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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$31.1M +$6.59M +31,453 +27%
BPA
127
Beacon Pointe Advisors
California
$31M +$13.7M +65,146 +80%
SFS
128
Security Financial Services
Indiana
$30.5M +$7.81M +37,272 +35%
BCM
129
Brookstone Capital Management
Illinois
$30.4M +$7.58M +36,178 +34%
PWA
130
Physician Wealth Advisors
Utah
$30.2M +$9.13M +43,574 +44%
PS
131
Principal Securities
Iowa
$30.1M +$2.12M +10,118 +8%
PFG
132
PAX Financial Group
Texas
$29.7M +$11.3M +53,752 +62%
KOC
133
Koss-Olinger Consulting
Florida
$29.6M -$3.69M -17,600 -11%
1IA
134
1834 Investment Advisors
Wisconsin
$29.3M -$2.14M -10,200 -7%
BF
135
BOK Financial
Oklahoma
$28.8M +$8.04M +38,374 +39%
OWA
136
One Wealth Advisors
California
$28.3M +$7.85M +37,459 +39%
DSA
137
Droms Strauss Advisors
Missouri
$27.6M +$443K +2,113 +2%
PWM
138
Praetorian Wealth Management
California
$27.5M -$353K -1,686 -1%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$27.5M -$916K -4,373 -3%
KFS
140
Kelly Financial Services
Massachusetts
$27.3M +$7.76M +37,021 +40%
VAS
141
Vestmark Advisory Solutions
Massachusetts
$27.2M +$19.7M +94,099 +274%
DSA
142
Davis Selected Advisers
Arizona
$26.9M +$25.2M +120,439 +1,821%
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$26.6M +$15M +71,623 +89%
SWM
144
Spire Wealth Management
Virginia
$26.5M +$807K +3,852 +3%
MCWS
145
McKinley Carter Wealth Services
West Virginia
$26.1M -$4.25M -20,261 -14%
Corient Private Wealth
146
Corient Private Wealth
Florida
$26.1M +$15.8M +75,574 +160%
JWA
147
JFS Wealth Advisors
Pennsylvania
$26M -$995K -4,747 -4%
MAM
148
MMA Asset Management
Pennsylvania
$25.7M -$62.7K -299 -0.2%
DI
149
DDFG Inc
California
$25.6M -$202K -963 -0.8%
TF
150
Trek Financial
Arizona
$25.5M +$8.19M +39,068 +48%