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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SLWS
776
Swaine & Leidel Wealth Services
Florida
-$695K -6,422 Closed
SMG
777
Smart Money Group
Texas
-$688K -6,362 Closed
LWAC
778
Laurel Wealth Advisors (California)
California
-$677K -6,256 Closed
NL
779
NWAM LLC
Washington
-$460K -4,248 Closed
SBWM
780
Sunflower Bank Wealth Management
Arizona
-$427K -3,945 Closed
RIA
781
Regal Investment Advisors
Michigan
-$386K -3,566 Closed
SMFS
782
Squar Milner Financial Services
California
-$349K -3,224 Closed
RMA
783
Roffman Miller Associates
Pennsylvania
-$317K -2,931 Closed
MOS
784
MGO One Seven
Ohio
-$314K -2,903 Closed
Verition Fund Management
785
Verition Fund Management
Connecticut
-$303K -2,801 Closed
BCA
786
Biltmore Capital Advisors
New Jersey
-$290K -2,681 Closed
AF
787
Arrow Financial
New York
-$286K -2,644 Closed
HHRDM
788
H&H Retirement Design & Management
Nevada
-$254K -2,346 Closed
WJWM
789
Williams Jones Wealth Management
New York
-$241K -2,227 Closed
BB
790
Busey Bank
Illinois
-$234K -2,158 Closed
NAS
791
Nicolet Advisory Services
Wisconsin
-$224K -2,069 Closed
TA
792
TCG Advisors
Texas
-$204K -1,886 Closed
DY
793
Dowling & Yahnke
California
-$200K -1,850 Closed
WA
794
Waverly Advisors
Alabama
-$209K -1,805 Closed
HR
795
Howe & Rusling
New York
-$127K -1,170 Closed
KPW
796
Kore Private Wealth
New York
-$123K -1,142 Closed
CG
797
Cutler Group
California
-$113K -1,000 Closed
Bessemer Group
798
Bessemer Group
New Jersey
-$91K -844 Closed
PWP
799
Principle Wealth Partners
Connecticut
-$50K -462 Closed
RWB
800
RMR Wealth Builders
New Jersey
-$41K -381 Closed