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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
151
Horst & Graben Wealth Management
Oregon
$19.9M +$1.31M +7,050 +7%
AIP
152
Ameritas Investment Partners
Nebraska
$19.6M -$1.12M -6,000 -6%
Cerity Partners
153
Cerity Partners
New York
$19.6M +$3.7M +19,870 +25%
BF
154
BOK Financial
Oklahoma
$19.6M -$4.44M -23,820 -19%
BTI
155
Blue Trust Inc
Georgia
$19.5M +$1.3M +6,981 +8%
LWM
156
Liberty Wealth Management
California
$19.5M +$2.55M +13,698 +16%
BCM
157
Brookstone Capital Management
Illinois
$19.3M +$2.4M +12,906 +15%
SWM
158
SilverOak Wealth Management
Minnesota
$19.3M +$160K +857 +0.9%
GIA
159
GHP Investment Advisors
Colorado
$19.1M -$112K -600 -0.6%
BFPW
160
BOK Financial Private Wealth
Colorado
$19.1M -$455K -2,445 -2%
GL
161
Graypoint LLC
New York
$19M +$79.4K +426 +0.4%
AF
162
Allworth Financial
California
$18.9M -$715K -3,841 -4%
MFIM
163
Mesirow Financial Investment Management
Illinois
$18.9M -$308K -1,652 -2%
SPIA
164
Steward Partners Investment Advisory
New York
$18.6M +$4.91M +26,368 +38%
IF
165
Ironwood Financial
Arizona
$18.6M
TPCW
166
TD Private Client Wealth
New York
$18.5M -$871K -4,677 -5%
SWMP
167
Signature Wealth Management Partners
New Jersey
$18.5M +$1.93M +10,353 +12%
NCM
168
Narwhal Capital Management
Georgia
$18.2M
FFA
169
Farther Finance Advisors
California
$18.2M -$6.34M -34,060 -27%
IA
170
Integrity Alliance
Iowa
$18.1M -$4.72M -25,346 -21%
PWA
171
Physician Wealth Advisors
Utah
$17.9M +$1.22M +6,569 +8%
GRP
172
Global Retirement Partners
California
$17.9M +$17.1M +91,673 New
CFB
173
Cullen/Frost Bankers
Texas
$17.9M -$14.2K -76 -0.1%
KFSC
174
Keystone Financial Services (Colorado)
Colorado
$17.9M +$3.05M +16,366 +22%
FHA
175
First Horizon Advisors
Tennessee
$17.8M +$1.49M +8,000 +10%