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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
201
Broadview Financial Management
Wisconsin
$10.1M -$79.1K -492 -0.8%
IW
202
Instrumental Wealth
Florida
$10.1M +$39.2K +244 +0.4%
ABC
203
Associated Banc-Corp
Wisconsin
$9.87M +$3.63M +22,558 +66%
KPWG
204
KFA Private Wealth Group
Virginia
$9.84M +$1.29M +8,010 +16%
LIA
205
LBMC Investment Advisors
Tennessee
$9.49M +$8.2K +51 +0.1%
AIM
206
Acropolis Investment Management
Missouri
$9.44M -$316K -1,966 -3%
AMG
207
Asset Management Group
Connecticut
$9.3M +$57.5K +358 +0.7%
HW
208
Hancock Whitney
Mississippi
$9.3M +$3.04M +18,918 +55%
GPA
209
Guidance Point Advisors
Massachusetts
$9.19M -$29.6K -184 -0.3%
FAN
210
Financial Advisors Network
California
$9.14M -$537K -3,343 -6%
CAM
211
Cresset Asset Management
Illinois
$9.1M +$113K +705 +1%
SWMP
212
Signature Wealth Management Partners
New Jersey
$9.1M +$334K +2,080 +4%
PFPT
213
Pinnacle Financial Partners (Tennessee)
Tennessee
$9.05M -$248K -1,541 -3%
SC
214
Sierra Capital
Florida
$9.03M +$20.9K +130 +0.3%
MMRF
215
Michelson Medical Research Foundation
California
$9.03M
Bank of New York Mellon
216
Bank of New York Mellon
New York
$9.01M -$1.53M -9,509 -16%
RSWM
217
Robertson Stephens Wealth Management
California
$8.87M -$1.18M -7,321 -13%
GL
218
Graypoint LLC
New York
$8.84M +$359K +2,235 +5%
IC
219
IEQ Capital
California
$8.82M +$586K +3,649 +8%
FEG
220
Financial Enhancement Group
Indiana
$8.68M +$2.14M +13,298 +36%
HWM
221
HB Wealth Management
Georgia
$8.62M -$69.9K -435 -0.9%
AT
222
Arlington Trust
Alabama
$8.57M +$6.41M +39,895 +426%
WWM
223
Western Wealth Management
Colorado
$8.5M +$135K +842 +2%
PA
224
Parallel Advisors
California
$8.34M -$170K -1,060 -2%
SPC
225
Sigma Planning Corp
Michigan
$8.26M -$9.11M -56,663 -54%