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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1026
Gallacher Capital Management
Colorado
$450K – – –
CFS
1027
Coordinated Financial Services
Colorado
$450K +$43.9K +227 +11%
LEA
1028
Legacy Edge Advisors
New York
$449K +$112K +580 +33%
JAG
1029
Journey Advisory Group
Kentucky
$448K – – –
GWM
1030
GDS Wealth Management
Texas
$446K +$54.6K +282 +14%
HC
1031
Hara Capital
Washington
$445K – – –
VWA
1032
Visionary Wealth Advisors
Illinois
$442K +$194 +1 +0%
LWM
1033
Lighthouse Wealth Management
Ohio
$441K – – –
LWM
1034
LJI Wealth Management
Indiana
$441K -$9.68K -50 -2%
EW
1035
Element Wealth
Mississippi
$440K +$3.68K +19 +0.8%
FPW
1036
Fairvoy Private Wealth
Alabama
$440K -$59.4K -307 -12%
DWM
1037
Dakota Wealth Management
Florida
$439K +$14.7K +76 +3%
GFM
1038
GEN Financial Management
Minnesota
$437K -$1.94K -10 -0.4%
National Bank of Canada
1039
National Bank of Canada
Quebec, Canada
$436K +$3.87K +20 +0.9%
RMCM
1040
Reynders McVeigh Capital Management
Massachusetts
$435K – – –
OCPWS
1041
One Charles Private Wealth Services
Massachusetts
$434K – – –
APW
1042
Aurora Private Wealth
New Jersey
$430K -$14.1K -73 -3%
KHC
1043
Koesten Hirschmann & Crabtree
Kansas
$430K -$19.4K -100 -4%
FWM
1044
FLP Wealth Management
Arkansas
$429K +$320K +1,654 +276%
USB
1045
Union Savings Bank
Connecticut
$427K – – –
T2I
1046
Turim 21 Investimentos
Brazil
$424K – – –
CWM
1047
Cabot Wealth Management
Massachusetts
$422K -$6.39K -33 -1%
RRWA
1048
Rainey & Randall Wealth Advisors
Florida
$422K +$7.93K +41 +2%
WFAG
1049
Worth Financial Advisory Group
North Carolina
$422K – – –
FLPIM
1050
F.L. Putnam Investment Management
Massachusetts
$421K -$13.2K -68 -3%