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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
826
Peterson Wealth Advisors
Utah
$344K – – –
MMM
827
Mendel Money Management
Illinois
$342K – – –
KIA
828
KCM Investment Advisors
California
$340K – – –
TWM
829
Tradition Wealth Management
Minnesota
$339K +$302 +2 +0.1%
LJAC
830
L.J. Altfest & Co
New York
$338K +$1.36K +9 +0.4%
T2I
831
Turim 21 Investimentos
Brazil
$338K – – –
ADL
832
Asset Dedication LLC
California
$337K – – –
LWM
833
Laidlaw Wealth Management
New York
$336K -$71.9K -476 -18%
SAM
834
Silverhawk Asset Management
Arizona
$333K – – –
BFM
835
Boston Financial Management
Massachusetts
$329K – – –
IFWM
836
Institute for Wealth Management
Colorado
$329K – – –
CSWM
837
Cassady Schiller Wealth Management
Ohio
$329K – – –
GWM
838
GDS Wealth Management
Texas
$329K +$8.16K +54 +3%
LS
839
Leelyn Smith
Illinois
$326K +$12.7K +84 +4%
SFG
840
StrategIQ Financial Group
Indiana
$326K +$325K +2,149 New
OCM
841
One Capital Management
California
$326K -$135K -896 -28%
Qube Research & Technologies (QRT)
842
Qube Research & Technologies (QRT)
United Kingdom
$326K -$700K -4,631 -68%
CPIA
843
Cornell Pochily Investment Advisors
New York
$326K +$8.31K +55 +3%
MOS
844
MGO One Seven
Ohio
$325K +$324K +2,143 New
CCM
845
Colorado Capital Management
Colorado
$324K – – –
BMCM
846
Burns Matteson Capital Management
New York
$321K +$320K +2,118 New
EW
847
Element Wealth
Mississippi
$318K – – –
ST
848
Sabal Trust
Florida
$317K – – –
CTFG
849
Capstone Triton Financial Group
Oklahoma
$316K +$61.7K +408 +24%
Manulife (Manufacturers Life Insurance)
850
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$316K -$6.59M -43,639 -95%