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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
501
Glass Jacobson Investment Advisors
Maryland
$2.81M – – –
MSWMA
502
Market Street Wealth Management Advisors
Indiana
$2.81M -$21.5K -111 -0.7%
TIM
503
Thompson Investment Management
Wisconsin
$2.8M +$97.5K +504 +4%
RA
504
RFG Advisory
Alabama
$2.78M -$1.86M -9,632 -40%
MG
505
Mather Group
Illinois
$2.77M +$966K +4,991 +52%
DWA
506
Davis Wealth Advisors
New Hampshire
$2.76M +$936K +4,837 +50%
GG
507
GenWealth Group
New Jersey
$2.75M -$4.84K -25 -0.2%
PCH
508
PGIM Custom Harvest
New Jersey
$2.75M -$25.5K -132 -0.9%
GFP
509
Gryphon Financial Partners
Ohio
$2.73M +$92.9K +480 +3%
Principal Financial Group
510
Principal Financial Group
Iowa
$2.71M -$144K -743 -5%
FWA
511
Flagship Wealth Advisors
Massachusetts
$2.68M -$66.2K -342 -2%
CF
512
Centaurus Financial
California
$2.66M -$3.79M -19,610 -58%
LA
513
Lane & Associates
New Jersey
$2.65M -$39.3K -203 -1%
SAM
514
Sequent Asset Management
Texas
$2.62M -$533K -2,753 -17%
AWM
515
Avior Wealth Management
Nebraska
$2.62M -$18.4K -95 -0.7%
TPWA
516
TRUE Private Wealth Advisors
Oregon
$2.59M -$129K -666 -5%
RWS
517
Retirement Wealth Solutions
Wisconsin
$2.56M +$1.66M +8,583 +177%
IA
518
IFG Advisory
Georgia
$2.55M +$802K +4,145 +45%
GCM
519
Gables Capital Management
Florida
$2.54M – – –
BAM
520
Brave Asset Management
New Jersey
$2.53M -$22.6K -117 -0.9%
NAAA
521
New Age Alpha Advisors
New York
$2.52M +$2.56M +13,244 New
WP
522
WealthPLAN Partners
Nebraska
$2.52M +$601K +3,108 +31%
EIP
523
Ellis Investment Partners
Pennsylvania
$2.52M -$473K -2,444 -16%
AFS
524
AFG Fiduciary Services
Massachusetts
$2.5M +$834K +4,309 +45%
PAS
525
PKS Advisory Services
New York
$2.5M -$677K -3,497 -21%