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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
901
R.M. Davis Inc
Maine
$242K
CCA
902
Column Capital Advisors
Indiana
$242K
GWM
903
Greenhouse Wealth Management
Connecticut
$241K
RWA
904
Redhawk Wealth Advisors
Minnesota
$241K -$857 -6 -0.4%
W
905
Wealthquest
Ohio
$240K
WA1
906
Wimmer Associates 1
California
$239K
AIP
907
Ahrens Investment Partners
Louisiana
$239K
CHC
908
City Holding Co
West Virginia
$236K
WB
909
Webster Bank
Connecticut
$234K +$14.4K +101 +7%
LSA
910
Lion Street Advisors
Texas
$233K -$14.3K -100 -6%
UL
911
Unionview LLC
Washington
$232K +$1.28K +9 +0.6%
WAOTB
912
Wealth Advisors of Tampa Bay
Florida
$232K -$19.3K -135 -8%
TYCC
913
Texas Yale Capital Corp
Florida
$232K
PWM
914
PBMares Wealth Management
Virginia
$230K +$227K +1,588 New
IWA
915
Icon Wealth Advisors
Texas
$229K
Boston Partners
916
Boston Partners
Massachusetts
$229K +$226K +1,580 New
FAG
917
Fortitude Advisory Group
Washington
$227K +$223K +1,564 New
UFA
918
US Financial Advisors
Massachusetts
$227K
DWP
919
Daymark Wealth Partners
Ohio
$227K +$223K +1,563 New
WMS
920
Wealth Management Solutions
Pennsylvania
$226K -$27.3K -191 -11%
FCIM
921
Fairview Capital Investment Management
California
$226K +$222K +1,556 New
CW
922
CIC Wealth
Maryland
$221K +$218K +1,525 New
Fisher Asset Management
923
Fisher Asset Management
Washington
$221K +$217K +1,522 New
USCWA
924
U.S. Capital Wealth Advisors
Texas
$220K -$34.1K -239 -14%
MIFH
925
Migdal Insurance & Financial Holdings
Israel
$219K +$52.8K +370 +32%