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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FI
151
FormulaFolio Investments
Michigan
$5.44M +$5.36M +45,655 New
CWG
152
Cornerstone Wealth Group
North Carolina
$5.41M +$583K +4,969 +12%
ST
153
Smithfield Trust
Pennsylvania
$5.36M -$62.4K -532 -1%
ASN
154
Advisory Services Network
Georgia
$5.28M
JFA
155
Johanson Financial Advisors
California
$5.27M +$19.9K +170 +0.4%
EWA
156
Evolution Wealth Advisors
Florida
$5.2M +$17K +145 +0.3%
EFSCE
157
Enterprise Financial Services Corp (EFSC)
Missouri
$5.2M -$46.9K -400 -0.9%
LIA
158
LBMC Investment Advisors
Tennessee
$5.05M -$92.7K -790 -2%
FMW
159
Farr Miller & Washington
District of Columbia
$5.04M +$357K +3,040 +8%
SIAM
160
Sterling Investment Advisors (Missouri)
Missouri
$5.04M -$5.28K -45 -0.1%
SAM
161
Securian Asset Management
Minnesota
$5.04M -$199K -1,700 -4%
TSS
162
Two Sigma Securities
New York
$5.02M +$2.02M +17,233 +69%
NA
163
Nottingham Advisors
New York
$4.99M -$50.3K -429 -1%
CFG
164
Citizens Financial Group
Rhode Island
$4.98M +$191K +1,626 +4%
SC
165
Savant Capital
Illinois
$4.96M +$159K +1,354 +3%
BSW
166
Buckingham Strategic Wealth
Missouri
$4.87M -$137K -1,171 -3%
TD Asset Management
167
TD Asset Management
Ontario, Canada
$4.85M +$61.7K +526 +1%
PFA
168
Pathway Financial Advisors
Vermont
$4.7M -$14.9K -127 -0.3%
CA
169
Clearstead Advisors
Ohio
$4.68M -$112K -953 -2%
GWM
170
Geneos Wealth Management
Colorado
$4.63M -$1.52K -13 -0%
AWM
171
Avior Wealth Management
Nebraska
$4.6M -$24.5K -209 -0.5%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$4.54M -$24.4M -207,722 -84%
Barclays
173
Barclays
United Kingdom
$4.54M +$78.4K +668 +2%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$4.54M +$2.18M +18,580 +95%
FCC
175
Florin Court Capital
United Kingdom
$4.54M -$2.25M -19,200 -34%