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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
$10.4M +$1.6M +10,371 +18%
TS
177
Tamar Securities
California
$10.4M +$610K +3,967 +6%
CFB
178
Cullen/Frost Bankers
Texas
$10.2M +$1.27M +8,276 +14%
BWA
179
BDO Wealth Advisors
Florida
$10.2M +$1.27M +8,228 +14%
GW
180
GW & Wade
Massachusetts
$9.95M -$4.16K -27 -0%
RIG
181
RiverFront Investment Group
Virginia
$9.91M +$896K +5,822 +10%
LWA
182
LWS Wealth Advisors
New Jersey
$9.89M -$254K -1,652 -3%
WAS
183
Wealth Advisory Solutions
Indiana
$9.88M +$9.77M +63,476 New
HWM
184
Hohimer Wealth Management
Washington
$9.86M +$9.75M +63,332 New
BFM
185
Broadview Financial Management
Wisconsin
$9.76M -$122K -796 -1%
AIA
186
Alera Investment Advisors
Illinois
$9.69M +$38.8K +252 +0.4%
TPCW
187
TD Private Client Wealth
New York
$9.66M -$357K -2,318 -4%
FNBT
188
FineMark National Bank & Trust
Florida
$9.44M +$3.73M +24,229 +67%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$9.34M +$2.28M +14,825 +33%
BAM
190
Belpointe Asset Management
Nevada
$9.28M +$5.02M +32,627 +121%
VC
191
Vicus Capital
Pennsylvania
$9.15M -$2.34M -15,215 -21%
WJA
192
Willis Johnson & Associates
Texas
$9.11M +$182K +1,182 +2%
AIM
193
Acropolis Investment Management
Missouri
$9.09M -$10.6K -69 -0.1%
AWM
194
AE Wealth Management
Kansas
$9.03M +$4.36M +28,346 +96%
FBA
195
Front Barnett Associates
Illinois
$8.97M +$70.8K +460 +0.8%
GL
196
Graypoint LLC
New York
$8.69M +$1.2M +7,830 +16%
BFS
197
Bradley Foster & Sargent
Connecticut
$8.49M +$5.22M +33,914 +164%
ASFA
198
All Season Financial Advisors
Colorado
$8.47M +$731K +4,750 +10%
Bank Julius Baer & Co
199
Bank Julius Baer & Co
Switzerland
$8.42M +$8.32M +54,065 New
CWM
200
Calamos Wealth Management
Illinois
$8.33M +$537K +3,489 +7%