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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIM
151
Kestra Investment Management
Texas
$17.2M +$17.2M +94,629 New
GIA
152
Gladstone Institutional Advisory
Florida
$17.1M +$79.8K +438 +0.5%
SWM
153
SilverOak Wealth Management
Minnesota
$17.1M -$114K -627 -0.7%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$17.1M +$778K +4,273 +5%
GRP
155
Global Retirement Partners
California
$16.9M +$2.3M +12,647 +16%
Prudential Financial
156
Prudential Financial
New Jersey
$16.8M -$2.03M -11,145 -11%
NCM
157
Narwhal Capital Management
Georgia
$16.5M -$32.4K -178 -0.2%
IWA
158
Icon Wealth Advisors
Texas
$16.3M +$850K +4,669 +6%
FMC
159
First Merchants Corp
Indiana
$16.3M -$370K -2,032 -2%
WP
160
WealthPLAN Partners
Nebraska
$16.2M +$516K +2,833 +3%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$16.2M +$1.03M +5,668 +7%
MGIA
162
Matthew Goff Investment Advisor
Texas
$16.1M +$413K +2,266 +3%
WA
163
Wealth Alliance
New York
$16M +$269K +1,476 +2%
CF
164
Corebridge Financial
Texas
$15.9M +$16M +87,600 New
WA
165
Waverly Advisors
Alabama
$15.7M +$14.4M +78,958 +1,058%
SC
166
Savant Capital
Illinois
$15.7M -$517K -2,836 -3%
GSWM
167
Greenup Street Wealth Management
Michigan
$15.7M -$5.06M -27,767 -24%
I
168
INVST
Indiana
$15.6M +$2.68M +14,711 +21%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$15.4M +$855K +4,695 +6%
BPA
170
Beacon Pointe Advisors
California
$15.3M -$302K -1,658 -2%
CFO
171
Callan Family Office
Pennsylvania
$14.9M +$779K +4,279 +6%
PP
172
Prosperity Planning
Missouri
$14.8M -$1.12M -6,165 -7%
AA
173
Alesco Advisors
New York
$14.7M -$464K -2,545 -3%
Amundi
174
Amundi
France
$14.6M -$18.1M -99,600 -55%
RFA
175
RTD Financial Advisors
Pennsylvania
$14.5M -$496K -2,724 -3%