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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DW
451
Domani Wealth
Pennsylvania
$1.33M – – –
BWM
452
BigSur Wealth Management
Florida
$1.33M – – –
LSPW
453
Lake Street Private Wealth
Illinois
$1.33M +$206K +1,355 +19%
NL
454
Navalign LLC
California
$1.31M -$148K -971 -10%
WFA
455
Woodward Financial Advisors
North Carolina
$1.31M +$1.27M +8,346 New
National Bank of Canada
456
National Bank of Canada
Quebec, Canada
$1.3M +$1.27M +8,325 New
LNC
457
Lincoln National Corp
Pennsylvania
$1.3M +$72.8K +479 +6%
HWM
458
HighMark Wealth Management
Minnesota
$1.29M +$18.6K +122 +1%
MBT
459
Montecito Bank & Trust
California
$1.28M +$66.9K +440 +6%
BF
460
Blankinship & Foster
California
$1.27M -$121K -798 -9%
LF
461
Lee Financial
Texas
$1.27M – – –
CB
462
Commerce Bank
Missouri
$1.27M +$30.9K +203 +3%
PA
463
Pinnacle Associates
New York
$1.27M +$7.75K +51 +0.6%
ACM
464
Azimuth Capital Management
Michigan
$1.25M +$16.3K +107 +1%
DPI
465
Diversified Portfolios Inc
Michigan
$1.25M – – –
IWM
466
IHT Wealth Management
Illinois
$1.24M +$1.37K +9 +0.1%
EIA
467
Eldridge Investment Advisors
New Hampshire
$1.24M +$38.5K +253 +3%
WPWM
468
Windward Private Wealth Management
Kansas
$1.22M – – –
RJT
469
Raymond James Trust
Florida
$1.2M -$304 -2 -0%
RIA
470
Realta Investment Advisors
Delaware
$1.19M +$912 +6 +0.1%
WS
471
Wedbush Securities
California
$1.19M +$435K +2,860 +60%
EFS
472
Essex Financial Services
Connecticut
$1.19M -$26.8K -176 -2%
CPIG
473
Chicago Partners Investment Group
Illinois
$1.19M +$181K +1,189 +18%
BFPW
474
BOK Financial Private Wealth
Colorado
$1.18M – – –
EK
475
Evensky & Katz
Florida
$1.18M +$52.2K +343 +5%