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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$5.91M +$3.2M +25,687 +130%
PAIM
177
Punch & Associates Investment Management
Minnesota
$5.9M -$99.9K -803 -2%
FMW
178
Farr Miller & Washington
District of Columbia
$5.86M +$339K +2,728 +6%
JFA
179
Johanson Financial Advisors
California
$5.84M +$84.2K +677 +2%
BSW
180
Buckingham Strategic Wealth
Missouri
$5.79M +$462K +3,715 +9%
ST
181
Smithfield Trust
Pennsylvania
$5.69M -$164K -1,316 -3%
EWA
182
Evolution Wealth Advisors
Florida
$5.58M -$95.2K -765 -2%
LIA
183
LBMC Investment Advisors
Tennessee
$5.55M +$31.4K +252 +0.6%
UAS
184
United Asset Strategies
New York
$5.46M +$1.6M +12,873 +44%
CFG
185
Citizens Financial Group
Rhode Island
$5.45M +$16.9K +136 +0.3%
NFG
186
Next Financial Group
Texas
$5.41M +$611K +4,913 +13%
MGIA
187
Matthew Goff Investment Advisor
Texas
$5.38M +$904K +7,268 +21%
SWPG
188
Strategic Wealth Partners Group
Illinois
$5.37M +$884K +7,103 +21%
SIAM
189
Sterling Investment Advisors (Missouri)
Missouri
$5.32M -$182K -1,466 -3%
EFSCE
190
Enterprise Financial Services Corp (EFSC)
Missouri
$5.22M -$433K -3,482 -8%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$5.22M +$245K +1,972 +5%
PFA
192
Pinnacle Family Advisors
Missouri
$5.15M +$3.43M +27,528 +228%
NA
193
Nottingham Advisors
New York
$5.12M -$196K -1,579 -4%
CA
194
Clearstead Advisors
Ohio
$5.09M -$25.1K -202 -0.5%
GWM
195
Geneos Wealth Management
Colorado
$5.06M -$19.7K -158 -0.4%
TD Asset Management
196
TD Asset Management
Ontario, Canada
$5.01M +$171K +1,374 +3%
CAL
197
Capital Analysts LLC
Pennsylvania
$4.94M +$18.2K +146 +0.4%
PFA
198
Pathway Financial Advisors
Vermont
$4.89M -$7.96K -64 -0.2%
PFPT
199
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.87M +$447K +3,590 +11%
AWM
200
Avior Wealth Management
Nebraska
$4.87M -$149K -1,198 -3%