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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
176
Stone House Investment Management
Pennsylvania
$7.37M
BBVA
177
Banco Bilbao Vizcaya Argentaria
Spain
$7.34M -$7.26M -48,706 -49%
CA
178
Centerpoint Advisors
Massachusetts
$7.33M -$129K -863 -2%
CWM
179
Calamos Wealth Management
Illinois
$7.27M -$40.4K -271 -0.5%
AAS
180
Avantax Advisory Services
Texas
$7.25M -$124K -830 -2%
PAIM
181
Punch & Associates Investment Management
Minnesota
$7.16M +$65.4K +439 +0.9%
WAS
182
Wealth Advisory Solutions
Indiana
$7.04M +$518K +3,474 +8%
GWAM
183
Guardian Wealth Advisors (Minnesota)
Minnesota
$7.03M +$74.1K +497 +1%
CFG
184
Citizens Financial Group
Rhode Island
$6.98M +$554K +3,717 +8%
ASFA
185
All Season Financial Advisors
Colorado
$6.95M +$3.76M +25,206 +112%
GL
186
Graypoint LLC
New York
$6.92M +$298 +2 +0%
Bank of New York Mellon
187
Bank of New York Mellon
New York
$6.86M +$206K +1,384 +3%
SWP
188
Stratos Wealth Partners
Ohio
$6.85M +$535K +3,591 +8%
NA
189
Nottingham Advisors
New York
$6.8M +$1.76M +11,811 +35%
AIM
190
Acropolis Investment Management
Missouri
$6.67M +$42.2K +283 +0.5%
LIA
191
LBMC Investment Advisors
Tennessee
$6.64M +$89.8M +602,658 +1,341%
GWM
192
Geneos Wealth Management
Colorado
$6.59M -$2.13M -14,290 -24%
EFSCE
193
Enterprise Financial Services Corp (EFSC)
Missouri
$6.41M +$113K +756 +2%
JFA
194
Johanson Financial Advisors
California
$6.4M +$51.6K +346 +0.8%
GPA
195
Guidance Point Advisors
Massachusetts
$6.38M +$487K +3,270 +8%
BC
196
Bartlett & Co
Ohio
$6.35M -$7.15K -48 -0.1%
BCWM
197
Bartlett & Co Wealth Management
Ohio
$6.35M -$7.15K -48 -0.1%
SWM
198
Soundmark Wealth Management
Washington
$6.34M -$2.98K -20 -0%
AWM
199
AE Wealth Management
Kansas
$6.26M +$1.66M +11,165 +35%
CWM
200
Cranbrook Wealth Management
Michigan
$6.23M -$8.35K -56 -0.1%