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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
126
Broadview Financial Management
Wisconsin
$7.22M +$259K +2,180 +3%
BAAM
127
Baker Avenue Asset Management
California
$7.18M -$27.5M -230,831 -76%
BS
128
Banco Santander
Spain
$7.12M -$407K -3,422 -4%
CA
129
Centerpoint Advisors
Massachusetts
$6.85M +$602K +5,058 +8%
BOS
130
Bank of Stockton
California
$6.81M +$310K +2,607 +4%
SI
131
Stephens Inc
Arkansas
$6.72M +$350K +2,945 +4%
WP
132
WealthPLAN Partners
Nebraska
$6.57M +$7.41M +62,267 +2,777%
FAIM
133
Financial Advocates Investment Management
Washington
$6.53M -$3.84M -32,273 -32%
GL
134
Graypoint LLC
New York
$6.37M +$7.88M +66,222 New
SEI Investments
135
SEI Investments
Pennsylvania
$6.24M -$325K -2,735 -4%
Bank of New York Mellon
136
Bank of New York Mellon
New York
$6.15M -$389K -3,269 -5%
MGIA
137
Matthew Goff Investment Advisor
Texas
$5.93M +$2.42M +20,313 +49%
VR
138
Viridian RIA
Washington
$5.9M -$379K -3,188 -5%
AIM
139
Acropolis Investment Management
Missouri
$5.89M -$52.7K -443 -0.7%
Truist Financial
140
Truist Financial
North Carolina
$5.88M -$714 -6 -0%
CWM
141
Calamos Wealth Management
Illinois
$5.86M -$8.45M -70,982 -54%
EPP
142
ETF Portfolio Partners
Kansas
$5.78M -$6.5M -54,638 -48%
TPWA
143
TRUE Private Wealth Advisors
Oregon
$5.69M -$12.1M -101,469 -63%
AMG
144
Asset Management Group
Connecticut
$5.46M -$123K -1,032 -2%
BOTW
145
Bank of the West
California
$5.42M +$464K +3,900 +7%
AF
146
Advisornet Financial
Minnesota
$5.38M +$637K +5,350 +11%
WWM
147
Western Wealth Management
Colorado
$5.36M -$424K -3,565 -6%
IWA
148
Independence Wealth Advisors
Virginia
$5.34M +$30.7K +258 +0.5%
FTUS
149
Flow Traders U.S.
New York
$5.28M +$6.53M +54,860 New
LWA
150
LWS Wealth Advisors
New Jersey
$5.28M -$1.47M -12,385 -18%