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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
501
Tobias Financial Advisors
Florida
$2.83M -$74.4K -375 -2%
MFG
502
Magnus Financial Group
New York
$2.82M +$467K +2,352 +19%
GJIA
503
Glass Jacobson Investment Advisors
Maryland
$2.81M -$22.2K -112 -0.8%
LWA
504
Lifelong Wealth Advisors
Minnesota
$2.79M +$2.9M +14,632 New
PCH
505
PGIM Custom Harvest
New Jersey
$2.78M +$61.1K +308 +2%
LA
506
Lane & Associates
New Jersey
$2.77M +$245K +1,237 +10%
GG
507
GenWealth Group
New Jersey
$2.76M -$48.2K -243 -2%
SW
508
SoFi Wealth
California
$2.76M +$2.87M +14,457 New
FWA
509
Flagship Wealth Advisors
Massachusetts
$2.75M +$2.86M +14,426 New
KV
510
Kickstand Ventures
New York
$2.74M +$1.98K +10 +0.1%
AWM
511
Axxcess Wealth Management
California
$2.73M +$686K +3,458 +32%
TPWA
512
TRUE Private Wealth Advisors
Oregon
$2.72M -$722K -3,638 -20%
TIM
513
Thompson Investment Management
Wisconsin
$2.71M +$153K +771 +6%
CWM
514
Certus Wealth Management
California
$2.68M +$26K +131 +1%
BJL
515
Brighton Jones LLC
Washington
$2.68M +$22.2K +112 +0.8%
GFP
516
Gryphon Financial Partners
Ohio
$2.64M +$1.59K +8 +0.1%
BOH
517
Bank of Hawaii
Hawaii
$2.64M – – –
AWM
518
Avior Wealth Management
Nebraska
$2.64M -$44.8K -226 -2%
FRA
519
FFG Retirement Advisors
Colorado
$2.63M +$68.6K +346 +3%
MBI
520
May Barnhard Investments
Maryland
$2.63M +$1.78K +9 +0.1%
AFP
521
Advus Financial Partners
Florida
$2.62M +$1.09M +5,502 +67%
TPWA
522
Twin Peaks Wealth Advisors
California
$2.61M +$371K +1,873 +16%
PCIG
523
Partners Capital Investment Group
Massachusetts
$2.61M -$2.68M -13,518 -50%
Renaissance Technologies
524
Renaissance Technologies
New York
$2.58M -$1.82M -9,200 -41%
SCM
525
Saxony Capital Management
Missouri
$2.57M +$2.67M +13,477 New