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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1001
Pin Oak Investment Advisors
Texas
$46K -$1.54K -10 -3%
CT
1002
Caldwell Trust
Florida
$45.2K – – –
JFA
1003
JNBA Financial Advisors
Minnesota
$45K – – –
RP
1004
Rice Partnership
Hawaii
$45K – – –
DB
1005
Dravo Bay
Delaware
$44.8K +$44.3K +288 New
JWM
1006
Janiczek Wealth Management
Colorado
$44K -$53.1K -345 -55%
OHWP
1007
Oak Harbor Wealth Partners
North Carolina
$43K +$1.23K +8 +3%
FAG
1008
Fortitude Advisory Group
Washington
$43K +$29.5K +192 +221%
PP
1009
PrairieView Partners
Minnesota
$41K – – –
AIC
1010
Archer Investment Corporation
Indiana
$40.3K -$40.2K -261 -50%
TWA
1011
TCI Wealth Advisors
Arizona
$40K -$4.62K -30 -10%
IBOK
1012
Independence Bank of Kentucky
Kentucky
$39K – – –
IWMA
1013
Ironwood Wealth Management (Arizona)
Arizona
$38K – – –
AWM
1014
Atticus Wealth Management
Florida
$38K +$154 +1 +0.4%
RA
1015
Rise Advisors
New York
$37K +$308 +2 +0.8%
AW
1016
Avion Wealth
Texas
$36K +$154 +1 +0.4%
ACA
1017
Aptus Capital Advisors
Alabama
$36K +$35.9K +233 New
ME
1018
McIlrath & Eck
Washington
$35K – – –
WFA
1019
WestHill Financial Advisors
California
$35K – – –
FWM
1020
Focused Wealth Management
New York
$33K – – –
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$33K – – –
BLC
1022
Brown, Lisle/Cummings
Rhode Island
$32.9K – – –
ZB
1023
Zions Bancorporation
Utah
$32K – – –
DSC
1024
Duncker Streett & Co
Missouri
$31K – – –
SMA
1025
Sage Mountain Advisors
Georgia
$31K – – –