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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
726
FinTrust Capital Advisors
South Carolina
$20K +$13.3K +117 +195%
OC
727
Oakworth Capital
Alabama
$19K
RIM
728
Rockbridge Investment Management
New York
$18K
TCOV
729
Trust Company of Vermont
Vermont
$16K -$16K -141 -50%
AF
730
Affiance Financial
Minnesota
$15K
PFWA
731
Paces Ferry Wealth Advisors
Georgia
$15K +$14.7K +130 New
TI
732
tru Independence
Oregon
$15K +$15.1K +133 New
VNA
733
Valley National Advisers
Pennsylvania
$14K
AWM
734
Atticus Wealth Management
Florida
$13K -$6.12K -54 -32%
RCA
735
Rowland Carmichael Advisors
Arizona
$12K
TFA
736
Toth Financial Advisory
Virginia
$12K
NFSG
737
Newbridge Financial Services Group
Florida
$12K +$12.1K +107 New
EWM
738
Edge Wealth Management
New York
$11K
PO
739
Private Ocean
California
$11K
JAWM
740
J. Arnold Wealth Management
Ohio
$11K +$11.3K +100 New
AssetMark Inc
741
AssetMark Inc
California
$10K -$62.7K -553 -86%
JWM
742
Janiczek Wealth Management
Colorado
$10K
PFO
743
Pathstone Family Office
New Jersey
$10K
TWP
744
TFO Wealth Partners
Ohio
$10K +$10.1K +89 New
AIA
745
Armor Investment Advisors
North Carolina
$9K
FRA
746
Front Row Advisors
California
$9K
RCA
747
Ranch Capital Advisors
Florida
$9K
TF
748
TimeScale Financial
Massachusetts
$9K
AW
749
Avion Wealth
Texas
$9K +$6.23K +55 +250%
PIP
750
Peachtree Investment Partners
Florida
$8K