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iShares S&P 500 Value ETF

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