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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
926
Covenant Partners
Tennessee
$205K – – –
LTL
927
Lowery Thomas LLC
California
$204K +$201K +1,309 New
RF
928
RHS Financial
California
$203K – – –
WP
929
Wealthspan Partners
Iowa
$203K +$3.08K +20 +2%
OWA
930
One Wealth Advisors
California
$203K +$200K +1,302 New
VFPI
931
Vantage Financial Partners (Illinois)
Illinois
$202K – – –
CFD
932
Creative Financial Designs
Indiana
$202K -$4.31K -28 -2%
MC
933
Middleton & Co
Massachusetts
$202K – – –
LWM
934
Laidlaw Wealth Management
New York
$202K +$200K +1,299 New
SC
935
Saiph Capital
New Jersey
$202K +$199K +1,294 New
FPS
936
Fieldpoint Private Securities
Connecticut
$201K – – –
CW
937
CreativeOne Wealth
Kansas
$201K +$199K +1,291 New
SWM
938
Sugarloaf Wealth Management
Georgia
$198K -$7.54K -49 -4%
HBW
939
Hazlett, Burt & Watson
West Virginia
$195K +$193K +1,255 New
PWM
940
Provident Wealth Management
Tennessee
$194K +$60.3K +392 +46%
FFA
941
Founders Financial Alliance
North Carolina
$188K – – –
MCM
942
Manchester Capital Management
Vermont
$186K -$8.31K -54 -4%
TH
943
TCTC Holdings
Texas
$183K – – –
CWM
944
CarsonAllaria Wealth Management
Illinois
$182K -$383K -2,487 -68%
Lazard Asset Management
945
Lazard Asset Management
New York
$179K – – –
MIFH
946
Migdal Insurance & Financial Holdings
Israel
$178K – – –
FA
947
Faithward Advisors
Pennsylvania
$171K +$169K +1,096 New
KFI
948
Key Financial Inc
Pennsylvania
$168K – – –
LPIC
949
LeJeune Puetz Investment Counsel
Michigan
$167K – – –
BWL
950
Bogart Wealth LLC
Virginia
$159K -$26.3K -171 -14%