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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Caldwell Trust
Florida
$37.1K – – –
CCA
827
Column Capital Advisors
Indiana
$37K -$112K -929 -76%
FFW
828
Fusion Family Wealth
New York
$37K – – –
RFA
829
Reilly Financial Advisors
California
$37K – – –
RP
830
Rice Partnership
Hawaii
$37K – – –
TWA
831
TCI Wealth Advisors
Arizona
$37K – – –
AWM
832
Atticus Wealth Management
Florida
$37K +$20.7K +171 +150%
WWMSC
833
Wagner Wealth Management (South Carolina)
South Carolina
$36K +$34K +281 New
First Manhattan
834
First Manhattan
New York
$35K – – –
PP
835
PrairieView Partners
Minnesota
$35K – – –
PCA
836
Peddock Capital Advisors
Massachusetts
$34K +$31.8K +263 New
MA
837
MCF Advisors
Kentucky
$33K -$1.21K -10 -4%
CPWM
838
Cypress Point Wealth Management
Texas
$33K +$31.2K +258 New
GI
839
Gradient Investments
Minnesota
$31K – – –
IWMA
840
Ironwood Wealth Management (Arizona)
Arizona
$31K – – –
SL
841
Savior LLC
Massachusetts
$29K – – –
WFA
842
WestHill Financial Advisors
California
$28K +$26.8K +222 New
SIAG
843
Safeguard Investment Advisory Group
California
$28K +$27.3K +226 New
FWM
844
Focused Wealth Management
New York
$27K – – –
IBOK
845
Independence Bank of Kentucky
Kentucky
$27K – – –
DSC
846
Duncker Streett & Co
Missouri
$26K -$86K -711 -78%
SMA
847
Sage Mountain Advisors
Georgia
$26K +$24.2K +200 New
HWA
848
HCR Wealth Advisors
California
$25K +$20.1K +166 +519%
ICP
849
Interchange Capital Partners
Pennsylvania
$25K +$23.9K +198 New
GA
850
GoalVest Advisory
New York
$24K +$22.3K +184 New