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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
201
Buckingham Strategic Wealth
Missouri
$8.36M +$446K +2,902 +6%
SC
202
Sierra Capital
Florida
$8.35M -$1.27M -8,252 -14%
AWE
203
Avidian Wealth Enterprises
Texas
$8.34M +$801K +5,208 +11%
FTUS
204
Flow Traders U.S.
New York
$8.33M +$5.09M +33,070 +178%
SWP
205
Stratos Wealth Partners
Ohio
$8.29M -$2.07M -13,483 -21%
CAM
206
Cresset Asset Management
Illinois
$8.27M +$2.96M +19,263 +60%
ASW
207
Astoria Strategic Wealth
Texas
$8.19M +$685K +4,450 +10%
BCWM
208
Bartlett & Co Wealth Management
Ohio
$8.12M +$615 +4 +0%
BC
209
Bartlett & Co
Ohio
$8.12M +$615 +4 +0%
GVAG
210
Great Valley Advisor Group
Delaware
$8.1M +$190K +1,236 +3%
GL
211
Graypoint LLC
New York
$8.05M -$218K -1,419 -3%
PAIM
212
Punch & Associates Investment Management
Minnesota
$7.76M -$8.62K -56 -0.1%
SWMP
213
Signature Wealth Management Partners
New Jersey
$7.71M +$622K +4,044 +9%
FWP
214
FAS Wealth Partners
Kansas
$7.7M -$144K -937 -2%
HWM
215
HB Wealth Management
Georgia
$7.6M +$118K +765 +2%
KPWG
216
KFA Private Wealth Group
Virginia
$7.6M +$71.8K +467 +1%
IC
217
IEQ Capital
California
$7.6M +$19.7K +128 +0.3%
BRWA
218
B. Riley Wealth Advisors
Florida
$7.54M -$96.8K -629 -1%
UAS
219
United Asset Strategies
New York
$7.53M +$6.43M +41,812 +851%
Allianz Asset Management
220
Allianz Asset Management
Germany
$7.53M
WWM
221
Western Wealth Management
Colorado
$7.52M +$21.4K +139 +0.3%
SEI Investments
222
SEI Investments
Pennsylvania
$7.51M -$30.9K -201 -0.4%
CA
223
Centerpoint Advisors
Massachusetts
$7.4M -$88.5K -575 -1%
AF
224
Advisornet Financial
Minnesota
$7.39M +$769 +5 +0%
VC
225
Vicus Capital
Pennsylvania
$7.28M -$227K -1,475 -3%