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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1001
Hollencrest Capital Management
California
$134K – – –
PWM
1002
Provident Wealth Management
Tennessee
$129K – – –
BWM
1003
BerganKDV Wealth Management
Minnesota
$128K -$89.9K -595 -41%
Lido Advisors
1004
Lido Advisors
California
$127K +$6.33M +41,914 +5%
MHR
1005
Matthew Hamilton Rosenberg
$126K -$5.74K -38 -4%
FPB
1006
First PREMIER Bank
South Dakota
$124K +$123K +817 New
FFA
1007
Founders Financial Alliance
North Carolina
$120K -$18.3K -121 -13%
RCM
1008
Raleigh Capital Management
North Carolina
$116K +$604 +4 +0.5%
NMG
1009
New Millennium Group
Utah
$113K – – –
RWM
1010
Raffa Wealth Management
District of Columbia
$113K +$453 +3 +0.4%
SC
1011
Stephens Consulting
Michigan
$111K – – –
MCM
1012
Manchester Capital Management
Vermont
$110K – – –
GCWM
1013
Graham Capital Wealth Management
District of Columbia
$109K +$109K +720 New
GFWA
1014
Grey Fox Wealth Advisors
Delaware
$107K -$21.3K -141 -17%
CSB
1015
City State Bank
Iowa
$103K – – –
LB
1016
Legacy Bridge
Iowa
$98.8K – – –
MWM
1017
Mascoma Wealth Management
New Hampshire
$98.5K – – –
KTC
1018
Kistler-Tiffany Companies
Pennsylvania
$96.7K – – –
RG
1019
Retirement Group
California
$94K – – –
HGERS
1020
Householder Group Estate & Retirement Specialist
Arizona
$94K +$93.2K +617 New
TF
1021
Tompkins Financial
New York
$93.9K – – –
2L
1022
25 LLC
Missouri
$86.2K +$85.7K +567 New
CFD
1023
Creative Financial Designs
Indiana
$78.9K -$23.6K -156 -23%
CWA
1024
Clearview Wealth Advisors
Oregon
$77.2K – – –
TFP
1025
Tilia Fiduciary Partners
North Carolina
$76.8K +$54.6K +361 +249%