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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
126
BOK Financial
Oklahoma
$21.1M +$605K +3,320 +3%
EL
127
EWA LLC
Pennsylvania
$21M -$1.62M -8,895 -7%
Creative Planning
128
Creative Planning
Kansas
$21M -$488K -2,682 -2%
AF
129
Allworth Financial
California
$21M -$284K -1,558 -1%
IWC
130
Integrated Wealth Concepts
Massachusetts
$20.7M +$13M +71,261 +168%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$20.6M +$20.6M +113,000 New
SWP
132
Stratos Wealth Partners
Ohio
$20.5M +$762K +4,185 +4%
KL
133
KWMG LLC
Kansas
$20.5M -$141K -773 -0.7%
ISWM
134
Independent Solutions Wealth Management
New York
$20.4M +$41K +225 +0.2%
CA
135
Clearstead Advisors
Ohio
$20.4M +$775K +4,257 +4%
SPC
136
Sigma Planning Corp
Michigan
$20.2M -$1.37M -7,543 -6%
BFPW
137
BOK Financial Private Wealth
Colorado
$20M -$422K -2,318 -2%
EPP
138
ETF Portfolio Partners
Kansas
$19.7M +$1.05M +5,746 +6%
BS
139
Banco Santander
Spain
$19.4M +$143K +784 +0.7%
DW
140
Durante & Waters
New York
$19.4M -$945K -5,190 -5%
JF
141
JSF Financial
California
$19.3M +$383K +2,105 +2%
CL
142
Choreo LLC
Illinois
$19.2M +$6.99M +38,384 +57%
MAM
143
MMA Asset Management
Pennsylvania
$19.2M +$445K +2,445 +2%
IF
144
Ironwood Financial
Arizona
$18.8M +$39.7K +218 +0.2%
SC
145
Saiph Capital
New Jersey
$18.7M +$356K +1,953 +2%
TPCW
146
TD Private Client Wealth
New York
$18.6M -$1.84M -10,092 -9%
GIA
147
GHP Investment Advisors
Colorado
$18.6M -$186K -1,019 -1%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$18.4M -$9.11K -50 -0%
MFIM
149
Mesirow Financial Investment Management
Illinois
$18.1M +$92.5K +508 +0.5%
CFB
150
Cullen/Frost Bankers
Texas
$17.5M +$253K +1,390 +1%