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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
201
Squarepoint
New York
$6.19M -$2.34M -15,714 -27%
SNT
202
Security National Trust
West Virginia
$6.12M
KPWG
203
KFA Private Wealth Group
Virginia
$6.1M +$35.9K +241 +0.6%
RWM
204
RKL Wealth Management
Pennsylvania
$6.09M -$19.1K -128 -0.3%
AF
205
Allworth Financial
California
$6.02M +$99.5K +668 +2%
SWMP
206
Signature Wealth Management Partners
New Jersey
$6M +$82K +550 +1%
UAS
207
United Asset Strategies
New York
$5.98M +$224K +1,500 +4%
5L
208
55I LLC
Massachusetts
$5.98M +$4.57M +30,690 +295%
BSW
209
Buckingham Strategic Wealth
Missouri
$5.94M +$337K +2,263 +6%
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.9M +$406K +2,725 +7%
KP
211
Keel Point
Alabama
$5.88M -$434K -2,915 -7%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$5.84M -$1.3M -8,750 -25%
NFG
213
Next Financial Group
Texas
$5.81M +$326K +2,185 +6%
B
214
Bailard
California
$5.7M +$355K +2,379 +6%
EWA
215
EP Wealth Advisors
California
$5.7M +$249K +1,673 +4%
ASW
216
Astoria Strategic Wealth
Texas
$5.59M +$324K +2,176 +6%
FMP
217
Financial Management Professionals
Texas
$5.58M -$254K -1,705 -4%
FWP
218
FAS Wealth Partners
Kansas
$5.55M -$454K -3,044 -7%
TCB
219
Texas Capital Bancshares
Texas
$5.5M +$186K +1,249 +3%
SIA
220
Soltis Investment Advisors
Utah
$5.49M -$13.4K -90 -0.2%
HWA
221
Hilltop Wealth Advisors
North Carolina
$5.42M +$152K +1,018 +3%
AF
222
Advisornet Financial
Minnesota
$5.4M +$123K +827 +2%
BOTW
223
Bank of the West
California
$5.38M -$64.5K -433 -1%
PFG
224
Pacific Financial Group
Washington
$5.29M +$531K +3,564 +11%
AI
225
Atria Investments
North Carolina
$5.24M +$1.63M +10,955 +44%