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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
576
White Lighthouse Investment Management
Massachusetts
$520K -$172K -1,278 -26%
Prudential Financial
577
Prudential Financial
New Jersey
$517K +$493K +3,664 New
WIC
578
Whitegate Investment Counselors
New Hampshire
$510K
PMAM
579
Picton Mahoney Asset Management
Ontario, Canada
$509K -$26.9K -200 -5%
AWA
580
ARQ Wealth Advisors
Arizona
$507K -$1.21K -9 -0.3%
LFG
581
Larson Financial Group
Missouri
$504K -$14.5K -108 -3%
LTI
582
Laffer Tengler Investments
Tennessee
$504K -$102K -760 -18%
FFA
583
Founders Financial Alliance
North Carolina
$503K
JF
584
JSF Financial
California
$502K -$29.9K -222 -6%
TFA
585
TPG Financial Advisors
Oregon
$500K
FPW
586
Flagship Private Wealth
Massachusetts
$500K
WOC
587
West Oak Capital
California
$499K +$90.9K +675 +24%
PWM
588
Perigon Wealth Management
California
$498K -$89.4K -664 -16%
BCP
589
Blue Chip Partners
Michigan
$498K -$60.2K -447 -11%
GAM
590
Gemmer Asset Management
California
$498K +$13.5K +100 +3%
KLI
591
Kelman-Lazarov Inc
Tennessee
$494K
SFPM
592
Sensible Financial Planning & Management
Massachusetts
$494K
BA
593
Bellwether Advisors
Nebraska
$492K +$539 +4 +0.1%
AB
594
Atlas Brown
Kentucky
$492K +$92.2K +685 +24%
CAM
595
Concorde Asset Management
Michigan
$491K +$122K +904 +35%
CG
596
Cutler Group
California
$490K +$467K +3,471 New
AIC
597
Ameritas Investment Company
Nebraska
$489K -$639K -4,744 -58%
FNBTCON
598
First National Bank & Trust Co of Newtown
Pennsylvania
$487K -$283K -2,100 -38%
SFS
599
Sowell Financial Services
Arkansas
$479K -$13.3K -99 -3%
CWM
600
Cabot Wealth Management
Massachusetts
$478K -$21.9K -163 -5%