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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
626
High Point Wealth Management
New Jersey
$2.28M +$74.2K +332 +3%
CA
627
COFG Advisors
Illinois
$2.27M +$14.7K +66 +0.7%
MPW
628
MA Private Wealth
California
$2.27M +$93.4K +418 +4%
LGW
629
Leslie Global Wealth
Illinois
$2.23M +$1.56K +7 +0.1%
CFD
630
Creative Financial Designs
Indiana
$2.23M -$24.6K -110 -1%
MB
631
MidFirst Bank
Oklahoma
$2.23M -$56.3K -252 -3%
SIC
632
Sterling Investment Counsel
New York
$2.21M -$15.9K -71 -0.7%
O3W
633
Omni 360 Wealth
New Jersey
$2.21M -$24.8K -111 -1%
BAH
634
Beacon Advisors Holdings
Texas
$2.21M +$26.4K +118 +1%
BWIA
635
Bryant Woods Investment Advisors
New York
$2.2M +$2.17M +9,709 New
CFG
636
Cassilly Financial Group
Maryland
$2.2M -$327K -1,465 -13%
BZWA
637
Blue Zone Wealth Advisors
California
$2.2M +$675K +3,020 +45%
Bessemer Group
638
Bessemer Group
New Jersey
$2.2M -$340K -1,520 -14%
CWA
639
Crusonia Wealth Advisors
Colorado
$2.18M +$107K +477 +5%
SEIA
640
Signature Estate & Investment Advisors
California
$2.18M -$104K -466 -5%
RA
641
RFG Advisory
Alabama
$2.17M -$800K -3,580 -27%
NA
642
Nottingham Advisors
New York
$2.16M +$11.8K +53 +0.6%
IAIM
643
International Assets Investment Management
Florida
$2.16M +$37.8K +169 +2%
HCC
644
Hirtle Callaghan & Co
Pennsylvania
$2.15M – – –
BWP
645
Bernardo Wealth Planning
Pennsylvania
$2.14M – – –
SAW
646
Signal Advisors Wealth
Michigan
$2.13M -$380K -1,701 -15%
CWM
647
Castle Wealth Management
Florida
$2.11M -$88.9K -398 -4%
BJL
648
Brighton Jones LLC
Washington
$2.1M -$803K -3,597 -28%
PIMG
649
Patriot Investment Management Group
Tennessee
$2.1M – – –
RCM
650
Raleigh Capital Management
North Carolina
$2.09M -$475K -2,126 -19%