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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Maripau Wealth Management
Indiana
$1.55M -$435K -1,949 -22%
IWMO
752
Integrated Wealth Management (Ohio)
Ohio
$1.55M -$435K -1,948 -22%
QCM
753
QRG Capital Management
Illinois
$1.54M +$730K +3,269 +92%
WS
754
Wedbush Securities
California
$1.54M -$247K -1,105 -14%
KF
755
Krilogy Financial
Missouri
$1.54M +$5.81K +26 +0.4%
AWA
756
Asempa Wealth Advisors
Louisiana
$1.53M +$362K +1,622 +32%
LWM
757
Lakeridge Wealth Management
Ohio
$1.53M +$5.81K +26 +0.4%
BCA
758
Bay Colony Advisors
Massachusetts
$1.51M +$68.1K +305 +5%
GJWM
759
Gilliland Jeter Wealth Management
Arkansas
$1.51M +$135K +604 +10%
MWM
760
Mattern Wealth Management
Kansas
$1.51M -$30.8K -138 -2%
CWM
761
Cahaba Wealth Management
Georgia
$1.51M -$5.81K -26 -0.4%
FWM
762
Fonville Wealth Management
Virginia
$1.5M -$4.91K -22 -0.3%
KWMG
763
King Wealth Management Group
Florida
$1.49M
GC
764
GatePass Capital
Ohio
$1.48M +$384K +1,721 +36%
Chevy Chase Trust
765
Chevy Chase Trust
Maryland
$1.48M +$282K +1,263 +24%
LA
766
Legacy Advisors
Pennsylvania
$1.47M
PTC
767
Private Trust Company
Ohio
$1.46M -$181K -812 -11%
LA
768
Latitude Advisors
Florida
$1.46M +$178K +796 +14%
SWP
769
Semus Wealth Partners
Florida
$1.46M -$215K -963 -13%
MAV
770
Mason & Associates (Virginia)
Virginia
$1.45M -$10.5K -47 -0.7%
LAS
771
Lloyd Advisory Services
Georgia
$1.45M +$893K +4,000 +169%
BP
772
BBR Partners
New York
$1.44M
BPC
773
Bearing Point Capital
Minnesota
$1.44M +$256K +1,146 +22%
LC
774
LTG Capital
Massachusetts
$1.43M -$36K -161 -2%
ACIM
775
Azimuth Capital Investment Management
Michigan
$1.42M +$15K +67 +1%