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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
951
L & S Advisors
California
$229K -$287K -1,776 -54%
FCIM
952
Fairview Capital Investment Management
California
$227K
BFEC
953
Benjamin F. Edwards & Company
Missouri
$226K -$24.1K -149 -9%
RIA
954
Retirement Investment Advisors
Oklahoma
$225K
BCG
955
Breakwater Capital Group
New Jersey
$225K +$239K +1,476 New
CWM
956
Chesapeake Wealth Management
Virginia
$225K -$23.4K -145 -9%
RBC
957
Romano Brothers & Co
Illinois
$224K +$32K +198 +16%
FCFC
958
First Citizens Financial Corp
Iowa
$222K
AP
959
Appleton Partners
Massachusetts
$222K -$36.5K -226 -14%
CCMG
960
Clark Capital Management Group
Pennsylvania
$220K +$231K +1,429 New
PL
961
Parthenon LLC
Kentucky
$219K
FHA
962
Flagship Harbor Advisors
Massachusetts
$218K
EWA
963
Evolution Wealth Advisors
Florida
$218K -$10.5K -65 -4%
FA
964
Fountainhead AM
New Jersey
$217K
DP
965
Denver PWM
Colorado
$216K -$1.94K -12 -0.8%
LFASL
966
Lugano Financial Advisors SA (LFA)
Switzerland
$215K
FPCG
967
Fort Pitt Capital Group
Pennsylvania
$214K +$11.6K +72 +5%
BFP
968
Beacon Financial Planning
Massachusetts
$214K
Boston Partners
969
Boston Partners
Massachusetts
$214K +$225K +1,390 New
BC
970
Barrett & Company
Rhode Island
$214K
GKWIM
971
Gerber Kawasaki Wealth & Investment Management
California
$212K -$1.46K -9 -0.6%
EWM
972
Evermay Wealth Management
Virginia
$212K
BWM
973
Baystate Wealth Management
Massachusetts
$212K
QCM
974
QRG Capital Management
Illinois
$210K +$221K +1,366 New
PWA
975
Physician Wealth Advisors
Utah
$210K -$48.2K -298 -18%