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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Maripau Wealth Management
Indiana
$938K -$97.3K -503 -9%
SF
802
Summit Financial
New Jersey
$937K -$346K -1,789 -27%
MW
803
Members Wealth
Pennsylvania
$937K -$145K -750 -13%
LA
804
LexAurum Advisors
Kansas
$934K +$204K +1,056 +27%
JSL
805
JT Stratford LLC
Georgia
$931K +$320K +1,652 +51%
BFA
806
Beacon Financial Advisory
Ohio
$927K +$228K +1,176 +32%
TA
807
TrueWealth Advisors
Alabama
$915K +$57.3K +296 +7%
FFA
808
Florida Financial Advisors
Florida
$912K +$293K +1,512 +46%
JFG
809
JMG Financial Group
Illinois
$910K -$70.2K -363 -7%
KWM
810
Kingsview Wealth Management
Oregon
$910K +$2.71K +14 +0.3%
GG
811
Greenwood Gearhart
Arkansas
$909K +$195K +1,007 +27%
PWA
812
Provenance Wealth Advisors
Florida
$908K -$2.52K -13 -0.3%
SFA
813
Semmax Financial Advisors
North Carolina
$906K +$258K +1,332 +37%
Vontobel Holding
814
Vontobel Holding
Switzerland
$906K
GCA
815
Gallagher Capital Advisors
Texas
$901K +$194 +1 +0%
EAM
816
Evanson Asset Management
California
$900K -$164K -850 -15%
CCG
817
Catalina Capital Group
California
$898K +$176K +908 +24%
CWM
818
Connecticut Wealth Management
Connecticut
$897K -$134K -695 -13%
D
819
Dentgroup
Louisiana
$887K -$1.55K -8 -0.2%
AEPWM
820
Atlantic Edge Private Wealth Management
Florida
$886K
ONB
821
Old National Bancorp
Indiana
$885K -$406K -2,100 -31%
NEWAS
822
N.E.W. Advisory Services
Wisconsin
$865K -$3.29K -17 -0.4%
MAWA
823
Moss Adams Wealth Advisors
Washington
$863K +$194 +1 +0%
SAM
824
Smartleaf Asset Management
Massachusetts
$858K +$60.4K +312 +7%
1SB
825
1ST Source Bank
Indiana
$857K -$11.6K -60 -1%