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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
776
Monetary Management Group
Missouri
$212K
AWE
777
Avidian Wealth Enterprises
Texas
$212K +$202K +1,500 New
BAMG
778
Brand Asset Management Group
Missouri
$211K +$135 +1 +0.1%
WIC
779
Woodmont Investment Counsel
Tennessee
$210K +$200K +1,486 New
WAOTB
780
Wealth Advisors of Tampa Bay
Florida
$208K +$198K +1,470 New
HWMA
781
Heritage Wealth Management (Arizona)
Arizona
$207K +$197K +1,462 New
BFS
782
Bard Financial Services
Connecticut
$206K +$196K +1,455 New
SFO
783
Stokes Family Office
Louisiana
$206K +$197K +1,460 New
HBT
784
Hills Bank & Trust
Iowa
$203K -$2.15K -16 -1%
SF
785
Summit Financial
New Jersey
$202K +$193K +1,432 New
PL
786
Parthenon LLC
Kentucky
$201K +$191K +1,422 New
CFD
787
Creative Financial Designs
Indiana
$200K +$6.46K +48 +4%
CMP
788
Courage Miller Partners
Virginia
$200K +$191K +1,418 New
HFA
789
Hoover Financial Advisors
Pennsylvania
$199K +$942 +7 +0.5%
SQA
790
Simon Quick Advisors
New Jersey
$197K +$404 +3 +0.2%
CP
791
Covenant Partners
Tennessee
$186K -$19.8K -147 -10%
SWM
792
Sugarloaf Wealth Management
Georgia
$182K -$55.1K -409 -29%
FPS
793
Fieldpoint Private Securities
Connecticut
$182K -$26K -193 -13%
PMFA
794
Plante Moran Financial Advisors
Michigan
$181K -$185K -1,376 -52%
MCM
795
Manchester Capital Management
Vermont
$179K
LWM
796
Liberty Wealth Management
California
$172K
CF
797
Centaurus Financial
California
$163K +$135 +1 +0.1%
Lazard Asset Management
798
Lazard Asset Management
New York
$162K
LGWM
799
Litman Gregory Wealth Management
California
$159K
TCOV
800
Trust Company of Vermont
Vermont
$156K -$51.8K -385 -26%