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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
Centerpoint Advisors
Massachusetts
$5.92M +$1.27M +11,166 +27%
GIA
152
Gladstone Institutional Advisory
Florida
$5.87M +$4.87K +43 +0.1%
EWA
153
Evolution Wealth Advisors
Florida
$5.72M -$24.9K -220 -0.4%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.7M -$20.3K -179 -0.4%
PAIM
155
Punch & Associates Investment Management
Minnesota
$5.67M +$485K +4,284 +9%
CWM
156
Calamos Wealth Management
Illinois
$5.65M -$37.1K -327 -0.6%
FAN
157
Financial Advisors Network
California
$5.57M -$395K -3,489 -7%
BAM
158
Brave Asset Management
New Jersey
$5.46M +$5.5M +48,578 New
RWM
159
RKL Wealth Management
Pennsylvania
$5.46M -$190K -1,674 -3%
PRWA
160
Platte River Wealth Advisors
Colorado
$5.44M +$552K +4,872 +11%
BPA
161
Beacon Pointe Advisors
California
$5.38M -$363K -3,207 -6%
NFG
162
Next Financial Group
Texas
$5.36M +$323K +2,851 +6%
KP
163
Keel Point
Alabama
$5.28M +$4.73M +41,703 +789%
CWM
164
Cranbrook Wealth Management
Michigan
$5.28M
BWA
165
BDO Wealth Advisors
Florida
$5.24M +$450K +3,969 +9%
EWA
166
Exencial Wealth Advisors
Oklahoma
$5.24M -$542K -4,783 -9%
MCWS
167
McKinley Carter Wealth Services
West Virginia
$5.23M +$5.27M +46,480 New
AF
168
Advisornet Financial
Minnesota
$5.17M +$111K +983 +2%
SHIM
169
Stone House Investment Management
Pennsylvania
$5.16M -$515K -4,543 -9%
CAN
170
Cetera Advisor Networks
California
$5.11M +$12.7K +112 +0.2%
Citadel Advisors
171
Citadel Advisors
Florida
$5.1M +$3.85M +34,017 +301%
FMW
172
Farr Miller & Washington
District of Columbia
$5.02M +$81.5K +719 +2%
LWA
173
LWS Wealth Advisors
New Jersey
$4.99M -$122K -1,074 -2%
OAM
174
Occidental Asset Management
California
$4.99M -$60.9K -537 -1%
CFG
175
Citizens Financial Group
Rhode Island
$4.85M +$1.82M +16,088 +60%