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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
851
Kingsview Wealth Management
Oregon
$601K +$140K +786 +32%
CCWM
852
Cassaday & Co Wealth Management
Virginia
$600K +$2.49K +14 +0.4%
SDAM
853
Shulman DeMeo Asset Management
New York
$600K +$2.31K +13 +0.4%
IWN
854
Independent Wealth Network
Iowa
$598K -$178 -1 -0%
JFGIW
855
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$598K -$114K -641 -17%
WAM
856
WNY Asset Management
New York
$597K
GFA
857
Gallagher Fiduciary Advisors
Illinois
$596K +$1.96K +11 +0.3%
SOS
858
Silver Oak Securities
Tennessee
$596K +$166K +934 +41%
SW
859
SVB Wealth
Massachusetts
$596K -$15.1K -85 -3%
BCA
860
Ballentine Capital Advisors
South Carolina
$595K -$17.2K -97 -3%
KFI
861
Key Financial Inc
Pennsylvania
$593K
PI
862
PFG Investments
New York
$592K +$38.9K +219 +7%
ACGA
863
Atlanta Consulting Group Advisors
Georgia
$592K +$563K +3,167 New
LCGC
864
Legacy Capital Group California
California
$590K -$399K -2,242 -42%
Vanguard Group
865
Vanguard Group
Pennsylvania
$590K +$217K +1,220 +63%
SMA
866
Seven Mile Advisory
New Jersey
$589K -$1.78K -10 -0.3%
KA
867
Klingman & Associates
New York
$584K
RDFA
868
Ritter Daniher Financial Advisory
Ohio
$581K -$39.1K -220 -7%
TCA
869
Trifecta Capital Advisors
Illinois
$579K -$53.7K -302 -9%
DC
870
Davenport & Co
Virginia
$578K +$116K +655 +27%
TW
871
Towerpoint Wealth
California
$575K -$178 -1 -0%
OC
872
Oarsman Capital
Wisconsin
$575K +$24.4K +137 +5%
CA
873
Claro Advisors
Massachusetts
$567K +$10.7K +60 +2%
NL
874
Navalign LLC
California
$566K -$35K -197 -6%
OPW
875
Oxler Private Wealth
New York
$564K +$1.6K +9 +0.3%