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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
951
Perfromance Wealth Partners
Illinois
$336K – – –
HF
952
HRT Financial
New York
$336K +$311K +1,933 New
DWM
953
Destination Wealth Management
California
$335K +$310K +1,926 New
GWM
954
GDS Wealth Management
Texas
$334K -$15.9K -99 -5%
AF
955
Affiance Financial
Minnesota
$333K – – –
BWA
956
BlueChip Wealth Advisors
Georgia
$333K +$308K +1,917 New
MA
957
MONECO Advisors
Connecticut
$333K +$48.2K +300 +19%
WSTAM
958
Wilbanks Smith & Thomas Asset Management
Virginia
$332K +$1.13K +7 +0.4%
Boston Partners
959
Boston Partners
Massachusetts
$331K +$82.5K +513 +37%
ADL
960
Asset Dedication LLC
California
$330K -$41.8K -260 -12%
GWMR
961
GC Wealth Management RIA
Massachusetts
$328K +$303K +1,888 New
SWP
962
ShoreHaven Wealth Partners
New Jersey
$327K – – –
TW
963
TrinityPoint Wealth
Connecticut
$327K +$86.8K +540 +40%
CTB
964
Country Trust Bank
Illinois
$326K – – –
OBWG
965
Onyx Bridge Wealth Group
New York
$324K -$1.13K -7 -0.4%
GIA
966
Goodwin Investment Advisory
Georgia
$321K -$24.8K -154 -8%
GIA
967
Guyasuta Investment Advisors
Pennsylvania
$320K – – –
UCB
968
United Community Bank
South Carolina
$317K -$14.5K -90 -5%
LP
969
LGL Partners
Pennsylvania
$315K +$2.89K +18 +1%
CA
970
CGN Advisors
Kansas
$314K – – –
CHA
971
Carmichael Hill & Associates
Maryland
$313K +$86.2K +536 +42%
WW
972
Westshore Wealth
California
$313K +$2.89K +18 +1%
STCOSD
973
Sageworth Trust Company of South Dakota
South Dakota
$312K – – –
WIC
974
Woodmont Investment Counsel
Tennessee
$312K +$24.1K +150 +9%
RFA
975
Resurgent Financial Advisors
Georgia
$308K +$285K +1,773 New