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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
776
Titus Wealth Management
California
$213K +$203K +1,510 New
MMG
777
Monetary Management Group
Missouri
$212K – – –
AWE
778
Avidian Wealth Enterprises
Texas
$212K +$202K +1,500 New
BAMG
779
Brand Asset Management Group
Missouri
$211K +$135 +1 +0.1%
WIC
780
Woodmont Investment Counsel
Tennessee
$210K +$200K +1,486 New
WAOTB
781
Wealth Advisors of Tampa Bay
Florida
$208K +$198K +1,470 New
HWMA
782
Heritage Wealth Management (Arizona)
Arizona
$207K +$197K +1,462 New
BFS
783
Bard Financial Services
Connecticut
$206K +$196K +1,455 New
SFO
784
Stokes Family Office
Louisiana
$206K +$197K +1,460 New
HBT
785
Hills Bank & Trust
Iowa
$203K -$2.15K -16 -1%
SF
786
Summit Financial
New Jersey
$202K +$193K +1,432 New
PL
787
Parthenon LLC
Kentucky
$201K +$191K +1,422 New
CFD
788
Creative Financial Designs
Indiana
$200K +$6.46K +48 +4%
CMP
789
Courage Miller Partners
Virginia
$200K +$191K +1,418 New
HFA
790
Hoover Financial Advisors
Pennsylvania
$199K +$942 +7 +0.5%
SQA
791
Simon Quick Advisors
New Jersey
$197K +$404 +3 +0.2%
CP
792
Covenant Partners
Tennessee
$186K -$19.8K -147 -10%
SWM
793
Sugarloaf Wealth Management
Georgia
$182K -$55.1K -409 -29%
FPS
794
Fieldpoint Private Securities
Connecticut
$182K -$26K -193 -13%
PMFA
795
Plante Moran Financial Advisors
Michigan
$181K -$185K -1,376 -52%
MCM
796
Manchester Capital Management
Vermont
$179K – – –
LWM
797
Liberty Wealth Management
California
$172K – – –
CF
798
Centaurus Financial
California
$163K +$135 +1 +0.1%
Lazard Asset Management
799
Lazard Asset Management
New York
$162K – – –
LGWM
800
Litman Gregory Wealth Management
California
$159K – – –