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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
851
Peterson Wealth Advisors
Utah
$327K -$808 -5 -0.2%
LS
852
Leelyn Smith
Illinois
$324K – – –
ST
853
Sabal Trust
Florida
$322K – – –
RP
854
Riverwater Partners
Wisconsin
$321K +$337K +2,084 New
CCA
855
Conservest Capital Advisors
Pennsylvania
$320K – – –
CTFG
856
Capstone Triton Financial Group
Oklahoma
$319K – – –
TSWM
857
Tyler-Stone Wealth Management
Ohio
$318K – – –
FF
858
Francis Financial
$318K -$34.9K -216 -9%
CI
859
Conning Inc
Connecticut
$317K -$2.25M -13,939 -87%
DWP
860
Daymark Wealth Partners
Ohio
$316K -$98.1K -607 -23%
IA
861
IFG Advisors
Missouri
$315K – – –
NAS
862
Nicolet Advisory Services
Wisconsin
$315K – – –
Neuberger Berman Group
863
Neuberger Berman Group
New York
$312K +$14.2K +88 +5%
GWM
864
GDS Wealth Management
Texas
$310K -$7.27K -45 -2%
HCM
865
HMS Capital Management
Tennessee
$310K – – –
FLPIM
866
F.L. Putnam Investment Management
Massachusetts
$309K +$20.5K +127 +7%
HNWA
867
Henrickson Nauta Wealth Advisors
Michigan
$309K – – –
VDI
868
Vaughan David Investments
Illinois
$309K -$1.62K -10 -0.5%
GWM
869
Gray Wealth Management
Maine
$308K – – –
GIA
870
Goodwin Investment Advisory
Georgia
$308K – – –
CFS
871
Commonwealth Financial Services
West Virginia
$305K +$321K +1,983 New
PSIWM
872
Paradigm Strategies in Wealth Management
Minnesota
$305K – – –
MFA
873
Millington Financial Advisors
Illinois
$305K – – –
IFA
874
Interactive Financial Advisors
Illinois
$304K -$5.98K -37 -2%
BFM
875
Boston Financial Management
Massachusetts
$303K -$32.3K -200 -9%