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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
176
Wealth Enhancement Advisory Services
Minnesota
$17.6M -$108K -582 -0.7%
TWP
177
Triad Wealth Partners
Kansas
$17.3M +$3.34M +17,915 +25%
SC
178
Saiph Capital
New Jersey
$17.2M -$442K -2,371 -3%
OWA
179
One Wealth Advisors
California
$16.9M +$2.33M +12,521 +17%
SC
180
Savant Capital
Illinois
$16.9M +$246K +1,320 +2%
VA
181
VestGen Advisors
Illinois
$16.8M +$1.87M +10,055 +13%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$16.8M -$8.76M -47,015 -35%
BPA
183
Beacon Pointe Advisors
California
$16.7M +$197K +1,057 +1%
MGIA
184
Matthew Goff Investment Advisor
Texas
$16.6M -$735K -3,948 -4%
KFS
185
Kelly Financial Services
Massachusetts
$16.5M +$2.82M +15,161 +22%
MC
186
McMorgan & Co
California
$16.4M -$224K -1,201 -1%
TCM
187
Thoma Capital Management
Maryland
$16.4M +$2.43M +13,045 +18%
Mercer Global Advisors
188
Mercer Global Advisors
Colorado
$16.4M -$1.3M -6,992 -8%
MFG
189
Merit Financial Group
Georgia
$16.3M +$1.33M +7,138 +9%
DA
190
Detalus Advisors
Missouri
$15.9M +$1.77M +9,489 +13%
MCM
191
M1 Capital Management
Michigan
$15.7M +$136K +728 +0.9%
CFG
192
Cosner Financial Group
Colorado
$15.6M +$631K +3,388 +4%
RFA
193
RTD Financial Advisors
Pennsylvania
$15.6M +$1.58M +8,487 +12%
TF
194
Trek Financial
Arizona
$15.5M +$1.72M +9,240 +13%
ISWM
195
Independent Solutions Wealth Management
New York
$15.2M +$142K +761 +1%
ASN
196
Advisory Services Network
Georgia
$15.2M +$2.14M +11,493 +18%
PFG
197
PAX Financial Group
Texas
$15.1M +$1.89M +10,171 +15%
MWM
198
Modera Wealth Management
New Jersey
$15.1M -$167K -896 -1%
BTWM
199
Brass Tax Wealth Management
Ohio
$14.8M -$28.9K -155 -0.2%
TNBTD
200
Trustmark National Bank Trust Department
Mississippi
$14.8M +$227K +1,217 +2%