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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
976
Addison Advisors
Vermont
$57K – – –
AWM
977
Activest Wealth Management
Florida
$57K +$15.1K +102 +33%
RWA
978
RGT Wealth Advisors
Texas
$56K – – –
EC
979
Estate Counselors
Wisconsin
$54K +$13.3K +90 +30%
CT
980
Caldwell Trust
Florida
$52.2K +$13.3K +90 +31%
IIL
981
Insight Inv LLC
California
$52K – – –
CBT
982
CoreFirst Bank & Trust
Kansas
$49K – – –
AC
983
AlphaCore Capital
California
$47K -$5.9K -40 -10%
CPFP
984
Clear Perspectives Financial Planning
Ohio
$46K – – –
CWP
985
Concord Wealth Partners
Virginia
$44K – – –
MCM
986
McMillion Capital Management
North Carolina
$43K +$46.5K +315 New
JWM
987
Janiczek Wealth Management
Colorado
$41K – – –
POIA
988
Pin Oak Investment Advisors
Texas
$41K – – –
RP
989
Rice Partnership
Hawaii
$40K – – –
JFA
990
JNBA Financial Advisors
Minnesota
$39K – – –
OHWP
991
Oak Harbor Wealth Partners
North Carolina
$37K -$1.18K -8 -3%
LWP
992
Lumature Wealth Partners
Georgia
$36K -$26.7K -181 -41%
PP
993
PrairieView Partners
Minnesota
$36K – – –
AIC
994
Archer Investment Corporation
Indiana
$35.6K – – –
AssetMark Inc
995
AssetMark Inc
California
$35K +$12.8K +87 +51%
WT
996
Washington Trust
Rhode Island
$34K -$12.3K -83 -25%
IBOK
997
Independence Bank of Kentucky
Kentucky
$34K – – –
IWMA
998
Ironwood Wealth Management (Arizona)
Arizona
$33K – – –
AWM
999
Atticus Wealth Management
Florida
$32K -$1.92K -13 -5%
AW
1000
Avion Wealth
Texas
$32K – – –