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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
176
SWMG LLC
Texas
$21M -$2.07M -9,552 -9%
GWP
177
Gateway Wealth Partners
Wisconsin
$20.7M +$13.1M +60,395 +160%
BTI
178
Blue Trust Inc
Georgia
$20.6M -$2.58M -11,911 -11%
MCM
179
MV Capital Management
Maryland
$20.6M -$1.45M -6,707 -6%
CL
180
Choreo LLC
Illinois
$20.6M -$763K -3,526 -3%
IF
181
Ironwood Financial
Arizona
$20.5M -$227K -1,047 -1%
SWMP
182
Signature Wealth Management Partners
New Jersey
$20.4M -$44.2K -204 -0.2%
Legacy Financial Group (Iowa)
183
Legacy Financial Group (Iowa)
Iowa
$20.4M -$1.66M -7,648 -7%
GIA
184
GHP Investment Advisors
Colorado
$20.3M -$164K -759 -0.8%
AWMG
185
ADG Wealth Management Group
Louisiana
$20.1M +$6.92M +31,954 +50%
RIA
186
Regal Investment Advisors
Michigan
$20M -$1.53M -7,062 -7%
AF
187
Allworth Financial
California
$20M -$171K -788 -0.8%
RWP
188
RWA Wealth Partners
Massachusetts
$19.8M -$404K -1,868 -2%
OAP
189
One Advisory Partners
Kansas
$19.7M -$2.39M -11,031 -11%
BF
190
BOK Financial
Oklahoma
$19.7M -$9.2M -42,500 -31%
NCM
191
Narwhal Capital Management
Georgia
$19.6M – – –
KOC
192
Koss-Olinger Consulting
Florida
$19.6M -$10.1M -46,756 -34%
MCM
193
M1 Capital Management
Michigan
$19.5M +$2.45M +11,329 +14%
SA
194
Scarborough Advisors
Maryland
$19.3M +$19.8M +91,539 New
SC
195
Savant Capital
Illinois
$19.3M +$1.72M +7,941 +10%
CFB
196
Cullen/Frost Bankers
Texas
$19.3M -$38.5K -178 -0.2%
AIP
197
Ameritas Investment Partners
Nebraska
$19M -$1.14M -5,274 -6%
BFPW
198
BOK Financial Private Wealth
Colorado
$18.9M -$539K -2,490 -3%
WWM
199
Waterway Wealth Management
Texas
$18.8M -$4.95M -22,875 -15%
AWM
200
Apollon Wealth Management
South Carolina
$18.7M -$205K -949 -1%