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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
101
&Partners
Tennessee
$39.1M +$9.72M +46,381 +34%
BCI
102
Brinker Capital Investments
Pennsylvania
$39.1M +$11.3M +53,878 +41%
FWMM
103
Foundation Wealth Management (Missouri)
Missouri
$38.6M -$706K -3,367 -2%
FFA
104
Farther Finance Advisors
California
$37.6M +$13.5M +64,564 +57%
PFM
105
Phillips Financial Management
Indiana
$37.5M -$501K -2,390 -1%
EWA
106
Encompass Wealth Advisors
Oregon
$36.6M +$394K +1,882 +1%
HFA
107
High Falls Advisors
New York
$35.4M +$10.4M +49,419 +42%
FLA
108
Financial Life Advisors
Texas
$35.2M -$1.44M -6,859 -4%
EL
109
EWA LLC
Pennsylvania
$35.1M +$7.39M +35,252 +27%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$35.1M +$1.76M +8,408 +5%
WA
111
Wealth Alliance
New York
$35.1M +$7.29M +34,786 +27%
NP
112
NorthRock Partners
Minnesota
$34.7M +$13.3M +63,566 +64%
GT
113
Greenleaf Trust
Michigan
$34.2M +$705K +3,363 +2%
Creative Planning
114
Creative Planning
Kansas
$34M +$1.24M +5,896 +4%
PFA
115
Pettinga Financial Advisors
Indiana
$33.9M +$8.31M +39,656 +33%
PIA
116
Powell Investment Advisors
Florida
$33M -$88K -420 -0.3%
SFO
117
Stokes Family Office
Louisiana
$32.8M +$8.58M +40,938 +36%
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$32.4M +$4.58M +21,863 +17%
BMM
119
Berkshire Money Management
Massachusetts
$32.3M +$55.1K +263 +0.2%
IA
120
Integrity Alliance
Iowa
$32.3M +$8.98M +42,866 +39%
SWP
121
Stratos Wealth Partners
Ohio
$32.2M +$411K +1,962 +1%
QIM
122
Quest Investment Management
Oregon
$32M
HGWM
123
Horst & Graben Wealth Management
Oregon
$31.9M +$9.24M +44,089 +42%
CCM
124
Condor Capital Management
New Jersey
$31.6M -$472K -2,251 -1%
GRP
125
Global Retirement Partners
California
$31.6M +$11.2M +53,375 +56%