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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
801
LeJeune Puetz Investment Counsel
Michigan
$152K
KFI
802
Key Financial Inc
Pennsylvania
$151K
APWA
803
Atlas Private Wealth Advisors
New Jersey
$146K
PWM
804
Provident Wealth Management
Tennessee
$143K -$92.4K -686 -40%
MF
805
Manchester Financial
California
$141K
PA
806
Perennial Advisors
New York
$138K +$132K +979 New
LWA
807
Lenox Wealth Advisors
New York
$136K +$14K +104 +12%
FF
808
FourThought Financial
Florida
$136K +$130K +963 New
BWM
809
BerganKDV Wealth Management
Minnesota
$128K
BFEC
810
Benjamin F. Edwards & Company
Missouri
$128K +$673 +5 +0.6%
Bank Julius Baer & Co
811
Bank Julius Baer & Co
Switzerland
$126K -$207K -1,535 -63%
WP
812
WealthShield Partners
North Carolina
$126K +$120K +889 New
BCA
813
Berman Capital Advisors
Georgia
$124K -$71.9K -534 -38%
SAS
814
Stelac Advisory Services
New York
$121K
CHA
815
Carmichael Hill & Associates
Maryland
$119K
BA
816
Ballast Advisors
Minnesota
$118K +$1.35K +10 +1%
LC
817
Lindbrook Capital
California
$111K
Neuberger Berman Group
818
Neuberger Berman Group
New York
$109K +$1.88M +13,969 +349%
MLFP
819
MPS Loria Financial Planners
Illinois
$108K +$103K +765 New
MAWCM
820
Mine & Arao Wealth Creation & Management
California
$107K
FCMT
821
Founders Capital Management (Texas)
Texas
$106K -$24.2K -180 -19%
EW
822
Element Wealth
Mississippi
$105K
RWM
823
Raffa Wealth Management
District of Columbia
$100K
GWS
824
Glassman Wealth Services
Virginia
$99K
LB
825
Legacy Bridge
Iowa
$92K