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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
201
Geneos Wealth Management
Colorado
$7.19M +$178K +1,170 +3%
LIA
202
LBMC Investment Advisors
Tennessee
$7.17M -$91.5M -601,872 -93%
Susquehanna International Group
203
Susquehanna International Group
Pennsylvania
$7.07M -$2.41M -15,827 -26%
JFA
204
Johanson Financial Advisors
California
$7.07M +$168K +1,103 +3%
GPA
205
Guidance Point Advisors
Massachusetts
$7M +$127K +833 +2%
AIG
206
American International Group
New York
$6.97M -$11.2M -73,500 -62%
SG Americas Securities
207
SG Americas Securities
New York
$6.86M +$6.35M +41,790 +2,104%
T
208
TCWP
Ohio
$6.82M +$6.62M +43,554 New
SWM
209
Soundmark Wealth Management
Washington
$6.8M -$32.5K -214 -0.5%
PFPT
210
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.75M +$377K +2,476 +6%
EFSCE
211
Enterprise Financial Services Corp (EFSC)
Missouri
$6.65M -$245K -1,611 -4%
EWA
212
Exencial Wealth Advisors
Oklahoma
$6.64M +$6.45M +42,403 New
KPWG
213
KFA Private Wealth Group
Virginia
$6.62M +$46.8K +308 +0.7%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$6.61M -$225K -1,478 -3%
BC
215
Bartlett & Co
Ohio
$6.61M -$225K -1,478 -3%
WIM
216
Warwick Investment Management
Texas
$6.6M +$6.41M +42,149 New
CWM
217
Cranbrook Wealth Management
Michigan
$6.6M -$104K -687 -2%
UAS
218
United Asset Strategies
New York
$6.57M +$129K +846 +2%
RWM
219
RKL Wealth Management
Pennsylvania
$6.54M -$20.5K -135 -0.3%
HWM
220
HB Wealth Management
Georgia
$6.42M +$6.23M +40,986 New
ASW
221
Astoria Strategic Wealth
Texas
$6.41M +$377K +2,480 +6%
SHIM
222
Stone House Investment Management
Pennsylvania
$6.36M -$1.42M -9,328 -19%
SWMP
223
Signature Wealth Management Partners
New Jersey
$6.32M -$133K -874 -2%
AF
224
Advisornet Financial
Minnesota
$6.29M +$462K +3,040 +8%
BSW
225
Buckingham Strategic Wealth
Missouri
$6.27M -$121K -795 -2%