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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
801
King Wealth Management Group
Florida
$207K +$212K +1,423 New
IIC
802
Ironwood Investment Counsel
Arizona
$207K +$213K +1,430 New
CMI
803
Clare Market Investments
Texas
$206K -$14.9K -100 -7%
HWMA
804
Heritage Wealth Management (Arizona)
Arizona
$206K -$2.09K -14 -1%
TC
805
TownSquare Capital
Utah
$206K +$211K +1,416 New
SQA
806
Simon Quick Advisors
New Jersey
$203K -$76.6K -514 -27%
WCM
807
Wealthcare Capital Management
Virginia
$203K – – –
CFD
808
Creative Financial Designs
Indiana
$203K +$9.24K +62 +5%
RCA
809
Rex Capital Advisors
Rhode Island
$202K – – –
VCP
810
Vista Capital Partners
Oregon
$201K – – –
LWM
811
Liberty Wealth Management
California
$199K +$745 +5 +0.4%
JEST
812
JTC Employer Solutions Trustee
Jersey
$197K – – –
WBC
813
West Branch Capital
Massachusetts
$197K – – –
CCA
814
Column Capital Advisors
Indiana
$195K +$139K +931 +229%
CP
815
Covenant Partners
Tennessee
$191K – – –
SWM
816
Sugarloaf Wealth Management
Georgia
$188K – – –
FPS
817
Fieldpoint Private Securities
Connecticut
$187K – – –
EI
818
Ellevest Inc
New York
$186K – – –
PMFA
819
Plante Moran Financial Advisors
Michigan
$186K – – –
MCM
820
Manchester Capital Management
Vermont
$184K – – –
FFA
821
Founders Financial Alliance
North Carolina
$176K – – –
TH
822
TCTC Holdings
Texas
$171K +$175K +1,175 New
Lazard Asset Management
823
Lazard Asset Management
New York
$167K – – –
MIFH
824
Migdal Insurance & Financial Holdings
Israel
$166K – – –
ZB
825
Zions Bancorporation
Utah
$160K +$133K +892 +435%