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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$5.45M +$370K +3,150 +7%
FI
152
FormulaFolio Investments
Michigan
$5.44M +$5.36M +45,655 New
CWG
153
Cornerstone Wealth Group
North Carolina
$5.41M +$583K +4,969 +12%
ST
154
Smithfield Trust
Pennsylvania
$5.36M -$62.4K -532 -1%
ASN
155
Advisory Services Network
Georgia
$5.28M – – –
JFA
156
Johanson Financial Advisors
California
$5.27M +$19.9K +170 +0.4%
EWA
157
Evolution Wealth Advisors
Florida
$5.2M +$17K +145 +0.3%
EFSCE
158
Enterprise Financial Services Corp (EFSC)
Missouri
$5.2M -$46.9K -400 -0.9%
LIA
159
LBMC Investment Advisors
Tennessee
$5.05M -$92.7K -790 -2%
FMW
160
Farr Miller & Washington
District of Columbia
$5.04M +$357K +3,040 +8%
SIAM
161
Sterling Investment Advisors (Missouri)
Missouri
$5.04M -$5.28K -45 -0.1%
SAM
162
Securian Asset Management
Minnesota
$5.04M -$199K -1,700 -4%
TSS
163
Two Sigma Securities
New York
$5.02M +$2.02M +17,233 +69%
NA
164
Nottingham Advisors
New York
$4.99M -$50.3K -429 -1%
CFG
165
Citizens Financial Group
Rhode Island
$4.98M +$191K +1,626 +4%
SC
166
Savant Capital
Illinois
$4.96M +$159K +1,354 +3%
BSW
167
Buckingham Strategic Wealth
Missouri
$4.87M -$137K -1,171 -3%
TD Asset Management
168
TD Asset Management
Ontario, Canada
$4.85M +$61.7K +526 +1%
PFA
169
Pathway Financial Advisors
Vermont
$4.7M -$14.9K -127 -0.3%
CA
170
Clearstead Advisors
Ohio
$4.68M -$112K -953 -2%
GWM
171
Geneos Wealth Management
Colorado
$4.63M -$1.52K -13 -0%
AWM
172
Avior Wealth Management
Nebraska
$4.6M -$24.5K -209 -0.5%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$4.54M -$24.4M -207,722 -84%
Barclays
174
Barclays
United Kingdom
$4.54M +$78.4K +668 +2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$4.54M +$2.18M +18,580 +95%