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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
901
RHS Financial
California
$204K +$198K +1,302 New
SPP
902
Single Point Partners
Massachusetts
$203K +$198K +1,299 New
FPS
903
Fieldpoint Private Securities
Connecticut
$202K
WP
904
Wealthspan Partners
Iowa
$201K +$195K +1,285 New
PMFA
905
Plante Moran Financial Advisors
Michigan
$200K
KPWS
906
Kestra Private Wealth Services
Texas
$200K +$194K +1,277 New
MCM
907
Manchester Capital Management
Vermont
$196K -$2.89K -19 -1%
FFA
908
Founders Financial Alliance
North Carolina
$189K
BWL
909
Bogart Wealth LLC
Virginia
$187K +$23.6K +155 +15%
TH
910
TCTC Holdings
Texas
$184K
Lazard Asset Management
911
Lazard Asset Management
New York
$180K
MIFH
912
Migdal Insurance & Financial Holdings
Israel
$179K
TCOV
913
Trust Company of Vermont
Vermont
$173K +$168K +1,103 New
KFI
914
Key Financial Inc
Pennsylvania
$169K +$1.98K +13 +1%
LPIC
915
LeJeune Puetz Investment Counsel
Michigan
$168K
ZIG
916
Zullo Investment Group
Pennsylvania
$158K +$153K +1,009 New
MAWCM
917
Mine & Arao Wealth Creation & Management
California
$154K +$49.6K +326 +50%
CHA
918
Carmichael Hill & Associates
Maryland
$152K
SBL
919
Sargent Bickham Lagudis
Colorado
$152K +$29.2K +192 +25%
BA
920
Ballast Advisors
Minnesota
$151K
BFEC
921
Benjamin F. Edwards & Company
Missouri
$148K
MFC
922
Mechanics Financial Corp
Ohio
$145K +$141K +925 New
LWA
923
Lenox Wealth Advisors
New York
$135K
PWM
924
Provident Wealth Management
Tennessee
$133K
AC
925
AlphaCore Capital
California
$129K +$88.2K +580 +241%