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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1001
Retirement Group
California
$90K -$104K -729 -54%
TF
1002
Tompkins Financial
New York
$90K – – –
LWP
1003
Laurel Wealth Planning
Minnesota
$89.8K +$88.4K +619 New
WAM
1004
Worth Asset Management
Texas
$86.9K – – –
TCM
1005
TD Capital Management
Tennessee
$79.2K +$571 +4 +0.7%
Citadel Advisors
1006
Citadel Advisors
Florida
$74.3K +$73.1K +512 New
HT
1007
Headlands Technologies
Illinois
$74K +$72.7K +509 New
CWA
1008
Clearview Wealth Advisors
Oregon
$73.8K – – –
DJSG
1009
D.J. St. Germain
Massachusetts
$72.7K +$71.5K +501 New
AWM
1010
Ameliora Wealth Management
Switzerland
$72.5K – – –
KC
1011
Knuff & Co
California
$72K -$571 -4 -0.8%
MPCL
1012
My Personal CFO LLC
Washington
$71.1K +$70K +490 New
FP
1013
Financial Perspectives
Minnesota
$66.9K +$428 +3 +0.7%
OIA
1014
Optimum Investment Advisors
Illinois
$65.3K – – –
DWP
1015
Destiny Wealth Partners
Florida
$63.7K +$62.7K +439 New
RA
1016
Rise Advisors
New York
$62.9K +$428 +3 +0.7%
AWM
1017
Accel Wealth Management
Iowa
$61.9K +$286 +2 +0.5%
CPFP
1018
Clear Perspectives Financial Planning
Ohio
$56.6K +$7.71K +54 +16%
MS
1019
Madden Securities
Texas
$55.6K +$54.7K +383 New
CT
1020
Caldwell Trust
Florida
$55.1K – – –
IIL
1021
Insight Inv LLC
California
$54.5K – – –
SFA
1022
Semmax Financial Advisors
North Carolina
$53K +$49.1K +344 New
CJL
1023
Cyrus J. Lawrence
New York
$53K +$51.8K +363 New
SMA
1024
Sage Mountain Advisors
Georgia
$53K +$23.6K +165 +83%
CBT
1025
CoreFirst Bank & Trust
Kansas
$51.5K – – –