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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NMG
951
New Millennium Group
Utah
$102K +$110K +744 New
RWM
952
Raffa Wealth Management
District of Columbia
$101K +$443 +3 +0.4%
LPP
953
Life Planning Partners
Florida
$100K – – –
RIM
954
Rockbridge Investment Management
New York
$96.4K +$1.48K +10 +1%
CSB
955
City State Bank
Iowa
$93K – – –
LB
956
Legacy Bridge
Iowa
$89K – – –
MWM
957
Mascoma Wealth Management
New Hampshire
$88K – – –
TF
958
Tompkins Financial
New York
$85K – – –
CAAS
959
Capital Asset Advisory Services
Michigan
$84K – – –
BWM
960
BerganKDV Wealth Management
Minnesota
$83K – – –
WAM
961
Worth Asset Management
Texas
$82K – – –
KTC
962
Kistler-Tiffany Companies
Pennsylvania
$78K – – –
EW
963
Element Wealth
Mississippi
$77K – – –
BBPWM
964
Blue Bell Private Wealth Management
Pennsylvania
$76K – – –
ACA
965
Aptus Capital Advisors
Alabama
$75K +$46.6K +316 +136%
KC
966
Knuff & Co
California
$73K – – –
EWM
967
Evermay Wealth Management
Virginia
$71K – – –
CWA
968
Clearview Wealth Advisors
Oregon
$70K – – –
PMFA
969
Plante Moran Financial Advisors
Michigan
$69K – – –
Allspring Global Investments
970
Allspring Global Investments
North Carolina
$66K +$71.9K +487 New
FP
971
Financial Perspectives
Minnesota
$62.6K +$295 +2 +0.4%
OIA
972
Optimum Investment Advisors
Illinois
$62K – – –
WB
973
Webster Bank
Connecticut
$60K -$260K -1,760 -80%
AWM
974
Accel Wealth Management
Iowa
$59K +$148 +1 +0.2%
RA
975
Rise Advisors
New York
$59K +$27.7K +188 +78%