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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
526
Trail Ridge Investment Advisors
Colorado
$3.23M +$123K +585 +4%
OP
527
ORG Partners
Indiana
$3.21M +$1.43M +6,800 +81%
CAM
528
Concorde Asset Management
Michigan
$3.2M +$541K +2,582 +21%
CB
529
Cadence Bank
Mississippi
$3.19M +$11.7K +56 +0.4%
GC
530
Garde Capital
Washington
$3.19M -$308K -1,470 -9%
XPN
531
XY Planning Network
Montana
$3.14M +$2.82M +13,458 +989%
ADL
532
Asset Dedication LLC
California
$3.11M +$527K +2,516 +21%
MBWA
533
Marin Bay Wealth Advisors
California
$3.11M +$3.07M +14,669 New
ISFAN
534
Investor's Fiduciary Advisor Network
Washington
$3.11M +$1.96M +9,330 +175%
NFG
535
Nations Financial Group
Iowa
$3.11M +$59.5K +284 +2%
TFA
536
Tobias Financial Advisors
Florida
$3.09M -$1.26K -6 -0%
DAS
537
Daybright Advisory Services
Florida
$3.09M +$3.05M +14,548 New
GG
538
GenWealth Group
New Jersey
$3.07M -$3.98K -19 -0.1%
GFP
539
Gryphon Financial Partners
Ohio
$3.05M +$1.89K +9 +0.1%
CA
540
Calton & Associates
Florida
$3.04M +$315K +1,504 +12%
SFG
541
Sovereign Financial Group
Connecticut
$3.04M +$889K +4,240 +42%
Tudor Investment Corp
542
Tudor Investment Corp
Connecticut
$3.03M -$100K -477 -3%
MSWMA
543
Market Street Wealth Management Advisors
Indiana
$3M -$13.2K -63 -0.4%
AC
544
Allstate Corporation
Illinois
$3M – – –
GJIA
545
Glass Jacobson Investment Advisors
Maryland
$2.98M -$24.9K -119 -0.8%
CCA
546
Coign Capital Advisors
Utah
$2.97M +$67.5K +322 +2%
SF
547
SWP Financial
California
$2.97M +$198K +946 +7%
OCA
548
OpenArc Corporate Advisory
Georgia
$2.96M +$2.93M +13,965 New
GWM
549
GSB Wealth Management
Connecticut
$2.95M +$115K +548 +4%
TI
550
Truepoint Inc
Ohio
$2.94M – – –