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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
$581K +$247K +1,608 +76%
PMAM
652
Picton Mahoney Asset Management
Ontario, Canada
$563K
CWP
653
Corepath Wealth Partners
Arizona
$562K -$34.6K -225 -6%
GM
654
Granger Management
New York
$561K
AWA
655
ARQ Wealth Advisors
Arizona
$558K
LTI
656
Laffer Tengler Investments
Tennessee
$555K
AHC
657
Anderson Hoagland & Co
Missouri
$555K
GFP
658
Gryphon Financial Partners
Ohio
$554K +$308 +2 +0.1%
CIA
659
Choate Investment Advisors
Massachusetts
$553K
PWM
660
Perigon Wealth Management
California
$551K
National Bank of Canada
661
National Bank of Canada
Quebec, Canada
$550K -$708K -4,598 -55%
SFWC
662
Strategic Family Wealth Counselors
New Jersey
$550K +$36.3K +236 +7%
SWA
663
Stratos Wealth Advisors
Ohio
$549K +$45.7K +297 +9%
WAOTB
664
Wealth Advisors of Tampa Bay
Florida
$546K
KLI
665
Kelman-Lazarov Inc
Tennessee
$545K
BA
666
Birinyi Associates
Connecticut
$545K +$539K +3,500 New
NDSI
667
Newman Dignan & Sheerar Inc
Rhode Island
$543K
BTWM
668
Baker Tilly Wealth Management
Wisconsin
$543K +$252K +1,637 +88%
FPW
669
Flagship Private Wealth
Massachusetts
$542K
CWM
670
C2C Wealth Management
Arizona
$540K
CPA
671
Cardiff Park Advisors
California
$538K
FNBTCON
672
First National Bank & Trust Co of Newtown
Pennsylvania
$536K
CA
673
Claro Advisors
Massachusetts
$530K
DFC
674
DBK Financial Counsel
Ohio
$529K
TFA
675
TPG Financial Advisors
Oregon
$529K