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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWAM
201
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.29M +$355K +2,304 +5%
CFG
202
Citizens Financial Group
Rhode Island
$8.28M -$193K -1,255 -2%
AMG
203
Asset Management Group
Connecticut
$8.26M +$35.9K +233 +0.4%
SC
204
Scotia Capital
Ontario, Canada
$8.25M +$6.67M +43,338 +450%
SAM
205
Stone Asset Management
Texas
$8.13M -$2.85M -18,499 -26%
FEG
206
Financial Enhancement Group
Indiana
$8.02M +$7.92M +51,469 New
SEI Investments
207
SEI Investments
Pennsylvania
$7.91M -$178K -1,154 -2%
SWP
208
Stratos Wealth Partners
Ohio
$7.91M +$341K +2,213 +5%
BRWA
209
B. Riley Wealth Advisors
Florida
$7.77M -$361K -2,347 -4%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$7.77M -$27.5K -179 -0.4%
PFA
211
Pure Financial Advisors
California
$7.71M -$811K -5,271 -10%
CA
212
Centerpoint Advisors
Massachusetts
$7.67M -$87.6K -569 -1%
PAIM
213
Punch & Associates Investment Management
Minnesota
$7.66M +$97.7K +635 +1%
FAN
214
Financial Advisors Network
California
$7.43M -$23.5K -153 -0.3%
HWM
215
HB Wealth Management
Georgia
$7.4M +$1M +6,511 +16%
GPA
216
Guidance Point Advisors
Massachusetts
$7.37M +$345K +2,242 +5%
LIA
217
LBMC Investment Advisors
Tennessee
$7.3M +$177K +1,152 +3%
CI
218
CPMG Inc
Texas
$7.24M +$7.16M +46,500 New
PFPT
219
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.17M +$457K +2,972 +7%
First Trust Advisors
220
First Trust Advisors
Illinois
$7.09M +$2.29M +14,900 +49%
GWM
221
Geneos Wealth Management
Colorado
$7.01M -$136K -885 -2%
CFA
222
Camarda Financial Advisors
Florida
$7.01M +$6.92M +44,995 New
KPWG
223
KFA Private Wealth Group
Virginia
$6.91M +$319K +2,071 +5%
Balyasny Asset Management
224
Balyasny Asset Management
Illinois
$6.9M -$10.1M -65,557 -60%
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$6.89M +$277K +1,801 +4%