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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WQ
726
Wealth Quarterback
New Jersey
$419K +$450K +3,050 New
IFG
727
Independent Financial Group
California
$413K -$379K -2,570 -46%
Wealth Enhancement Advisory Services
728
Wealth Enhancement Advisory Services
Minnesota
$410K -$139K -943 -24%
WTB
729
Washington Trust Bank
Washington
$405K – – –
OPW
730
Oxler Private Wealth
New York
$405K +$1.92K +13 +0.4%
SC
731
Saiph Capital
New Jersey
$402K +$241K +1,632 +126%
SXL
732
Summit X LLC
Missouri
$402K -$1.77K -12 -0.4%
WCG
733
Weaver Consulting Group
California
$399K -$122K -828 -22%
TFS
734
TrustCore Financial Services
Tennessee
$399K -$6.49K -44 -1%
FWA
735
FSM Wealth Advisors
Ohio
$396K +$403K +2,732 New
4WM
736
4J Wealth Management
Virginia
$395K +$2.95K +20 +0.7%
QC
737
Quent Capital
New York
$394K -$256K -1,737 -38%
SDAM
738
Shulman DeMeo Asset Management
New York
$393K +$1.77K +12 +0.4%
LFG
739
Larson Financial Group
Missouri
$390K -$4.72K -32 -1%
BWM
740
Blossom Wealth Management
California
$389K +$10.3K +70 +3%
RC
741
RegentAtlantic Capital
New Jersey
$388K -$14.6K -99 -3%
FF
742
Francis Financial
$388K +$404K +2,735 New
WFA
743
Wipfli Financial Advisors
Wisconsin
$388K +$416K +2,821 New
RTS
744
Round Table Services
New Jersey
$387K – – –
CW
745
Connectus Wealth
Ohio
$386K +$590 +4 +0.1%
SWM
746
Stockman Wealth Management
Montana
$385K – – –
TTWM
747
TCV Trust & Wealth Management
Virginia
$385K – – –
Neuberger Berman Group
748
Neuberger Berman Group
New York
$385K +$413K +2,798 New
PWM
749
Perigon Wealth Management
California
$384K -$110K -747 -21%
ACP
750
Arcus Capital Partners
Georgia
$384K +$1.77K +12 +0.4%