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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
McMorgan & Co
California
$16.3M +$16.5M +85,362 New
PWA
177
Physician Wealth Advisors
Utah
$16.2M +$5.34M +27,590 +48%
SC
178
Savant Capital
Illinois
$16.2M -$503K -2,599 -3%
BPA
179
Beacon Pointe Advisors
California
$16.1M +$149K +769 +0.9%
SWMP
180
Signature Wealth Management Partners
New Jersey
$16.1M +$3.63M +18,750 +29%
WIM
181
WealthPlan Investment Management
Nebraska
$15.9M -$262K -1,354 -2%
FHA
182
First Horizon Advisors
Tennessee
$15.9M +$3.28M +16,939 +26%
Allianz Asset Management
183
Allianz Asset Management
Germany
$15.9M +$16.1M +83,300 New
BRWA
184
B. Riley Wealth Advisors
Florida
$15.9M +$7.26M +37,503 +82%
SFS
185
Security Financial Services
Indiana
$15.8M +$5.86M +30,300 +57%
WA
186
Wealth Alliance
New York
$15.8M -$1.24M -6,410 -7%
KPWS
187
Kestra Private Wealth Services
Texas
$15.8M +$4.55M +23,509 +40%
Cerity Partners
188
Cerity Partners
New York
$15.4M +$617K +3,187 +4%
SWC
189
Spectrum Wealth Counsel
Indiana
$15.3M +$2.78M +14,368 +22%
MCM
190
M1 Capital Management
Michigan
$15.2M +$1.6M +8,293 +12%
CA
191
CoreCap Advisors
Michigan
$15.2M +$7.29M +37,651 +90%
IC
192
IEQ Capital
California
$15.1M -$3.97M -20,507 -21%
MWM
193
Modera Wealth Management
New Jersey
$14.9M -$140K -722 -0.9%
ISWM
194
Independent Solutions Wealth Management
New York
$14.7M -$167K -864 -1%
CFG
195
Cosner Financial Group
Colorado
$14.6M +$1.66M +8,561 +13%
MFG
196
Merit Financial Group
Georgia
$14.5M +$354K +1,828 +2%
KIM
197
Kestra Investment Management
Texas
$14.5M -$12.8M -66,108 -47%
BTWM
198
Brass Tax Wealth Management
Ohio
$14.5M +$184K +953 +1%
VA
199
VestGen Advisors
Illinois
$14.4M +$14.6M +75,533 New
KFSC
200
Keystone Financial Services (Colorado)
Colorado
$14.3M +$4.21M +21,761 +41%