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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1026
Ameliora Wealth Management
Switzerland
$75.9K – – –
TCWA
1027
Ten Capital Wealth Advisors
Washington
$73.8K +$69.8K +462 +1,925%
TCM
1028
TD Capital Management
Tennessee
$73.6K -$9.22K -61 -11%
SIS
1029
Strategic Investment Solutions
Illinois
$72.4K +$72.1K +477 New
FP
1030
Financial Perspectives
Minnesota
$70.3K +$302 +2 +0.4%
OIA
1031
Optimum Investment Advisors
Illinois
$68.3K – – –
RA
1032
Rise Advisors
New York
$66.2K +$302 +2 +0.5%
AWM
1033
Accel Wealth Management
Iowa
$64.9K +$151 +1 +0.2%
ACA
1034
Aptus Capital Advisors
Alabama
$61K +$25.5K +169 +73%
CT
1035
Caldwell Trust
Florida
$57.7K – – –
IIL
1036
Insight Inv LLC
California
$57.1K – – –
SMA
1037
Sage Mountain Advisors
Georgia
$57.1K +$1.66K +11 +3%
GWSG
1038
GPS Wealth Strategies Group
Colorado
$56.2K +$55.9K +370 New
CBT
1039
CoreFirst Bank & Trust
Kansas
$53.9K – – –
CPFP
1040
Clear Perspectives Financial Planning
Ohio
$51K -$8.16K -54 -14%
BBPWM
1041
Blue Bell Private Wealth Management
Pennsylvania
$48.1K -$3.33K -22 -6%
KC
1042
Knuff & Co
California
$46.4K -$28.7K -190 -38%
CIA
1043
Cape Investment Advisory
Georgia
$44.8K +$44.6K +295 New
RP
1044
Rice Partnership
Hawaii
$44.3K – – –
First Manhattan
1045
First Manhattan
New York
$43.7K +$1.21K +8 +3%
JFA
1046
JNBA Financial Advisors
Minnesota
$43.6K – – –
CWP
1047
Concord Wealth Partners
Virginia
$41.3K – – –
OHWP
1048
Oak Harbor Wealth Partners
North Carolina
$41.1K – – –
LWP
1049
Lumature Wealth Partners
Georgia
$40.2K – – –
PP
1050
PrairieView Partners
Minnesota
$39K – – –