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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
651
Berman Capital Advisors
Georgia
$159K
SIS
652
SVB Investment Services
Utah
$154K
LWM
653
Liberty Wealth Management
California
$152K +$106K +938 +227%
HFA
654
Hoover Financial Advisors
Pennsylvania
$149K +$1.02K +9 +0.7%
JWA
655
JFS Wealth Advisors
Pennsylvania
$139K
CCA
656
Column Capital Advisors
Indiana
$137K +$46.8K +413 +51%
CFD
657
Creative Financial Designs
Indiana
$134K +$22.9K +202 +20%
CF
658
Centaurus Financial
California
$130K -$58.7K -518 -31%
Lazard Asset Management
659
Lazard Asset Management
New York
$129K
LGWM
660
Litman Gregory Wealth Management
California
$127K
WCG
661
Weaver Consulting Group
California
$126K
WP
662
WealthShield Partners
North Carolina
$125K
FCH
663
Freestone Capital Holdings
Washington
$121K +$122K +1,077 New
S
664
SignatureFD
Georgia
$118K +$5.78K +51 +5%
APWA
665
Atlas Private Wealth Advisors
New Jersey
$116K
MF
666
Manchester Financial
California
$112K
CPW
667
Catalyst Private Wealth
California
$112K +$113K +1,000 New
AA
668
Advisory Alpha
Michigan
$110K +$108K +955 New
LC
669
Lindbrook Capital
California
$106K
BWM
670
BerganKDV Wealth Management
Minnesota
$103K +$340 +3 +0.3%
DSC
671
Duncker Streett & Co
Missouri
$102K +$567 +5 +0.6%
TF
672
Tompkins Financial
New York
$98K
LWA
673
Lenox Wealth Advisors
New York
$97K -$5.67K -50 -5%
CHA
674
Carmichael Hill & Associates
Maryland
$94K
EW
675
Element Wealth
Mississippi
$89K -$79.2K -699 -47%