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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FLA
101
Financial Life Advisors
Texas
$37M -$892K -3,992 -2%
MCWS
102
McKinley Carter Wealth Services
West Virginia
$36.9M +$507K +2,270 +1%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$36.9M -$3.02M -13,542 -7%
GRP
104
Global Retirement Partners
California
$36.8M +$36.2M +161,930 New
PIA
105
Powell Investment Advisors
Florida
$36.1M +$179K +800 +0.5%
SHJ
106
Sharkey, Howes & Javer
Colorado
$36M -$6.53M -29,248 -16%
SHIM
107
Stone House Investment Management
Pennsylvania
$35.8M -$4.34M -19,429 -11%
GT
108
Greenleaf Trust
Michigan
$35.1M -$334K -1,496 -1%
VT
109
Vise Technologies
New York
$34.6M +$26.1M +117,058 +329%
BMM
110
Berkshire Money Management
Massachusetts
$34.4M +$103K +463 +0.3%
IA
111
IFP Advisors
Florida
$33.8M -$894K -4,004 -3%
CCM
112
Condor Capital Management
New Jersey
$33.7M -$289K -1,295 -0.9%
FFA
113
Farther Finance Advisors
California
$33.1M -$2.71M -12,139 -8%
TWC
114
TD Waterhouse Canada
Ontario, Canada
$32.5M +$1.52M +6,796 +5%
EL
115
EWA LLC
Pennsylvania
$32.2M -$3.09M -13,840 -9%
Citigroup
116
Citigroup
New York
$32.1M +$5.7M +25,514 +22%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$31M +$1.36M +6,074 +5%
BCI
118
Brinker Capital Investments
Pennsylvania
$30.9M -$4.38M -19,595 -13%
BCM
119
Brookstone Capital Management
Illinois
$30.7M -$1.02M -4,569 -3%
TCM
120
Thoma Capital Management
Maryland
$30.1M +$2.6M +11,658 +10%
DSA
121
Droms Strauss Advisors
Missouri
$30.1M +$584K +2,614 +2%
KL
122
KWMG LLC
Kansas
$30M +$1.9M +8,489 +7%
HGWM
123
Horst & Graben Wealth Management
Oregon
$30M -$5.24M -23,451 -15%
SW
124
SteelPeak Wealth
California
$29.9M -$7.64M -34,202 -21%
SC
125
Savant Capital
Illinois
$29.7M +$8.48M +37,979 +42%