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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
901
Edge Wealth Management
New York
$15K – – –
PO
902
Private Ocean
California
$15K – – –
WB
903
Webster Bank
Connecticut
$15K – – –
BL
904
Balentine LLC
Georgia
$14K +$14.2K +95 New
KIG
905
Kowal Investment Group
Wisconsin
$14K +$14.5K +97 New
HA
906
Herold Advisors
New York
$14K +$14.9K +100 New
RTL
907
Red Tortoise LLC
Georgia
$14K +$16.4K +110 New
HI
908
Hudock Inc
Pennsylvania
$13K – – –
JWM
909
Janiczek Wealth Management
Colorado
$13K – – –
AIA
910
Armor Investment Advisors
North Carolina
$12K – – –
RCA
911
Ranch Capital Advisors
Florida
$12K – – –
FCB
912
First Command Bank
Texas
$11K – – –
FCFS
913
First Command Financial Services
Texas
$11K – – –
IFAM
914
Institutional & Family Asset Management
Colorado
$10K -$651K -4,367 -98%
FRA
915
Front Row Advisors
California
$10K – – –
PIP
916
Peachtree Investment Partners
Florida
$10K – – –
TFA
917
Toth Financial Advisory
Virginia
$10K – – –
FCA
918
FinTrust Capital Advisors
South Carolina
$9K – – –
KFS
919
Kelly Financial Services
Massachusetts
$8.72K – – –
GWSG
920
GPS Wealth Strategies Group
Colorado
$8K – – –
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$8K +$7.75K +52 New
CA
922
Crewe Advisors
Utah
$7K – – –
CFFP
923
Center for Financial Planning
Michigan
$7K +$7.45K +50 New
JMF
924
Johnson Midwest Financial
Iowa
$6K -$15.9M -106,518 -100%
APWA
925
Atlas Private Wealth Advisors
New Jersey
$5K – – –