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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MC
901
Middleton & Co
Massachusetts
$204K +$198K +1,300 New
VFPI
902
Vantage Financial Partners (Illinois)
Illinois
$204K +$198K +1,300 New
RF
903
RHS Financial
California
$204K +$198K +1,302 New
SPP
904
Single Point Partners
Massachusetts
$203K +$198K +1,299 New
FPS
905
Fieldpoint Private Securities
Connecticut
$202K – – –
WP
906
Wealthspan Partners
Iowa
$201K +$195K +1,285 New
PMFA
907
Plante Moran Financial Advisors
Michigan
$200K – – –
KPWS
908
Kestra Private Wealth Services
Texas
$200K +$194K +1,277 New
MCM
909
Manchester Capital Management
Vermont
$196K -$2.89K -19 -1%
FFA
910
Founders Financial Alliance
North Carolina
$189K – – –
BWL
911
Bogart Wealth LLC
Virginia
$187K +$23.6K +155 +15%
TH
912
TCTC Holdings
Texas
$184K – – –
Lazard Asset Management
913
Lazard Asset Management
New York
$180K – – –
MIFH
914
Migdal Insurance & Financial Holdings
Israel
$179K – – –
TCOV
915
Trust Company of Vermont
Vermont
$173K +$168K +1,103 New
KFI
916
Key Financial Inc
Pennsylvania
$169K +$1.98K +13 +1%
LPIC
917
LeJeune Puetz Investment Counsel
Michigan
$168K – – –
ZIG
918
Zullo Investment Group
Pennsylvania
$158K +$153K +1,009 New
MAWCM
919
Mine & Arao Wealth Creation & Management
California
$154K +$49.6K +326 +50%
CHA
920
Carmichael Hill & Associates
Maryland
$152K – – –
SBL
921
Sargent Bickham Lagudis
Colorado
$152K +$29.2K +192 +25%
BA
922
Ballast Advisors
Minnesota
$151K – – –
BFEC
923
Benjamin F. Edwards & Company
Missouri
$148K – – –
MFC
924
Mechanics Financial Corp
Ohio
$145K +$141K +925 New
LWA
925
Lenox Wealth Advisors
New York
$135K – – –