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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthPLAN Partners
Nebraska
$7.6M +$118K +1,110 +2%
VR
127
Viridian RIA
Washington
$7.55M +$901K +8,493 +14%
AIA
128
Alera Investment Advisors
Illinois
$7.52M -$961K -9,056 -12%
PWP
129
Personal Wealth Partners
Minnesota
$7.51M -$3.87M -36,519 -34%
BFM
130
Broadview Financial Management
Wisconsin
$7.4M -$703K -6,628 -9%
TRCT
131
Tower Research Capital (TRC)
New York
$7.25M +$6.77M +63,857 +2,060%
SI
132
Stephens Inc
Arkansas
$7.22M -$321K -3,030 -4%
FAIM
133
Financial Advocates Investment Management
Washington
$7.21M -$121K -1,145 -2%
Northern Trust
134
Northern Trust
Illinois
$7.19M -$1.66M -15,685 -19%
Kovitz Investment Group Partners
135
Kovitz Investment Group Partners
Illinois
$7.1M +$1.61M +15,136 +30%
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$6.84M +$2.03M +19,106 +43%
GL
137
Graypoint LLC
New York
$6.83M -$328K -3,087 -5%
AIM
138
Acropolis Investment Management
Missouri
$6.7M +$76.3K +719 +1%
MGIA
139
Matthew Goff Investment Advisor
Texas
$6.58M -$83.8K -790 -1%
SEI Investments
140
SEI Investments
Pennsylvania
$6.58M -$416K -3,924 -6%
Truist Financial
141
Truist Financial
North Carolina
$6.31M -$297K -2,798 -5%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$6.28M -$124K -1,165 -2%
EPP
143
ETF Portfolio Partners
Kansas
$6.23M -$265K -2,502 -4%
AMG
144
Asset Management Group
Connecticut
$6.21M +$64.2K +605 +1%
WWM
145
Western Wealth Management
Colorado
$5.99M -$42.4K -400 -0.7%
FBA
146
Front Barnett Associates
Illinois
$5.87M +$187K +1,762 +3%
PW
147
Peninsula Wealth
California
$5.74M +$3.48M +32,757 +161%
FAN
148
Financial Advisors Network
California
$5.74M +$5.62M +53,001 New
GIA
149
Gladstone Institutional Advisory
Florida
$5.64M -$96K -905 -2%
EWA
150
Exencial Wealth Advisors
Oklahoma
$5.56M +$740K +6,972 +16%