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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Regal Investment Advisors
Michigan
$18.3M -$3.24M -14,523 -15%
AWA
202
Arkadios Wealth Advisors
Georgia
$18.2M +$220K +985 +1%
TNBTD
203
Trustmark National Bank Trust Department
Mississippi
$18.2M +$37.3K +167 +0.2%
FEG
204
Financial Enhancement Group
Indiana
$17.9M +$164K +734 +0.9%
EWA
205
EP Wealth Advisors
California
$17.9M +$870K +3,897 +5%
IWC
206
Integrated Wealth Concepts
Massachusetts
$17.9M +$229K +1,027 +1%
CAS
207
Coppell Advisory Solutions
Texas
$17.6M +$3.8K +17 New
ASW
208
Astoria Strategic Wealth
Texas
$17.6M +$408K +1,828 +2%
BEC
209
Blue Edge Capital
Virginia
$17.4M +$140K +626 +0.8%
OAP
210
One Advisory Partners
Kansas
$17.4M -$3.81M -17,071 -18%
IW
211
Instrumental Wealth
Florida
$17.1M +$817K +3,658 +5%
MC
212
McMorgan & Co
California
$17M -$695K -3,112 -4%
CB
213
Commerce Bank
Missouri
$17M -$328K -1,468 -2%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$17M +$619K +2,769 +4%
SFO
215
Stokes Family Office
Louisiana
$17M -$10.4M -46,515 -38%
RFA
216
RTD Financial Advisors
Pennsylvania
$16.9M -$77.5K -347 -0.5%
AMPWP
217
Alvarez & Marsal Private Wealth Partners
Florida
$16.9M +$299K +1,338 +2%
BTI
218
Blue Trust Inc
Georgia
$16.6M -$5.49M -24,587 -25%
AF
219
Allworth Financial
California
$16.5M -$4.94M -22,127 -23%
ISWM
220
Independent Solutions Wealth Management
New York
$16.4M -$49.6K -222 -0.3%
SCA
221
Snowden Capital Advisors
New York
$16.4M -$604K -2,704 -4%
MWM
222
Modera Wealth Management
New Jersey
$16.4M -$118K -528 -0.7%
PL
223
Plancorp LLC
Missouri
$16.2M +$15.6M +69,963 New
ABC
224
Associated Banc-Corp
Wisconsin
$16M +$291K +1,305 +2%
BFIM
225
Beese Fulmer Investment Management
Ohio
$15.9M +$501K +2,245 +3%