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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
926
RHS Financial
California
$203K
WP
927
Wealthspan Partners
Iowa
$203K +$3.08K +20 +2%
OWA
928
One Wealth Advisors
California
$203K +$200K +1,302 New
VFPI
929
Vantage Financial Partners (Illinois)
Illinois
$202K
CFD
930
Creative Financial Designs
Indiana
$202K -$4.31K -28 -2%
MC
931
Middleton & Co
Massachusetts
$202K
LWM
932
Laidlaw Wealth Management
New York
$202K +$200K +1,299 New
SC
933
Saiph Capital
New Jersey
$202K +$199K +1,294 New
FPS
934
Fieldpoint Private Securities
Connecticut
$201K
CW
935
CreativeOne Wealth
Kansas
$201K +$199K +1,291 New
SWM
936
Sugarloaf Wealth Management
Georgia
$198K -$7.54K -49 -4%
HBW
937
Hazlett, Burt & Watson
West Virginia
$195K +$193K +1,255 New
PWM
938
Provident Wealth Management
Tennessee
$194K +$60.3K +392 +46%
FFA
939
Founders Financial Alliance
North Carolina
$188K
MCM
940
Manchester Capital Management
Vermont
$186K -$8.31K -54 -4%
TH
941
TCTC Holdings
Texas
$183K
CWM
942
CarsonAllaria Wealth Management
Illinois
$182K -$383K -2,487 -68%
Lazard Asset Management
943
Lazard Asset Management
New York
$179K
MIFH
944
Migdal Insurance & Financial Holdings
Israel
$178K
FA
945
Faithward Advisors
Pennsylvania
$171K +$169K +1,096 New
KFI
946
Key Financial Inc
Pennsylvania
$168K
LPIC
947
LeJeune Puetz Investment Counsel
Michigan
$167K
BWL
948
Bogart Wealth LLC
Virginia
$159K -$26.3K -171 -14%
BA
949
Ballast Advisors
Minnesota
$158K +$7.69K +50 +5%
ZIG
950
Zullo Investment Group
Pennsylvania
$157K