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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
651
Northcape Wealth Management
New York
$585K +$368K +2,390 +175%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$584K +$104K +679 +22%
WCG
653
Weaver Consulting Group
California
$581K +$247K +1,608 +76%
PMAM
654
Picton Mahoney Asset Management
Ontario, Canada
$563K – – –
CWP
655
Corepath Wealth Partners
Arizona
$562K -$34.6K -225 -6%
GM
656
Granger Management
New York
$561K – – –
AWA
657
ARQ Wealth Advisors
Arizona
$558K – – –
LTI
658
Laffer Tengler Investments
Tennessee
$555K – – –
AHC
659
Anderson Hoagland & Co
Missouri
$555K – – –
GFP
660
Gryphon Financial Partners
Ohio
$554K +$308 +2 +0.1%
CIA
661
Choate Investment Advisors
Massachusetts
$553K – – –
PWM
662
Perigon Wealth Management
California
$551K – – –
National Bank of Canada
663
National Bank of Canada
Quebec, Canada
$550K -$708K -4,598 -55%
SFWC
664
Strategic Family Wealth Counselors
New Jersey
$550K +$36.3K +236 +7%
SWA
665
Stratos Wealth Advisors
Ohio
$549K +$45.7K +297 +9%
WAOTB
666
Wealth Advisors of Tampa Bay
Florida
$546K – – –
KLI
667
Kelman-Lazarov Inc
Tennessee
$545K – – –
BA
668
Birinyi Associates
Connecticut
$545K +$539K +3,500 New
NDSI
669
Newman Dignan & Sheerar Inc
Rhode Island
$543K – – –
BTWM
670
Baker Tilly Wealth Management
Wisconsin
$543K +$252K +1,637 +88%
FPW
671
Flagship Private Wealth
Massachusetts
$542K – – –
CWM
672
C2C Wealth Management
Arizona
$540K – – –
CPA
673
Cardiff Park Advisors
California
$538K – – –
FNBTCON
674
First National Bank & Trust Co of Newtown
Pennsylvania
$536K – – –
CA
675
Claro Advisors
Massachusetts
$530K – – –