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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWA
526
FORM Wealth Advisors
Wisconsin
$3.37M -$161K -722 -5%
SHA
527
Seneca House Advisors
Virginia
$3.35M -$94.9K -425 -3%
GFP
528
Gryphon Financial Partners
Ohio
$3.31M -$19.2K -86 -0.6%
NL
529
NWAM LLC
Washington
$3.31M +$144K +646 +5%
VPF
530
Vantage Point Financial
Illinois
$3.26M +$125K +559 +4%
SCA
531
St. Clair Advisors
Ohio
$3.22M -$73.7K -330 -2%
ICP
532
Interchange Capital Partners
Pennsylvania
$3.19M +$562K +2,515 +22%
CAG
533
Crestwood Advisors Group
Massachusetts
$3.18M +$72.6K +325 +2%
PCH
534
PGIM Custom Harvest
New Jersey
$3.17M +$150K +673 +5%
RW
535
Regimen Wealth
Georgia
$3.17M -$25.5K -114 -0.8%
OCA
536
OpenArc Corporate Advisory
Georgia
$3.16M -$84.4K -378 -3%
MWM
537
Mission Wealth Management
California
$3.14M +$1.05M +4,685 +51%
Principal Financial Group
538
Principal Financial Group
Iowa
$3.13M -$551K -2,466 -15%
DADC
539
D.A. Davidson & Co
Montana
$3.12M -$358K -1,602 -10%
JMA
540
J.M. Arbour
Maine
$3.11M -$505K -2,261 -14%
BIG
541
Brookwood Investment Group
Arizona
$3.1M +$404K +1,810 +15%
AWM
542
Avior Wealth Management
Nebraska
$3.09M -$28.6K -128 -0.9%
MBWA
543
Marin Bay Wealth Advisors
California
$3.09M -$212K -947 -7%
SF
544
SWP Financial
California
$3.08M
BOH
545
Bank of Hawaii
Hawaii
$3.03M +$71.3K +319 +2%
GCM
546
Gables Capital Management
Florida
$3.03M
FCC
547
Florin Court Capital
United Kingdom
$3.02M +$1.59M +7,100 +115%
TI
548
Truepoint Inc
Ohio
$3.02M -$79.3K -355 -3%
WFA
549
Wellspring Financial Advisors
Ohio
$3M +$893 +4 +0%
MAS
550
MPWM Advisory Solutions
Georgia
$2.99M +$213K +954 +8%