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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
801
WealthGarden F.S.
California
$1.32M -$39.1K -175 -3%
MWA
802
Midland Wealth Advisors
Illinois
$1.32M -$78.2K -350 -6%
CG
803
Corundum Group
Colorado
$1.31M -$40.2K -180 -3%
EAN
804
Excelsior Advisor Network
Colorado
$1.31M +$25K +112 +2%
BFO
805
Boston Family Office
Massachusetts
$1.3M – – –
HNB
806
Hilltop National Bank
Wyoming
$1.3M -$127K -567 -9%
SWM
807
Sendero Wealth Management
Texas
$1.29M +$670 +3 +0.1%
Vanguard Personalized Indexing Management
808
Vanguard Personalized Indexing Management
California
$1.29M -$70.4K -315 -5%
VVP
809
Venture Visionary Partners
Ohio
$1.29M +$59.4K +266 +5%
RIL
810
Rothschild Investment LLC
Illinois
$1.29M +$3.35K +15 +0.3%
DCM
811
Donaldson Capital Management
Indiana
$1.28M +$516K +2,312 +69%
MWA
812
MN Wealth Advisors
Kansas
$1.27M -$65.9K -295 -5%
FNBOO
813
First National Bank of Omaha
Nebraska
$1.27M -$16.8K -75 -1%
BI
814
Breachway Investments
Rhode Island
$1.27M -$309K -1,385 -20%
BSTWA
815
Blake Schutter Theil Wealth Advisors
Ohio
$1.27M – – –
WA
816
WESPAC Advisors
California
$1.25M -$213K -952 -15%
SFWC
817
Strategic Family Wealth Counselors
New Jersey
$1.23M +$36.9K +165 +3%
SWA
818
SOA Wealth Advisors
New York
$1.23M – – –
WPC
819
Wedmont Private Capital
Pennsylvania
$1.23M -$24.6K -110 -2%
LA
820
Lifeworks Advisors
Michigan
$1.23M -$88K -394 -7%
CI
821
Conning Inc
Connecticut
$1.22M – – –
FC
822
Fairscale Capital
New Hampshire
$1.22M -$12.5K -56 -1%
PCIG
823
Partners Capital Investment Group
Massachusetts
$1.22M +$4.69K +21 +0.4%
LPAM
824
Lodestar Private Asset Management
California
$1.21M -$23.9K -107 -2%
CD
825
Chapin Davis
Maryland
$1.21M +$5.14K +23 +0.4%