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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GPA
201
Guidance Point Advisors
Massachusetts
$6.47M +$138K +973 +2%
BSW
202
Buckingham Strategic Wealth
Missouri
$6.46M +$280K +1,975 +4%
PAIM
203
Punch & Associates Investment Management
Minnesota
$6.37M -$55.3K -390 -0.8%
VMPIC
204
Varma Mutual Pension Insurance Co
Finland
$6.36M -$30.9M -217,936 -81%
CA
205
Centerpoint Advisors
Massachusetts
$6.31M
AI
206
Atria Investments
North Carolina
$6.22M -$495K -3,495 -7%
PFPT
207
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.1M +$64.9K +458 +1%
FWP
208
FAS Wealth Partners
Kansas
$5.93M +$648K +4,572 +11%
PFA
209
Pure Financial Advisors
California
$5.89M -$104K -734 -2%
Manulife (Manufacturers Life Insurance)
210
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.88M -$4.25K -30 -0.1%
BFS
211
Bradley Foster & Sargent
Connecticut
$5.85M -$700K -4,937 -10%
ZIG
212
Zurich Insurance Group
Switzerland
$5.84M +$316K +2,230 +5%
BCWM
213
Bartlett & Co Wealth Management
Ohio
$5.84M +$117K +824 +2%
BC
214
Bartlett & Co
Ohio
$5.84M +$117K +824 +2%
UAS
215
United Asset Strategies
New York
$5.81M +$149K +1,055 +2%
KPWG
216
KFA Private Wealth Group
Virginia
$5.75M +$45.2K +319 +0.7%
HWM
217
HB Wealth Management
Georgia
$5.74M -$1.08M -7,650 -15%
B
218
Bailard
California
$5.73M +$352K +2,482 +6%
AF
219
Advisornet Financial
Minnesota
$5.7M +$55K +388 +0.9%
FMWA
220
Forvis Mazars Wealth Advisors
Missouri
$5.6M +$180K +1,267 +3%
ASFA
221
All Season Financial Advisors
Colorado
$5.59M +$1.53M +10,806 +33%
SWM
222
Soundmark Wealth Management
Washington
$5.58M -$1.98K -14 -0%
IC
223
IEQ Capital
California
$5.42M +$35.4K +250 +0.6%
FTS
224
Fifth Third Securities
Ohio
$5.41M +$501K +3,536 +9%
EWA
225
Exencial Wealth Advisors
Oklahoma
$5.4M -$17.9K -126 -0.3%