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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
651
Weaver Consulting Group
California
$121K
WP
652
WealthShield Partners
North Carolina
$120K -$151K -1,424 -56%
CAL
653
Capital Advisors Ltd
Ohio
$115K -$144K -1,356 -56%
APWA
654
Atlas Private Wealth Advisors
New Jersey
$112K +$110K +1,035 New
S
655
SignatureFD
Georgia
$108K -$109K -1,030 -51%
MF
656
Manchester Financial
California
$108K
CG
657
Cutler Group
California
$108K +$106K +1,000 New
CFD
658
Creative Financial Designs
Indiana
$107K +$83.3K +785 +385%
PWM
659
Provident Wealth Management
Tennessee
$107K +$105K +987 New
LC
660
Lindbrook Capital
California
$102K +$100K +946 New
BWM
661
BerganKDV Wealth Management
Minnesota
$99K +$530 +5 +0.5%
LWA
662
Lenox Wealth Advisors
New York
$99K +$5.3K +50 +6%
DSC
663
Duncker Streett & Co
Missouri
$98K -$20.1K -189 -17%
TF
664
Tompkins Financial
New York
$94K
Bessemer Group
665
Bessemer Group
New Jersey
$91K -$633K -5,970 -88%
CHA
666
Carmichael Hill & Associates
Maryland
$91K
CFB
667
Cullen/Frost Bankers
Texas
$90K +$29.5K +278 +51%
CCA
668
Column Capital Advisors
Indiana
$87K +$42.2K +398 +98%
BA
669
Ballast Advisors
Minnesota
$83K
MAWCM
670
Mine & Arao Wealth Creation & Management
California
$81K +$1.17K +11 +1%
GWS
671
Glassman Wealth Services
Virginia
$76K
RWM
672
Raffa Wealth Management
District of Columbia
$75.9K +$1.06K +10 +1%
CL
673
Cabana LLC
Arkansas
$73K +$71.8K +677 New
CAAS
674
Capital Asset Advisory Services
Michigan
$71K -$18.8K -177 -23%
LB
675
Legacy Bridge
Iowa
$70K