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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
951
Destination Wealth Management
California
$335K +$310K +1,926 New
GWM
952
GDS Wealth Management
Texas
$334K -$15.9K -99 -5%
AF
953
Affiance Financial
Minnesota
$333K
BWA
954
BlueChip Wealth Advisors
Georgia
$333K +$308K +1,917 New
MA
955
MONECO Advisors
Connecticut
$333K +$48.2K +300 +19%
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$332K +$1.13K +7 +0.4%
Boston Partners
957
Boston Partners
Massachusetts
$331K +$82.5K +513 +37%
ADL
958
Asset Dedication LLC
California
$330K -$41.8K -260 -12%
GWMR
959
GC Wealth Management RIA
Massachusetts
$328K +$303K +1,888 New
SWP
960
ShoreHaven Wealth Partners
New Jersey
$327K
TW
961
TrinityPoint Wealth
Connecticut
$327K +$86.8K +540 +40%
CTB
962
Country Trust Bank
Illinois
$326K
OBWG
963
Onyx Bridge Wealth Group
New York
$324K -$1.13K -7 -0.4%
GIA
964
Goodwin Investment Advisory
Georgia
$321K -$24.8K -154 -8%
GIA
965
Guyasuta Investment Advisors
Pennsylvania
$320K
UCB
966
United Community Bank
South Carolina
$317K -$14.5K -90 -5%
LP
967
LGL Partners
Pennsylvania
$315K +$2.89K +18 +1%
CA
968
CGN Advisors
Kansas
$314K
CHA
969
Carmichael Hill & Associates
Maryland
$313K +$86.2K +536 +42%
WW
970
Westshore Wealth
California
$313K +$2.89K +18 +1%
STCOSD
971
Sageworth Trust Company of South Dakota
South Dakota
$312K
WIC
972
Woodmont Investment Counsel
Tennessee
$312K +$24.1K +150 +9%
RFA
973
Resurgent Financial Advisors
Georgia
$308K +$285K +1,773 New
NOI
974
Newton One Investments
Delaware
$306K +$2.89K +18 +1%
DWM
975
Dakota Wealth Management
Florida
$304K +$67.3K +419 +32%