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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
151
Kestra Private Wealth Services
Texas
$24.3M +$1.35M +6,032 +6%
IWC
152
Integrated Wealth Concepts
Massachusetts
$23.9M +$6.2M +27,756 +36%
WIM
153
WealthPlan Investment Management
Nebraska
$23.8M +$455K +2,039 +2%
CA
154
CoreCap Advisors
Michigan
$23.8M -$394K -1,766 -2%
ASN
155
Advisory Services Network
Georgia
$23.8M +$192K +859 +0.8%
LFS
156
Lutz Financial Services
Nebraska
$23.7M -$261K -1,169 -1%
CFA
157
Cahill Financial Advisors
Minnesota
$23.5M -$50.3K -225 -0.2%
SWM
158
Scissortail Wealth Management
Oklahoma
$23.4M -$1.73M -7,755 -7%
PSCM
159
Per Stirling Capital Management
Texas
$23.4M -$503K -2,254 -2%
TF
160
Trek Financial
Arizona
$23.2M -$3.96M -17,729 -15%
KFSC
161
Keystone Financial Services (Colorado)
Colorado
$22.8M -$4.97M -22,237 -18%
DA
162
Detalus Advisors
Missouri
$22.7M -$975K -4,367 -4%
SL
163
Sentinus LLC
Illinois
$22.7M -$5.73M -25,636 -20%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$22.4M +$4.25M +19,030 +24%
CAL
165
Capital Analysts LLC
Pennsylvania
$22.4M -$1.04M -4,672 -5%
SWMP
166
Signature Wealth Management Partners
New Jersey
$22.4M +$371K +1,663 +2%
MFIM
167
Mesirow Financial Investment Management
Illinois
$22.2M -$21.5M -96,437 -50%
CL
168
Choreo LLC
Illinois
$22.1M -$74.6K -334 -0.3%
ATPW
169
Ashton Thomas Private Wealth
Arizona
$22.1M -$3.5M -15,650 -14%
SWM
170
SilverOak Wealth Management
Minnesota
$22M -$638K -2,855 -3%
SPC
171
Sigma Planning Corp
Michigan
$21.8M -$2.66M -11,893 -11%
IF
172
Ironwood Financial
Arizona
$21.6M -$719K -3,221 -3%
MCM
173
MV Capital Management
Maryland
$21.5M -$661K -2,961 -3%
GIA
174
GHP Investment Advisors
Colorado
$21.4M -$347K -1,555 -2%
AWMG
175
ADG Wealth Management Group
Louisiana
$21.3M -$297K -1,329 -1%