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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
201
J.W. Cole Advisors
Florida
$15.9M +$935K +4,657 +6%
MWM
202
Modera Wealth Management
New Jersey
$15.8M -$60.7K -302 -0.4%
T
203
Tidemark
California
$15.8M +$885K +4,407 +6%
BTWM
204
Brass Tax Wealth Management
Ohio
$15.8M +$110K +550 +0.7%
TNBTD
205
Trustmark National Bank Trust Department
Mississippi
$15.7M +$87.2K +434 +0.6%
OAP
206
One Advisory Partners
Kansas
$15.4M +$1.14M +5,652 +8%
IWC
207
Integrated Wealth Concepts
Massachusetts
$15.1M -$18.5M -91,969 -56%
ASW
208
Astoria Strategic Wealth
Texas
$15.1M +$885K +4,408 +6%
HWM
209
Horizon Wealth Management
Illinois
$14.9M +$232K +1,155 +2%
ABC
210
Associated Banc-Corp
Wisconsin
$14.8M +$110K +549 +0.8%
AA
211
Alesco Advisors
New York
$14.8M -$488K -2,428 -3%
Legacy Financial Group (Iowa)
212
Legacy Financial Group (Iowa)
Iowa
$14.7M +$14.3M +71,407 New
I
213
INVST
Indiana
$14.7M +$447K +2,228 +3%
FNBT
214
FineMark National Bank & Trust
Florida
$14.7M -$336K -1,675 -2%
KFP
215
KMG Fiduciary Partners
Ohio
$14.5M +$27.9K +139 +0.2%
TPI
216
Trust Point Inc
Wisconsin
$14.5M
AWM
217
Apollon Wealth Management
South Carolina
$14.4M +$1.53M +7,596 +12%
BEC
218
Blue Edge Capital
Virginia
$14.2M +$499K +2,486 +4%
SL
219
Sentinus LLC
Illinois
$14M +$722K +3,593 +6%
OAM
220
Occidental Asset Management
California
$13.9M -$45.6K -227 -0.3%
IW
221
Instrumental Wealth
Florida
$13.8M +$710K +3,537 +6%
Natixis Advisors
222
Natixis Advisors
Massachusetts
$13.7M +$584K +2,906 +5%
IWMWV
223
Ironwood Wealth Management (West Virginia)
West Virginia
$13.7M +$167K +829 +1%
WP
224
WealthShield Partners
North Carolina
$13.5M +$369K +1,838 +3%
SWM
225
Scissortail Wealth Management
Oklahoma
$13.4M +$1.64M +8,144 +14%