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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
126
Ironwood Financial
Arizona
$15.1M +$147K +1,032 +1%
JWA
127
JFS Wealth Advisors
Pennsylvania
$15.1M -$1.66M -11,602 -10%
Northern Trust
128
Northern Trust
Illinois
$15M +$619K +4,337 +4%
WBG
129
Wharton Business Group
Pennsylvania
$15M +$14.8M +103,375 New
FNBT
130
FineMark National Bank & Trust
Florida
$14.8M -$82.2K -576 -0.6%
CP
131
Coho Partners
Pennsylvania
$14.7M +$14.5M +101,299 New
GSWM
132
Greenup Street Wealth Management
Michigan
$14.6M +$568K +3,979 +4%
MML Investors Services
133
MML Investors Services
Massachusetts
$14.6M +$1.14M +8,019 +9%
AAS
134
Avantax Advisory Services
Texas
$14.6M -$64.4K -451 -0.4%
GW
135
GW & Wade
Massachusetts
$14.3M +$3.72M +26,073 +36%
MCM
136
MV Capital Management
Maryland
$14.1M +$1.23M +8,639 +10%
CI
137
CX Institutional
Indiana
$14M +$1.2M +8,400 +10%
GIA
138
Gladstone Institutional Advisory
Florida
$13.9M -$2.07M -14,479 -13%
TCM
139
Traynor Capital Management
Pennsylvania
$13.8M -$4.2M -29,446 -24%
DIM
140
Delta Investment Management
California
$13.7M +$10.3M +72,131 +325%
EA
141
Efficient Advisors
Ohio
$13.6M -$1.18M -8,276 -8%
WIM
142
Warwick Investment Management
Texas
$13.6M -$1.27M -8,874 -9%
MMRF
143
Michelson Medical Research Foundation
California
$13.5M +$13.3M +93,085 New
FMC
144
First Merchants Corp
Indiana
$13.2M -$1.82M -12,755 -12%
BWA
145
BDO Wealth Advisors
Florida
$13.1M +$2.04M +14,304 +19%
WIM
146
WealthPlan Investment Management
Nebraska
$13.1M -$158K -1,104 -1%
SAS
147
SMI Advisory Services
Indiana
$13M
WP
148
WealthPLAN Partners
Nebraska
$13M +$11.9M +83,358 New
RFA
149
RTD Financial Advisors
Pennsylvania
$13M -$86.8K -608 -0.7%
NCM
150
Narwhal Capital Management
Georgia
$12.7M +$278K +1,945 +2%