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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1026
SeaCrest Wealth Management
New York
$365K -$150K -845 -30%
VA
1027
Vident Advisory
Georgia
$365K +$140K +787 +68%
EE
1028
EWG Elevate
California
$364K +$355 +2 +0.1%
SFWC
1029
Strategic Family Wealth Counselors
New Jersey
$363K – – –
Neuberger Berman Group
1030
Neuberger Berman Group
New York
$362K -$345K -1,940 -50%
WSTAM
1031
Wilbanks Smith & Thomas Asset Management
Virginia
$362K +$5.33K +30 +2%
PWP
1032
Perfromance Wealth Partners
Illinois
$361K – – –
BWL
1033
Bogart Wealth LLC
Virginia
$359K -$57.8K -325 -14%
MC
1034
Moors & Cabot
Massachusetts
$358K -$32.9K -185 -9%
BWP
1035
Baldwin Wealth Partners
Massachusetts
$358K -$15.5K -87 -4%
AF
1036
Affiance Financial
Minnesota
$358K – – –
BWA
1037
BlueChip Wealth Advisors
Georgia
$358K – – –
SAI
1038
Savvy Advisors Inc
New York
$357K +$80.3K +452 +31%
AIS
1039
American Investment Services
Massachusetts
$356K -$37.1K -209 -10%
ADL
1040
Asset Dedication LLC
California
$354K – – –
GWMR
1041
GC Wealth Management RIA
Massachusetts
$353K – – –
SWP
1042
ShoreHaven Wealth Partners
New Jersey
$351K – – –
CAM
1043
Creekmur Asset Management
Illinois
$351K -$287K -1,615 -46%
TW
1044
TrinityPoint Wealth
Connecticut
$351K – – –
DWP
1045
Daymark Wealth Partners
Ohio
$347K -$17.8K -100 -5%
HBW
1046
Hazlett, Burt & Watson
West Virginia
$345K -$76.4K -430 -19%
PIFP
1047
Partners in Financial Planning
Virginia
$345K +$99.9K +562 +44%
OLVIG
1048
Oliver Lagore Vanvalin Investment Group
Michigan
$343K +$326K +1,835 +91,750%
ONST
1049
Old North State Trust
North Carolina
$343K +$327K +1,837 New
BBWP
1050
Beacon Bridge Wealth Partners
Pennsylvania
$341K +$75.2K +423 +30%