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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
976
XML Financial
Maryland
$214K +$154 +1 +0.1%
GSIAS
977
Garden State Investment Advisory Services
New Jersey
$214K +$205K +1,330 New
KOMWMG
978
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$214K -$20.3K -132 -9%
FPCG
979
Fort Pitt Capital Group
Pennsylvania
$213K – – –
WAOTB
980
Wealth Advisors of Tampa Bay
Florida
$213K -$43.1K -280 -17%
CP
981
Covenant Partners
Tennessee
$212K – – –
Fisher Asset Management
982
Fisher Asset Management
Washington
$211K +$202K +1,311 New
RF
983
RHS Financial
California
$210K +$200K +1,302 New
VFPI
984
Vantage Financial Partners (Illinois)
Illinois
$210K +$200K +1,300 New
BBWP
985
Beacon Bridge Wealth Partners
Pennsylvania
$209K -$163K -1,062 -45%
CHA
986
Carmichael Hill & Associates
Maryland
$209K – – –
GLA
987
Good Life Advisors
Pennsylvania
$209K +$199K +1,295 New
SWM
988
Sugarloaf Wealth Management
Georgia
$209K +$5.08K +33 +3%
CCA
989
Cora Capital Advisors
New Jersey
$208K +$199K +1,292 New
KA
990
Kovack Advisors
Florida
$207K -$480K -3,121 -71%
RWP
991
RWA Wealth Partners
Massachusetts
$206K +$196K +1,277 New
HFA
992
High Falls Advisors
New York
$205K +$196K +1,273 New
FCMT
993
Founders Capital Management (Texas)
Texas
$204K +$14.6K +95 +8%
PS
994
Planned Solutions
California
$204K +$195K +1,267 New
BB
995
Busey Bank
Illinois
$203K +$194K +1,262 New
FB
996
Fulton Bank
Pennsylvania
$203K +$194K +1,258 New
RBC
997
Romano Brothers & Co
Illinois
$203K +$193K +1,257 New
SFG
998
Sage Financial Group
Pennsylvania
$200K +$191K +1,241 New
HPC
999
HM Payson & Co
Maine
$192K – – –
ACA
1000
Atlas Capital Advisors
Wyoming
$191K – – –