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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFS
1051
Valpey Financial Services
New Hampshire
$679K -$16.3K -73 -2%
MWA
1052
Madson Wealth Advisors
California
$677K -$432K -1,934 -39%
CPA
1053
Cardiff Park Advisors
California
$675K
OPW
1054
Oxler Private Wealth
New York
$673K +$2.01K +9 +0.3%
FWM
1055
FLP Wealth Management
Arkansas
$673K -$144K -646 -18%
KP
1056
Keel Point
Alabama
$667K +$2.68K +12 +0.4%
AB
1057
Atlas Brown
Kentucky
$664K -$17.6K -79 -3%
FT
1058
Fiduciary Trust
Massachusetts
$664K -$164K -735 -20%
SPWG
1059
Syntegra Private Wealth Group
Missouri
$662K -$50K -224 -7%
NRC
1060
New Republic Capital
North Carolina
$660K -$81.8K -366 -11%
FBB
1061
Fulton Breakefield Broenniman
Maryland
$655K +$8.04K +36 +1%
ICMM
1062
Integrated Capital Management (Michigan)
Michigan
$652K -$29.5K -132 -4%
KWS
1063
Keystone Wealth Services
California
$651K -$15.9K -71 -2%
Vanguard Advisers Inc
1064
Vanguard Advisers Inc
Pennsylvania
$650K +$30.6K +137 +5%
SIG
1065
Spinnaker Investment Group
California
$650K +$640K +2,863 New
WAM
1066
WNY Asset Management
New York
$650K +$4.24K +19 +0.7%
MFN
1067
Midwest Financial Network
Illinois
$648K +$637K +2,854 New
Charles Schwab
1068
Charles Schwab
California
$644K +$88.7K +397 +16%
MA
1069
MCF Advisors
Kentucky
$644K +$49.4K +221 +8%
WPW
1070
Watershed Private Wealth
Illinois
$642K -$205K -918 -25%
BA
1071
Bellwether Advisors
Nebraska
$640K +$23K +103 +4%
LEA
1072
Legacy Edge Advisors
New York
$639K -$69.9K -313 -10%
DAS
1073
Dynamic Advisor Solutions
Arizona
$635K -$126K -566 -17%
IWN
1074
Independent Wealth Network
Iowa
$631K -$10.5K -47 -2%
MWP
1075
Madison Wealth Partners
Wisconsin
$628K -$14.1K -63 -2%