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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PO
1026
Private Ocean
California
$125K +$104K +677 +677%
RCM
1027
Raleigh Capital Management
North Carolina
$124K – – –
RWM
1028
Raffa Wealth Management
District of Columbia
$120K +$462 +3 +0.4%
LB
1029
Legacy Bridge
Iowa
$113K +$7.69K +50 +8%
CT
1030
Colonial Trust
South Carolina
$110K -$32.5K -211 -24%
CSB
1031
City State Bank
Iowa
$109K – – –
CA
1032
Crewe Advisors
Utah
$107K -$128K -830 -55%
AssetMark Inc
1033
AssetMark Inc
California
$106K +$101K +659 New
MWM
1034
Mascoma Wealth Management
New Hampshire
$105K – – –
PAI
1035
Pittenger & Anderson Inc
Nebraska
$105K -$99.5K -647 -50%
KTC
1036
Kistler-Tiffany Companies
Pennsylvania
$103K – – –
WPWM
1037
Western Pacific Wealth Management
Illinois
$102K -$213K -1,385 -69%
TF
1038
Tompkins Financial
New York
$99.8K – – –
RG
1039
Retirement Group
California
$98.2K -$1.54K -10 -2%
BWM
1040
BerganKDV Wealth Management
Minnesota
$97.4K -$36.5K -237 -28%
2L
1041
25 LLC
Missouri
$93.6K +$308 +2 +0.4%
AIC
1042
Archer Investment Corporation
Indiana
$86.9K +$46K +299 +125%
CFD
1043
Creative Financial Designs
Indiana
$83.9K +$154 +1 +0.2%
CWA
1044
Clearview Wealth Advisors
Oregon
$82K – – –
DJSG
1045
D.J. St. Germain
Massachusetts
$80.8K +$77.1K +501 New
AWM
1046
Ameliora Wealth Management
Switzerland
$80.6K – – –
TCM
1047
TD Capital Management
Tennessee
$78.2K – – –
FP
1048
Financial Perspectives
Minnesota
$74.9K +$308 +2 +0.4%
SIS
1049
Strategic Investment Solutions
Illinois
$72.9K – – –
OIA
1050
Optimum Investment Advisors
Illinois
$72.5K – – –