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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPW
751
Oxler Private Wealth
New York
$460K -$162 -1 -0%
VC
752
Veracity Capital
Georgia
$459K – – –
PI
753
PFG Investments
New York
$458K -$27.3K -169 -5%
CW
754
Connectus Wealth
Ohio
$458K +$22.6K +140 +5%
CPA
755
Cardiff Park Advisors
California
$457K – – –
WFAG
756
Worth Financial Advisory Group
North Carolina
$456K -$109K -676 -19%
AB
757
Atlas Brown
Kentucky
$453K – – –
CWM
758
Cabot Wealth Management
Massachusetts
$449K -$162 -1 -0%
QC
759
Quent Capital
New York
$441K – – –
DC
760
Davenport & Co
Virginia
$439K +$131K +808 +39%
YCM
761
Yousif Capital Management
Michigan
$437K +$196K +1,215 +75%
OC
762
Oarsman Capital
Wisconsin
$436K +$10K +62 +2%
PL
763
Plancorp LLC
Missouri
$435K -$95.8K -593 -17%
GWA
764
GGM Wealth Advisors
Maryland
$432K – – –
SWM
765
Stockman Wealth Management
Montana
$431K – – –
DI
766
Disciplined Investments
Oklahoma
$431K -$166K -1,024 -27%
MSAM
767
Moloney Securities Asset Management
Missouri
$428K – – –
National Bank of Canada
768
National Bank of Canada
Quebec, Canada
$427K +$10.2K +63 +2%
CF
769
Centaurus Financial
California
$426K -$2.16M -13,355 -83%
Empower Advisory Group
770
Empower Advisory Group
Colorado
$425K +$52K +322 +13%
4WM
771
4J Wealth Management
Virginia
$425K – – –
RRWA
772
Rainey & Randall Wealth Advisors
Florida
$419K – – –
USB
773
Union Savings Bank
Connecticut
$419K -$3.39K -21 -0.8%
CAM
774
Concorde Asset Management
Michigan
$417K – – –
FPGK
775
Financial Partners Group (Kansas)
Kansas
$416K +$1.13K +7 +0.3%