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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBL
926
Sargent Bickham Lagudis
Colorado
$125K +$283 +2 +0.2%
MFC
927
Mechanics Financial Corp
Ohio
$119K – – –
BA
928
Bellwether Advisors
Nebraska
$117K -$337K -2,378 -72%
PWM
929
Provident Wealth Management
Tennessee
$109K – – –
MHR
930
Matthew Hamilton Rosenberg
$98K – – –
NMG
931
New Millennium Group
Utah
$96K – – –
RWM
932
Raffa Wealth Management
District of Columbia
$94K – – –
LPP
933
Life Planning Partners
Florida
$92.8K – – –
CFD
934
Creative Financial Designs
Indiana
$92K -$77.8K -549 -43%
CSB
935
City State Bank
Iowa
$87K – – –
LB
936
Legacy Bridge
Iowa
$84K – – –
MWM
937
Mascoma Wealth Management
New Hampshire
$82K – – –
KTC
938
Kistler-Tiffany Companies
Pennsylvania
$82K +$9.49K +67 +12%
TF
939
Tompkins Financial
New York
$80K – – –
HGERS
940
Householder Group Estate & Retirement Specialist
Arizona
$80K +$88.7K +626 New
BWM
941
BerganKDV Wealth Management
Minnesota
$78K – – –
CAAS
942
Capital Asset Advisory Services
Michigan
$78K – – –
WAM
943
Worth Asset Management
Texas
$77K – – –
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$74K +$82K +579 New
ACA
945
Aptus Capital Advisors
Alabama
$71K – – –
BBPWM
946
Blue Bell Private Wealth Management
Pennsylvania
$71K – – –
NFSG
947
Newbridge Financial Services Group
Florida
$70K +$76.7K +541 New
TCM
948
TD Capital Management
Tennessee
$70K +$76.8K +542 New
CWA
949
Clearview Wealth Advisors
Oregon
$65K – – –
KC
950
Knuff & Co
California
$64K -$4.25K -30 -6%