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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
651
Litman Gregory Wealth Management
California
$122K – – –
WCG
652
Weaver Consulting Group
California
$121K – – –
WP
653
WealthShield Partners
North Carolina
$120K -$151K -1,424 -56%
CAL
654
Capital Advisors Ltd
Ohio
$115K -$144K -1,356 -56%
APWA
655
Atlas Private Wealth Advisors
New Jersey
$112K +$110K +1,035 New
S
656
SignatureFD
Georgia
$108K -$109K -1,030 -51%
MF
657
Manchester Financial
California
$108K – – –
CG
658
Cutler Group
California
$108K +$106K +1,000 New
CFD
659
Creative Financial Designs
Indiana
$107K +$83.3K +785 +385%
PWM
660
Provident Wealth Management
Tennessee
$107K +$105K +987 New
LC
661
Lindbrook Capital
California
$102K +$100K +946 New
BWM
662
BerganKDV Wealth Management
Minnesota
$99K +$530 +5 +0.5%
LWA
663
Lenox Wealth Advisors
New York
$99K +$5.3K +50 +6%
DSC
664
Duncker Streett & Co
Missouri
$98K -$20.1K -189 -17%
TF
665
Tompkins Financial
New York
$94K – – –
Bessemer Group
666
Bessemer Group
New Jersey
$91K -$633K -5,970 -88%
CHA
667
Carmichael Hill & Associates
Maryland
$91K – – –
CFB
668
Cullen/Frost Bankers
Texas
$90K +$29.5K +278 +51%
CCA
669
Column Capital Advisors
Indiana
$87K +$42.2K +398 +98%
BA
670
Ballast Advisors
Minnesota
$83K – – –
MAWCM
671
Mine & Arao Wealth Creation & Management
California
$81K +$1.17K +11 +1%
GWS
672
Glassman Wealth Services
Virginia
$76K – – –
RWM
673
Raffa Wealth Management
District of Columbia
$75.9K +$1.06K +10 +1%
CL
674
Cabana LLC
Arkansas
$73K +$71.8K +677 New
CAAS
675
Capital Asset Advisory Services
Michigan
$71K -$18.8K -177 -23%