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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DSA
101
Droms Strauss Advisors
Missouri
$21M +$91.5K +566 +0.4%
BFPW
102
BOK Financial Private Wealth
Colorado
$20.2M -$386K -2,388 -2%
AAP
103
Arax Advisory Partners
Colorado
$19.9M +$9.41M +58,242 +82%
CG
104
Colony Group
Massachusetts
$19.4M +$3.47M +21,495 +21%
MCM
105
MV Capital Management
Maryland
$19.4M +$1.18M +7,320 +6%
DI
106
DDFG Inc
California
$19.3M -$400K -2,477 -2%
GSWM
107
Greenup Street Wealth Management
Michigan
$19.3M +$816K +5,047 +4%
LFS
108
Lutz Financial Services
Nebraska
$19.1M -$256K -1,584 -1%
PFO
109
Pathstone Family Office
New Jersey
$19M +$19.8M +122,273 +8,497%
FWMM
110
Foundation Wealth Management (Missouri)
Missouri
$18.6M +$2.01M +12,453 +11%
CM
111
Churchill Management
California
$18.6M -$1.09M -6,759 -5%
WIA
112
World Investment Advisors
California
$18.4M +$18.9M +116,628 +5,055%
TPCW
113
TD Private Client Wealth
New York
$18.3M +$284K +1,754 +1%
QIM
114
Quest Investment Management
Oregon
$18.2M
KL
115
KWMG LLC
Kansas
$17.9M +$104K +646 +0.6%
Creative Planning
116
Creative Planning
Kansas
$17.8M +$970K +6,001 +5%
PAG
117
Private Advisor Group
New Jersey
$17.7M -$5.68M -35,166 -23%
AAS
118
Avantax Advisory Services
Texas
$17.6M -$2.24M -13,867 -11%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$17.6M +$907K +5,613 +5%
TCBWMS
120
Texas Capital Bank Wealth Management Services
Texas
$17.6M -$1.92M -11,848 -9%
ISWM
121
Independent Solutions Wealth Management
New York
$17.5M -$2.06M -12,720 -10%
GW
122
GW & Wade
Massachusetts
$17.2M +$530K +3,281 +3%
JWA
123
JFS Wealth Advisors
Pennsylvania
$16.9M +$493K +3,051 +3%
AA
124
Alesco Advisors
New York
$16.7M -$915K -5,660 -5%
Millennium Management
125
Millennium Management
New York
$16.7M +$12.3M +76,150 +236%