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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$24.5M +$383K +1,770 +2%
Citigroup
152
Citigroup
New York
$24.5M +$2.26M +10,438 +10%
SF
153
Summit Financial
New Jersey
$24.2M +$1.27M +5,888 +5%
CFO
154
Callan Family Office
Pennsylvania
$24.1M -$625K -2,885 -2%
CA
155
Clearstead Advisors
Ohio
$24M -$98.5K -455 -0.4%
ATPW
156
Ashton Thomas Private Wealth
Arizona
$23.8M +$3.59M +16,586 +17%
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$23.7M -$8.76M -40,445 -27%
SWM
158
Scissortail Wealth Management
Oklahoma
$23.4M +$9.68M +44,724 +67%
SPC
159
Sigma Planning Corp
Michigan
$22.8M +$413K +1,907 +2%
CA
160
CoreCap Advisors
Michigan
$22.5M +$6.65M +30,708 +41%
PD
161
Planning Directions
Pennsylvania
$22.4M +$22.9M +105,962 New
PSCM
162
Per Stirling Capital Management
Texas
$22.3M -$196K -907 -0.9%
LFS
163
Lutz Financial Services
Nebraska
$22.3M -$322K -1,489 -1%
DA
164
Detalus Advisors
Missouri
$22M -$2.21M -10,218 -9%
DWM
165
Diversify Wealth Management
Utah
$22M +$4.95M +22,870 +30%
CFA
166
Cahill Financial Advisors
Minnesota
$21.9M -$155K -716 -0.7%
ASN
167
Advisory Services Network
Georgia
$21.9M +$2.84M +13,109 +14%
CAL
168
Capital Analysts LLC
Pennsylvania
$21.8M -$29.2K -135 -0.1%
WIM
169
WealthPlan Investment Management
Nebraska
$21.7M +$767K +3,543 +4%
MFG
170
Merit Financial Group
Georgia
$21.4M -$399K -1,842 -2%
SPIA
171
Steward Partners Investment Advisory
New York
$21.4M -$9.78M -45,154 -31%
KPWS
172
Kestra Private Wealth Services
Texas
$21.3M +$1.06M +4,903 +5%
SWM
173
SilverOak Wealth Management
Minnesota
$21.1M +$50.5K +233 +0.2%
SA
174
Sovran Advisors
California
$21M +$101K +468 +0.5%
SL
175
SWMG LLC
Texas
$21M -$2.07M -9,552 -9%