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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBT
651
Hills Bank & Trust
Iowa
$167K -$125K -1,100 -43%
BCA
652
Berman Capital Advisors
Georgia
$159K – – –
SIS
653
SVB Investment Services
Utah
$154K – – –
LWM
654
Liberty Wealth Management
California
$152K +$106K +938 +227%
HFA
655
Hoover Financial Advisors
Pennsylvania
$149K +$1.02K +9 +0.7%
JWA
656
JFS Wealth Advisors
Pennsylvania
$139K – – –
CCA
657
Column Capital Advisors
Indiana
$137K +$46.8K +413 +51%
CFD
658
Creative Financial Designs
Indiana
$134K +$22.9K +202 +20%
CF
659
Centaurus Financial
California
$130K -$58.7K -518 -31%
Lazard Asset Management
660
Lazard Asset Management
New York
$129K – – –
LGWM
661
Litman Gregory Wealth Management
California
$127K – – –
WCG
662
Weaver Consulting Group
California
$126K – – –
WP
663
WealthShield Partners
North Carolina
$125K – – –
FCH
664
Freestone Capital Holdings
Washington
$121K +$122K +1,077 New
S
665
SignatureFD
Georgia
$118K +$5.78K +51 +5%
APWA
666
Atlas Private Wealth Advisors
New Jersey
$116K – – –
MF
667
Manchester Financial
California
$112K – – –
CPW
668
Catalyst Private Wealth
California
$112K +$113K +1,000 New
AA
669
Advisory Alpha
Michigan
$110K +$108K +955 New
LC
670
Lindbrook Capital
California
$106K – – –
BWM
671
BerganKDV Wealth Management
Minnesota
$103K +$340 +3 +0.3%
DSC
672
Duncker Streett & Co
Missouri
$102K +$567 +5 +0.6%
TF
673
Tompkins Financial
New York
$98K – – –
LWA
674
Lenox Wealth Advisors
New York
$97K -$5.67K -50 -5%
CHA
675
Carmichael Hill & Associates
Maryland
$94K – – –