LLC
Washington
$2.68M +$22.2K +112 +0.8%
GFP
515
Gryphon Financial Partners
Ohio
$2.64M +$1.59K +8 +0.1%
BOH
516
Bank of Hawaii
Hawaii
$2.64M
AWM
517
Avior Wealth Management
Nebraska
$2.64M -$44.8K -226 -2%
FRA
518
FFG Retirement Advisors
Colorado
$2.63M +$68.6K +346 +3%
MBI
519
May Barnhard Investments
Maryland
$2.63M +$1.78K +9 +0.1%
AFPL
520
Advus Financial Partners, LLC
Florida
$2.62M +$1.09M +5,502 +67%
TPWA
521
Twin Peaks Wealth Advisors
California
$2.61M +$371K +1,873 +16%
PCIG
522
Partners Capital Investment Group
Massachusetts
$2.61M -$2.68M -13,518 -50%
Renaissance Technologies
523
Renaissance Technologies
New York
$2.58M -$1.82M -9,200 -41%
SCM
524
Saxony Capital Management
Missouri
$2.57M +$2.67M +13,477 New
NFG
525
Nations Financial Group
Iowa
$2.57M -$2.57M -12,969 -49%