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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EL
126
EWA LLC
Pennsylvania
$22.3M +$21.6M +121,273 New
PS
127
Principal Securities
Iowa
$22.3M +$26.5K +149 +0.1%
AAP
128
Arax Advisory Partners
Colorado
$22.3M -$1.44M -8,081 -6%
Pathstone Holdings
129
Pathstone Holdings
New Jersey
$22.2M -$137K -770 -0.6%
SPC
130
Sigma Planning Corp
Michigan
$22.1M +$12.6M +70,957 +149%
Creative Planning
131
Creative Planning
Kansas
$22.1M -$63.1K -355 -0.3%
QIM
132
Quest Investment Management
Oregon
$22M
GSWM
133
Greenup Street Wealth Management
Michigan
$21.3M -$9.18M -51,671 -31%
AF
134
Allworth Financial
California
$21.2M +$286K +1,609 +1%
KL
135
KWMG LLC
Kansas
$21.1M -$77K -433 -0.4%
TPCW
136
TD Private Client Wealth
New York
$21M -$1.15M -6,482 -5%
CW
137
CreativeOne Wealth
Kansas
$21M +$19.9M +112,195 New
BFPW
138
BOK Financial Private Wealth
Colorado
$21M -$1.27M -7,148 -6%
ISWM
139
Independent Solutions Wealth Management
New York
$20.9M -$281K -1,583 -1%
DW
140
Durante & Waters
New York
$20.9M -$722K -4,061 -4%
BF
141
BOK Financial
Oklahoma
$20.9M -$3.58M -20,146 -15%
APW
142
Austin Private Wealth
Texas
$20.3M +$19.6M +110,028 New
SWP
143
Stratos Wealth Partners
Ohio
$20.2M +$6.66M +37,452 +53%
BS
144
Banco Santander
Spain
$19.8M -$392K -2,207 -2%
CA
145
Clearstead Advisors
Ohio
$19.8M +$820K +4,616 +4%
JF
146
JSF Financial
California
$19.4M +$4.07M +22,889 +28%
Prudential Financial
147
Prudential Financial
New Jersey
$19.3M +$14.4M +81,198 +365%
GIA
148
GHP Investment Advisors
Colorado
$19.2M -$230K -1,292 -1%
IF
149
Ironwood Financial
Arizona
$19.2M +$63.1K +355 +0.3%
EPP
150
ETF Portfolio Partners
Kansas
$19.1M +$4.95M +27,859 +37%