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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
526
ORG Partners
Indiana
$3.21M +$1.43M +6,800 +81%
CAM
527
Concorde Asset Management
Michigan
$3.2M +$541K +2,582 +21%
CB
528
Cadence Bank
Mississippi
$3.19M +$11.7K +56 +0.4%
GC
529
Garde Capital
Washington
$3.19M -$308K -1,470 -9%
XPN
530
XY Planning Network
Montana
$3.14M +$2.82M +13,458 +989%
ADL
531
Asset Dedication LLC
California
$3.11M +$527K +2,516 +21%
MBWA
532
Marin Bay Wealth Advisors
California
$3.11M +$3.07M +14,669 New
ISFAN
533
Investor's Fiduciary Advisor Network
Washington
$3.11M +$1.96M +9,330 +175%
NFG
534
Nations Financial Group
Iowa
$3.11M +$59.5K +284 +2%
TFA
535
Tobias Financial Advisors
Florida
$3.09M -$1.26K -6 -0%
DAS
536
Daybright Advisory Services
Florida
$3.09M +$3.05M +14,548 New
GG
537
GenWealth Group
New Jersey
$3.07M -$3.98K -19 -0.1%
GFP
538
Gryphon Financial Partners
Ohio
$3.05M +$1.89K +9 +0.1%
CA
539
Calton & Associates
Florida
$3.04M +$315K +1,504 +12%
SFG
540
Sovereign Financial Group
Connecticut
$3.04M +$889K +4,240 +42%
Tudor Investment Corp
541
Tudor Investment Corp
Connecticut
$3.03M -$100K -477 -3%
MSWMA
542
Market Street Wealth Management Advisors
Indiana
$3M -$13.2K -63 -0.4%
AC
543
Allstate Corporation
Illinois
$3M
GJIA
544
Glass Jacobson Investment Advisors
Maryland
$2.98M -$24.9K -119 -0.8%
CCA
545
Coign Capital Advisors
Utah
$2.97M +$67.5K +322 +2%
SF
546
SWP Financial
California
$2.97M +$198K +946 +7%
OCA
547
OpenArc Corporate Advisory
Georgia
$2.96M +$2.93M +13,965 New
GWM
548
GSB Wealth Management
Connecticut
$2.95M +$115K +548 +4%
TI
549
Truepoint Inc
Ohio
$2.94M
NL
550
NWAM LLC
Washington
$2.94M -$668K -3,186 -19%