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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFP
401
Gryphon Financial Partners
Ohio
$2.23M +$769 +5 +0%
TWM
402
Tolleson Wealth Management
Texas
$2.21M – – –
RFM
403
Royal Fund Management
Florida
$2.19M -$7.07M -45,921 -77%
WCM
404
WealthBridge Capital Management
Ohio
$2.17M -$88.9K -578 -4%
WP
405
WealthSource Partners
California
$2.16M -$29.8K -194 -1%
GCM
406
Gables Capital Management
Florida
$2.15M -$76.9K -500 -4%
LF
407
Lee Financial
Texas
$2.14M +$7.08K +46 +0.3%
AF
408
AtlasMark Financial
Texas
$2.14M -$2K -13 -0.1%
SIC
409
Sigma Investment Counselors
Michigan
$2.14M -$22.3K -145 -1%
APP
410
Avantax Planning Partners
Iowa
$2.12M -$769 -5 -0%
MFG
411
Magnus Financial Group
New York
$2.11M -$2.62K -17 -0.1%
SWA
412
Strategies Wealth Advisors
Michigan
$2.1M +$1.08K +7 +0.1%
TWP
413
Total Wealth Planning
Ohio
$2.09M -$73.7K -479 -4%
Bessemer Group
414
Bessemer Group
New Jersey
$2.09M – – –
CWM
415
Castle Wealth Management
Florida
$2.06M -$74K -481 -4%
SFA
416
Sequoia Financial Advisors
Ohio
$2.05M -$872K -5,665 -31%
AIM
417
Alhambra Investment Management
Florida
$2.04M -$2.46K -16 -0.1%
TIM
418
Total Investment Management
Arizona
$2.02M +$748K +4,861 +63%
SCA
419
Southern Capital Advisors
Tennessee
$2.01M +$67.4K +438 +4%
LA
420
Lane & Associates
New Jersey
$2M +$209K +1,356 +12%
KFP
421
KMG Fiduciary Partners
Ohio
$1.97M +$1.68M +10,909 +812%
NL
422
NWAM LLC
Washington
$1.95M +$163K +1,058 +10%
SI
423
Stephens Inc
Arkansas
$1.94M -$2.62K -17 -0.1%
CWM
424
Cahaba Wealth Management
Georgia
$1.94M -$60.5K -393 -3%
FAM
425
Frontier Asset Management
Wyoming
$1.93M -$36.2K -235 -2%