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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1001
JNBA Financial Advisors
Minnesota
$45K
RP
1002
Rice Partnership
Hawaii
$45K
DB
1003
Dravo Bay
Delaware
$44.8K +$44.3K +288 New
JWM
1004
Janiczek Wealth Management
Colorado
$44K -$53.1K -345 -55%
OHWP
1005
Oak Harbor Wealth Partners
North Carolina
$43K +$1.23K +8 +3%
FAG
1006
Fortitude Advisory Group
Washington
$43K +$29.5K +192 +221%
PP
1007
PrairieView Partners
Minnesota
$41K
AIC
1008
Archer Investment Corporation
Indiana
$40.3K -$40.2K -261 -50%
TWA
1009
TCI Wealth Advisors
Arizona
$40K -$4.62K -30 -10%
IBOK
1010
Independence Bank of Kentucky
Kentucky
$39K
IWMA
1011
Ironwood Wealth Management (Arizona)
Arizona
$38K
AWM
1012
Atticus Wealth Management
Florida
$38K +$154 +1 +0.4%
RA
1013
Rise Advisors
New York
$37K +$308 +2 +0.8%
AW
1014
Avion Wealth
Texas
$36K +$154 +1 +0.4%
ACA
1015
Aptus Capital Advisors
Alabama
$36K +$35.9K +233 New
ME
1016
McIlrath & Eck
Washington
$35K
WFA
1017
WestHill Financial Advisors
California
$35K
FWM
1018
Focused Wealth Management
New York
$33K
Kayne Anderson Rudnick Investment Management
1019
Kayne Anderson Rudnick Investment Management
California
$33K
BLC
1020
Brown, Lisle/Cummings
Rhode Island
$32.9K
ZB
1021
Zions Bancorporation
Utah
$32K
DSC
1022
Duncker Streett & Co
Missouri
$31K
SMA
1023
Sage Mountain Advisors
Georgia
$31K
SAM
1024
Strategic Asset Management
Minnesota
$31K
PCTC
1025
Perkins Coie Trust Company
Washington
$30K +$29.2K +190 New