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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GGS
901
Galvin Gaustad & Stein
Arizona
$243K – – –
CTFG
902
Capstone Triton Financial Group
Oklahoma
$243K +$239K +1,672 New
RMDI
903
R.M. Davis Inc
Maine
$242K – – –
CCA
904
Column Capital Advisors
Indiana
$242K – – –
GWM
905
Greenhouse Wealth Management
Connecticut
$241K – – –
RWA
906
Redhawk Wealth Advisors
Minnesota
$241K -$857 -6 -0.4%
W
907
Wealthquest
Ohio
$240K – – –
WA1
908
Wimmer Associates 1
California
$239K – – –
AIP
909
Ahrens Investment Partners
Louisiana
$239K – – –
CHC
910
City Holding Co
West Virginia
$236K – – –
WB
911
Webster Bank
Connecticut
$234K +$14.4K +101 +7%
LSA
912
Lion Street Advisors
Texas
$233K -$14.3K -100 -6%
UL
913
Unionview LLC
Washington
$232K +$1.28K +9 +0.6%
WAOTB
914
Wealth Advisors of Tampa Bay
Florida
$232K -$19.3K -135 -8%
TYCC
915
Texas Yale Capital Corp
Florida
$232K – – –
PWM
916
PBMares Wealth Management
Virginia
$230K +$227K +1,588 New
IWA
917
Icon Wealth Advisors
Texas
$229K – – –
Boston Partners
918
Boston Partners
Massachusetts
$229K +$226K +1,580 New
FAG
919
Fortitude Advisory Group
Washington
$227K +$223K +1,564 New
UFA
920
US Financial Advisors
Massachusetts
$227K – – –
DWP
921
Daymark Wealth Partners
Ohio
$227K +$223K +1,563 New
WMS
922
Wealth Management Solutions
Pennsylvania
$226K -$27.3K -191 -11%
FCIM
923
Fairview Capital Investment Management
California
$226K +$222K +1,556 New
CW
924
CIC Wealth
Maryland
$221K +$218K +1,525 New
Fisher Asset Management
925
Fisher Asset Management
Washington
$221K +$217K +1,522 New