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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GL
151
Graypoint LLC
New York
$18.7M +$2.33M +11,760 +14%
IF
152
Ironwood Financial
Arizona
$18.7M -$1.25M -6,278 -6%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$18.3M +$833K +4,201 +5%
FMC
154
First Merchants Corp
Indiana
$18.2M +$315K +1,586 +2%
SWM
155
SilverOak Wealth Management
Minnesota
$18.1M +$172K +869 +0.9%
CF
156
Corebridge Financial
Texas
$17.8M -$7.74M -39,000 -29%
CFB
157
Cullen/Frost Bankers
Texas
$17.8M -$615K -3,099 -3%
WGC
158
Watts Gwilliam & Co
Arizona
$17.7M +$1.99M +10,039 +12%
SC
159
Saiph Capital
New Jersey
$17.3M +$328K +1,653 +2%
NCM
160
Narwhal Capital Management
Georgia
$17.1M -$122K -617 -0.7%
WA
161
Wealth Alliance
New York
$17.1M +$351K +1,772 +2%
CIA
162
Concurrent Investment Advisors
Florida
$17.1M +$9.25M +46,643 +109%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$16.9M -$285K -1,438 -2%
PA
164
Prism Advisors
California
$16.9M +$2.84M +14,309 +19%
MGIA
165
Matthew Goff Investment Advisor
Texas
$16.9M +$5.75K +29 +0%
FFA
166
Farther Finance Advisors
California
$16.8M +$1.54M +7,781 +10%
SC
167
Savant Capital
Illinois
$16.7M -$527K -2,655 -3%
IWA
168
Icon Wealth Advisors
Texas
$16.4M +$111K +560 +0.7%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$16.3M +$237K +1,196 +1%
WIM
170
WealthPlan Investment Management
Nebraska
$16.2M +$685K +3,453 +4%
BPA
171
Beacon Pointe Advisors
California
$15.9M -$25.2K -127 -0.2%
PCA
172
Prosperity Capital Advisors
Ohio
$15.9M +$2.2M +11,116 +15%
FNBT
173
FineMark National Bank & Trust
Florida
$15.8M +$321K +1,618 +2%
CCFM
174
Clear Creek Financial Management
Washington
$15.8M +$15.1M +75,948 +1,104%
EPP
175
ETF Portfolio Partners
Kansas
$15.7M -$5.18M -26,116 -24%