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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$8.27M +$748K +5,078 +10%
CCC
177
Crescent Capital Consulting
Louisiana
$8.18M +$70.6K +479 +0.9%
AMG
178
Asset Management Group
Connecticut
$8.12M -$349K -2,372 -4%
PP
179
Prosperity Planning
Missouri
$8.12M +$883K +5,995 +12%
SEI Investments
180
SEI Investments
Pennsylvania
$7.87M -$287K -1,946 -4%
BWA
181
BDO Wealth Advisors
Florida
$7.87M +$20.3K +138 +0.3%
GIA
182
Gladstone Institutional Advisory
Florida
$7.75M -$20.9K -142 -0.3%
CA
183
Centerpoint Advisors
Massachusetts
$7.57M -$85.4K -580 -1%
RCP
184
Rothschild Capital Partners
New York
$7.52M -$271K -1,840 -3%
AAS
185
Avantax Advisory Services
Texas
$7.48M +$765K +5,197 +11%
BRWA
186
B. Riley Wealth Advisors
Florida
$7.43M +$32.7K +222 +0.4%
CWM
187
Calamos Wealth Management
Illinois
$7.42M
SHIM
188
Stone House Investment Management
Pennsylvania
$7.37M +$426K +2,892 +6%
FAN
189
Financial Advisors Network
California
$7.22M -$43.6K -296 -0.6%
PAIM
190
Punch & Associates Investment Management
Minnesota
$7.2M +$48.3K +328 +0.7%
SI
191
Stephens Inc
Arkansas
$7.18M +$20K +136 +0.3%
HSBC Holdings
192
HSBC Holdings
United Kingdom
$7.17M -$442K -3,000 -8%
WWM
193
Western Wealth Management
Colorado
$7.08M +$230K +1,563 +3%
GWAM
194
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.07M +$63.5K +431 +0.9%
GL
195
Graypoint LLC
New York
$7.02M -$105M -713,748 -94%
NL
196
NWAM LLC
Washington
$6.88M +$2.19M +14,896 +47%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$6.76M -$63.2K -429 -0.9%
WAS
198
Wealth Advisory Solutions
Indiana
$6.64M +$362K +2,456 +6%
LIA
199
LBMC Investment Advisors
Tennessee
$6.64M -$123K -832 -2%
CFG
200
Citizens Financial Group
Rhode Island
$6.54M +$283K +1,920 +5%