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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMM
101
Berkshire Money Management
Massachusetts
$29.8M +$3.84M +20,597 +16%
QIM
102
Quest Investment Management
Oregon
$29.5M
CCM
103
Condor Capital Management
New Jersey
$29M +$74.7K +401 +0.3%
MCWS
104
McKinley Carter Wealth Services
West Virginia
$28.9M -$1.13M -6,064 -4%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$28.5M +$3.25M +17,442 +14%
MAM
106
MMA Asset Management
Pennsylvania
$28.2M -$1.47M -7,915 -5%
SW
107
SteelPeak Wealth
California
$27.7M +$3.54M +18,998 +15%
SWP
108
Stratos Wealth Partners
Ohio
$27M +$692K +3,717 +3%
PWM
109
Praetorian Wealth Management
California
$26.7M -$39.4M -211,506 -61%
GSWM
110
Greenup Street Wealth Management
Michigan
$26.7M +$1.39M +7,458 +6%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$26.5M +$535K +2,873 +2%
SHJ
112
Sharkey, Howes & Javer
Colorado
$26.3M +$1.95M +10,494 +8%
BCI
113
Brinker Capital Investments
Pennsylvania
$26.1M +$4.83M +25,956 +24%
AWS
114
Atria Wealth Solutions
New York
$25.7M -$21.5M -115,297 -47%
GIA
115
Gladstone Institutional Advisory
Florida
$25.7M +$1.65M +8,836 +7%
JWA
116
JFS Wealth Advisors
Pennsylvania
$25.3M -$151K -813 -0.6%
SHIM
117
Stone House Investment Management
Pennsylvania
$25.2M +$3.16M +16,969 +15%
DSA
118
Droms Strauss Advisors
Missouri
$25.1M +$203K +1,090 +0.9%
WA
119
Waverly Advisors
Alabama
$25.1M +$1.11M +5,938 +5%
PGFC
120
Peapack-Gladstone Financial Corp
New Jersey
$24.9M +$2.27M +12,167 +11%
EL
121
EWA LLC
Pennsylvania
$24.4M -$2.02M -10,852 -8%
PS
122
Principal Securities
Iowa
$24.3M -$3.57M -19,156 -13%
SWM
123
Spire Wealth Management
Virginia
$24.2M -$6.2M -33,286 -21%
FHB
124
First Hawaiian Bank
Hawaii
$23.6M -$635K -3,410 -3%
DI
125
DDFG Inc
California
$23.5M +$701K +3,763 +3%