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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LB
676
Legacy Bridge
Iowa
$70K – – –
OIA
677
Optimum Investment Advisors
Illinois
$70K – – –
AssetMark Inc
678
AssetMark Inc
California
$70K +$68.2K +643 New
PMFA
679
Plante Moran Financial Advisors
Michigan
$67K – – –
AWA
680
Arkadios Wealth Advisors
Georgia
$66.8K – – –
CIA
681
Cascade Investment Advisors
Oregon
$64.9K – – –
CCMIC
682
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$63K +$11.8K +111 +23%
SQA
683
Simon Quick Advisors
New Jersey
$62K -$1.17M -11,025 -95%
TCM
684
TD Capital Management
Tennessee
$62K +$6.26K +59 +11%
RFWA
685
RPg Family Wealth Advisory
Massachusetts
$57.4K – – –
SIAS
686
Shine Investment Advisory Services
Colorado
$57K -$84.9K -800 -60%
FMP
687
Financial Management Professionals
Texas
$52K – – –
ICM
688
Islay Capital Management
Texas
$51K +$50.3K +474 New
PWP
689
Principle Wealth Partners
Connecticut
$50K +$49K +462 New
POIA
690
Pin Oak Investment Advisors
Texas
$49K – – –
SWM
691
Sugarloaf Wealth Management
Georgia
$48K +$212 +2 +0.5%
CFO
692
CVA Family Office
Colorado
$46K – – –
LWM
693
Liberty Wealth Management
California
$45K -$2.12K -20 -5%
FCM
694
Firestone Capital Management
Florida
$42K – – –
ME
695
McIlrath & Eck
Washington
$42K – – –
SFSIG
696
San Francisco Sentry Investment Group
California
$42K – – –
PAI
697
Pittenger & Anderson Inc
Nebraska
$41K – – –
MIM
698
Macroview Investment Management
Maryland
$41K +$1.7K +16 +4%
RWB
699
RMR Wealth Builders
New Jersey
$41K +$40.4K +381 New
BFIM
700
Beese Fulmer Investment Management
Ohio
$40K +$39.4K +371 New