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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
1001
Tilia Fiduciary Partners
North Carolina
$19K – – –
LWA
1002
Lowe Wealth Advisors
Maryland
$19K +$20.5K +145 New
GWSG
1003
GPS Wealth Strategies Group
Colorado
$18K +$11.8K +83 +143%
AWM
1004
Abound Wealth Management
Tennessee
$17.6K +$5.67K +40 +41%
BCMLT
1005
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K -$425 -3 -2%
VCM
1006
Versant Capital Management
Arizona
$16K – – –
CMP
1007
Coston McIsaac & Partners
Maine
$13K – – –
C
1008
Covestor
United Kingdom
$13K – – –
RDIA
1009
RE Dickinson Investment Advisors
Iowa
$13K – – –
Nomura Asset Management
1010
Nomura Asset Management
Japan
$12.9K -$3.41M -24,100 -100%
OLVIG
1011
Oliver Lagore Vanvalin Investment Group
Michigan
$12K -$780K -5,502 -98%
BL
1012
Balentine LLC
Georgia
$12K – – –
HFM
1013
Hartford Financial Management
Connecticut
$12K – – –
PO
1014
Private Ocean
California
$12K – – –
LS
1015
Leelyn Smith
Illinois
$11K -$281K -1,982 -96%
CWM
1016
CarsonAllaria Wealth Management
Illinois
$11K +$3.12K +22 +34%
SWA
1017
Sutton Wealth Advisors
Florida
$10.5K – – –
WWP
1018
WR Wealth Planners
Missouri
$10.2K – – –
SIM
1019
Studio Investment Management
Illinois
$10K – – –
GI
1020
Gradient Investments
Minnesota
$10K -$283 -2 -3%
FCB
1021
First Command Bank
Texas
$10K – – –
FCFS
1022
First Command Financial Services
Texas
$10K – – –
HWA
1023
HHM Wealth Advisors
Tennessee
$10K – – –
AIA
1024
Armor Investment Advisors
North Carolina
$10K +$142 +1 +1%
SC
1025
SouthState Corp
Florida
$10K +$10.9K +77 New