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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
751
Centaurus Financial
California
$905K +$83.7K +471 +11%
CFS
752
CRA Financial Services
New Jersey
$905K +$49.2K +277 +6%
PWA
753
Provenance Wealth Advisors
Florida
$904K -$533 -3 -0.1%
FWM
754
Foguth Wealth Management
Michigan
$904K +$860K +4,838 New
FA
755
Fiduciary Alliance
South Carolina
$898K +$12.4K +70 +1%
HCM
756
Highview Capital Management
Illinois
$897K -$1.78K -10 -0.2%
Vontobel Holding
757
Vontobel Holding
Switzerland
$888K – – –
NWM
758
Napa Wealth Management
California
$884K -$1.27M -7,168 -60%
IWA
759
Inspirion Wealth Advisors
Illinois
$874K +$2.13K +12 +0.3%
NEWAS
760
N.E.W. Advisory Services
Wisconsin
$870K +$19K +107 +2%
BF
761
Blankinship & Foster
California
$868K -$3.2K -18 -0.4%
VVP
762
Venture Visionary Partners
Ohio
$863K +$35.7K +201 +5%
FCAS
763
First Command Advisory Services
Texas
$860K +$46.6K +262 +6%
TA
764
TrueWealth Advisors
Alabama
$858K +$95.5K +537 +13%
NSB
765
Norway Savings Bank
Maine
$857K -$52.8K -297 -6%
SFG
766
Sovereign Financial Group
Connecticut
$855K +$814K +4,579 New
MSA
767
Marino Stram & Associates
Massachusetts
$853K +$20.4K +115 +3%
MA
768
MCF Advisors
Kentucky
$851K – – –
RFA
769
Resurgent Financial Advisors
Georgia
$850K +$493K +2,775 +157%
AEPWM
770
Atlantic Edge Private Wealth Management
Florida
$837K – – –
GWS
771
Glassman Wealth Services
Virginia
$837K -$1.07K -6 -0.1%
MOS
772
MGO One Seven
Ohio
$836K +$337K +1,894 +73%
MSWM
773
McGlone Suttner Wealth Management
Wisconsin
$835K – – –
D
774
Dentgroup
Louisiana
$835K +$795K +4,472 New
FWA
775
FSM Wealth Advisors
Ohio
$835K – – –