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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$23.3M -$2.52M -13,278 -10%
QIM
127
Quest Investment Management
Oregon
$23.3M
AIP
128
Ameritas Investment Partners
Nebraska
$23.1M -$2.45M -12,924 -10%
DI
129
DDFG Inc
California
$23M -$207K -1,092 -0.9%
AAP
130
Arax Advisory Partners
Colorado
$22.7M -$193K -1,015 -0.9%
Creative Planning
131
Creative Planning
Kansas
$22.7M -$107K -562 -0.5%
CW
132
CreativeOne Wealth
Kansas
$22.6M +$6.67M +35,131 +44%
SPC
133
Sigma Planning Corp
Michigan
$22.2M +$366K +1,928 +2%
CA
134
Clearstead Advisors
Ohio
$22.2M +$182K +956 +0.9%
WIA
135
World Investment Advisors
California
$22.2M +$20M +105,334 +1,511%
KL
136
KWMG LLC
Kansas
$22.1M -$100K -528 -0.5%
EPP
137
ETF Portfolio Partners
Kansas
$21.4M +$113K +596 +0.6%
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$21.4M +$1.34M +7,046 +7%
AI
139
Atria Investments
North Carolina
$21.2M -$3.32M -17,456 -14%
IWC
140
Integrated Wealth Concepts
Massachusetts
$21.2M -$1.12M -5,902 -5%
AF
141
Allworth Financial
California
$21.2M -$855K -4,501 -4%
BFPW
142
BOK Financial Private Wealth
Colorado
$21M -$616K -3,242 -3%
GSWM
143
Greenup Street Wealth Management
Michigan
$21M +$3.86M +20,338 +24%
EL
144
EWA LLC
Pennsylvania
$20.9M -$1.53M -8,032 -7%
JF
145
JSF Financial
California
$20.9M -$51.7K -272 -0.3%
CL
146
Choreo LLC
Illinois
$20.8M -$80.9K -426 -0.4%
IF
147
Ironwood Financial
Arizona
$20.5M +$155K +816 +0.8%
ISWM
148
Independent Solutions Wealth Management
New York
$20.1M -$1.99M -10,466 -9%
DW
149
Durante & Waters
New York
$20.1M -$918K -4,834 -5%
GIA
150
GHP Investment Advisors
Colorado
$19.9M -$179K -944 -0.9%