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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWMG
1051
DB Wealth Management Group
California
$61.5K +$64.7K +400 New
SMA
1052
Sage Mountain Advisors
Georgia
$58.3K +$485 +3 +0.8%
IIL
1053
Insight Inv LLC
California
$57.2K – – –
CBT
1054
CoreFirst Bank & Trust
Kansas
$54.6K – – –
BBPWM
1055
Blue Bell Private Wealth Management
Pennsylvania
$48.8K – – –
PAG
1056
Paladin Advisory Group
Iowa
$46.5K +$48.8K +302 New
WPWM
1057
Western Pacific Wealth Management
Illinois
$46.2K -$53.5K -331 -52%
CWP
1058
Concord Wealth Partners
Virginia
$46K +$4.36K +27 +10%
CIA
1059
Cape Investment Advisory
Georgia
$45.4K – – –
RP
1060
Rice Partnership
Hawaii
$44.9K – – –
AWA
1061
Authentikos Wealth Advisory
California
$44.9K +$47.2K +292 New
First Manhattan
1062
First Manhattan
New York
$44.3K – – –
JFA
1063
JNBA Financial Advisors
Minnesota
$44.2K – – –
KC
1064
Knuff & Co
California
$41.7K -$4.04K -25 -8%
OHWP
1065
Oak Harbor Wealth Partners
North Carolina
$41.7K – – –
AWM
1066
Avondale Wealth Management
Texas
$41.4K +$43.5K +269 New
WT
1067
Washington Trust
Rhode Island
$41.2K +$15K +93 +53%
PP
1068
PrairieView Partners
Minnesota
$40K – – –
AssetMark Inc
1069
AssetMark Inc
California
$40K -$64.5K -399 -61%
PP
1070
PFS Partners
New Jersey
$39.1K – – –
HWA
1071
HHM Wealth Advisors
Tennessee
$38K – – –
JWM
1072
Janiczek Wealth Management
Colorado
$38K – – –
RA
1073
Rise Advisors
New York
$37.8K -$30.9K -191 -44%
IWMA
1074
Ironwood Wealth Management (Arizona)
Arizona
$37.4K – – –
HT
1075
Headlands Technologies
Illinois
$35.5K +$15K +93 +67%