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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
851
HHM Wealth Advisors
Tennessee
$46K
POIA
852
Pin Oak Investment Advisors
Texas
$43K
JFA
853
JNBA Financial Advisors
Minnesota
$41K -$31K -230 -44%
CCA
854
Column Capital Advisors
Indiana
$41K
FFW
855
Fusion Family Wealth
New York
$41K
RFA
856
Reilly Financial Advisors
California
$41K
RP
857
Rice Partnership
Hawaii
$41K
TWA
858
TCI Wealth Advisors
Arizona
$41K
CT
859
Caldwell Trust
Florida
$41K
WWMSC
860
Wagner Wealth Management (South Carolina)
South Carolina
$40K
First Manhattan
861
First Manhattan
New York
$39K
PP
862
PrairieView Partners
Minnesota
$39K
AWM
863
Activest Wealth Management
Florida
$39K +$37.2K +276 New
AWM
864
Atticus Wealth Management
Florida
$37K -$2.96K -22 -8%
MA
865
MCF Advisors
Kentucky
$37K -$135 -1 -0.4%
CPWM
866
Cypress Point Wealth Management
Texas
$36K
IWMA
867
Ironwood Wealth Management (Arizona)
Arizona
$34K
SL
868
Savior LLC
Massachusetts
$32K
AW
869
Avion Wealth
Texas
$32K +$20.1K +149 +194%
WFA
870
WestHill Financial Advisors
California
$31K
MCC
871
Money Concepts Capital
Florida
$31K +$29.4K +218 New
FI
872
FormulaFolio Investments
Michigan
$30K -$2.33M -17,276 -99%
FWM
873
Focused Wealth Management
New York
$30K
IBOK
874
Independence Bank of Kentucky
Kentucky
$30K
Kayne Anderson Rudnick Investment Management
875
Kayne Anderson Rudnick Investment Management
California
$30K +$28.9K +215 New