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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1001
Laurel Wealth Planning
Minnesota
$89.8K +$88.4K +619 New
WAM
1002
Worth Asset Management
Texas
$86.9K
TCM
1003
TD Capital Management
Tennessee
$79.2K +$571 +4 +0.7%
Citadel Advisors
1004
Citadel Advisors
Florida
$74.3K +$73.1K +512 New
HT
1005
Headlands Technologies
Illinois
$74K +$72.7K +509 New
CWA
1006
Clearview Wealth Advisors
Oregon
$73.8K
DJSG
1007
D.J. St. Germain
Massachusetts
$72.7K +$71.5K +501 New
AWM
1008
Ameliora Wealth Management
Switzerland
$72.5K
KC
1009
Knuff & Co
California
$72K -$571 -4 -0.8%
MPCL
1010
My Personal CFO LLC
Washington
$71.1K +$70K +490 New
FP
1011
Financial Perspectives
Minnesota
$66.9K +$428 +3 +0.7%
OIA
1012
Optimum Investment Advisors
Illinois
$65.3K
DWP
1013
Destiny Wealth Partners
Florida
$63.7K +$62.7K +439 New
RA
1014
Rise Advisors
New York
$62.9K +$428 +3 +0.7%
AWM
1015
Accel Wealth Management
Iowa
$61.9K +$286 +2 +0.5%
CPFP
1016
Clear Perspectives Financial Planning
Ohio
$56.6K +$7.71K +54 +16%
MS
1017
Madden Securities
Texas
$55.6K +$54.7K +383 New
CT
1018
Caldwell Trust
Florida
$55.1K
IIL
1019
Insight Inv LLC
California
$54.5K
SFA
1020
Semmax Financial Advisors
North Carolina
$53K +$49.1K +344 New
CJL
1021
Cyrus J. Lawrence
New York
$53K +$51.8K +363 New
SMA
1022
Sage Mountain Advisors
Georgia
$53K +$23.6K +165 +83%
CBT
1023
CoreFirst Bank & Trust
Kansas
$51.5K
TRCT
1024
Tower Research Capital (TRC)
New York
$51K +$9.28K +65 +23%
AC
1025
AlphaCore Capital
California
$49.8K