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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
201
Bartlett & Co
Ohio
$7.64M +$731K +4,839 +11%
BCWM
202
Bartlett & Co Wealth Management
Ohio
$7.64M +$731K +4,839 +11%
PAS
203
Park Avenue Securities
New York
$7.56M +$1.07M +7,105 +17%
GVAG
204
Great Valley Advisor Group
Delaware
$7.44M -$68.8K -455 -0.9%
FWP
205
FAS Wealth Partners
Kansas
$7.39M -$231K -1,527 -3%
PAIM
206
Punch & Associates Investment Management
Minnesota
$7.31M -$201K -1,333 -3%
BRWA
207
B. Riley Wealth Advisors
Florida
$7.19M -$3.72M -24,632 -34%
IC
208
IEQ Capital
California
$7.13M +$694K +4,592 +11%
SEI Investments
209
SEI Investments
Pennsylvania
$7.1M -$166K -1,096 -2%
BSW
210
Buckingham Strategic Wealth
Missouri
$7.1M
Allianz Asset Management
211
Allianz Asset Management
Germany
$7.09M -$50.8M -335,975 -88%
KPWG
212
KFA Private Wealth Group
Virginia
$7.08M -$459K -3,040 -6%
VC
213
Vicus Capital
Pennsylvania
$7.08M -$276K -1,827 -4%
AWE
214
Avidian Wealth Enterprises
Texas
$7.06M +$7.03M +46,539 New
WWM
215
Western Wealth Management
Colorado
$7.06M -$126K -835 -2%
CA
216
Centerpoint Advisors
Massachusetts
$7.05M -$86.3K -571 -1%
HWM
217
HB Wealth Management
Georgia
$7.04M +$365K +2,414 +5%
ASW
218
Astoria Strategic Wealth
Texas
$7.04M +$547K +3,618 +8%
AF
219
Advisornet Financial
Minnesota
$6.95M +$4.99K +33 +0.1%
WJA
220
Willis Johnson & Associates
Texas
$6.94M -$481K -3,180 -7%
BFS
221
Bradley Foster & Sargent
Connecticut
$6.79M -$16.3K -108 -0.2%
ASFA
222
All Season Financial Advisors
Colorado
$6.68M +$77.7K +514 +1%
LWP
223
LMG Wealth Partners
Louisiana
$6.67M +$118K +779 +2%
SWMP
224
Signature Wealth Management Partners
New Jersey
$6.64M -$135K -891 -2%
PA
225
Parallel Advisors
California
$6.51M -$364K -2,407 -5%