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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
601
Golden State Wealth Management
California
$2.38M +$1.04M +4,800 +74%
RBC
602
Roble Belko & Company
Pennsylvania
$2.37M – – –
Bessemer Group
603
Bessemer Group
New Jersey
$2.36M +$54.3K +251 +2%
YWM
604
Yukon Wealth Management
Kansas
$2.36M +$110K +510 +5%
FPW
605
Fairvoy Private Wealth
Alabama
$2.36M +$1.95M +9,004 +414%
CFG
606
Cassilly Financial Group
Maryland
$2.36M +$75.8K +350 +3%
TCA
607
Transcend Capital Advisors
New Jersey
$2.35M -$157K -725 -6%
SAW
608
Signal Advisors Wealth
Michigan
$2.34M -$158K -732 -6%
TWP
609
Tempus Wealth Planning
California
$2.33M +$779K +3,596 +48%
TIM
610
Total Investment Management
Arizona
$2.33M +$51.8K +239 +2%
WDG
611
Wealth Dimensions Group
Ohio
$2.32M -$82.9K -383 -3%
AL
612
ARWA LLC
Texas
$2.31M +$781K +3,609 +51%
1CP
613
17 Capital Partners
Arizona
$2.31M +$190K +878 +9%
G
614
GenTrust
Florida
$2.3M – – –
SDWMA
615
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.3M – – –
UAG
616
United Advisor Group
Ohio
$2.29M +$53.7K +248 +2%
MWM
617
Marietta Wealth Management
Georgia
$2.27M +$433 +2 +0%
AWP
618
Axis Wealth Partners
Rhode Island
$2.21M -$210K -972 -8%
ICP
619
Interchange Capital Partners
Pennsylvania
$2.21M -$1.44M -6,653 -37%
Fisher Asset Management
620
Fisher Asset Management
Washington
$2.19M -$102K -470 -4%
AWM
621
Able Wealth Management
New Jersey
$2.18M +$26.9K +124 +1%
FAL
622
Focused Alpha LLC
Colorado
$2.18M +$72.1K +333 +3%
FFO
623
Fortitude Family Office
Arizona
$2.17M -$21.4K -99 -1%
WT
624
Whittier Trust
California
$2.15M -$19.5K -90 -0.9%
CL
625
CLG LLC
California
$2.14M +$5.41K +25 +0.2%