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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
151
Choreo LLC
Illinois
$19.7M -$50.1K -259 -0.2%
PWM
152
Perigon Wealth Management
California
$19.6M +$5.39M +27,843 +37%
WGC
153
Watts Gwilliam & Co
Arizona
$19.5M +$1.84M +9,494 +10%
SFO
154
Stokes Family Office
Louisiana
$19.1M +$5.03M +25,987 +35%
BFPW
155
BOK Financial Private Wealth
Colorado
$19.1M -$561K -2,900 -3%
PFA
156
Pettinga Financial Advisors
Indiana
$19M +$4.37M +22,596 +29%
TPCW
157
TD Private Client Wealth
New York
$18.9M -$1.33M -6,866 -6%
GS
158
GWN Securities
Florida
$18.9M +$18.2M +93,876 +1,534%
GIA
159
GHP Investment Advisors
Colorado
$18.8M -$280K -1,445 -1%
MFIM
160
Mesirow Financial Investment Management
Illinois
$18.8M +$31.7K +164 +0.2%
SWM
161
SilverOak Wealth Management
Minnesota
$18.6M +$584K +3,016 +3%
IF
162
Ironwood Financial
Arizona
$18.6M -$72.2K -373 -0.4%
GL
163
Graypoint LLC
New York
$18.4M -$303K -1,566 -2%
AF
164
Allworth Financial
California
$18.3M -$986K -5,094 -5%
HGWM
165
Horst & Graben Wealth Management
Oregon
$18M +$4.64M +23,968 +34%
NCM
166
Narwhal Capital Management
Georgia
$17.8M +$677K +3,500 +4%
BTI
167
Blue Trust Inc
Georgia
$17.7M +$4.88M +25,238 +37%
PCA
168
Prosperity Capital Advisors
Ohio
$17.7M +$1.9M +9,831 +12%
CFB
169
Cullen/Frost Bankers
Texas
$17.5M -$264K -1,366 -1%
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$17.3M +$424K +2,191 +2%
SC
171
Saiph Capital
New Jersey
$17.2M -$88.4K -457 -0.5%
Wealth Enhancement Advisory Services
172
Wealth Enhancement Advisory Services
Minnesota
$17M +$678K +3,502 +4%
MGIA
173
Matthew Goff Investment Advisor
Texas
$17M +$128K +663 +0.8%
LWM
174
Liberty Wealth Management
California
$16.4M +$5.17M +26,730 +45%
BCM
175
Brookstone Capital Management
Illinois
$16.3M +$3.18M +16,453 +24%