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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
1101
Summit Financial Wealth Advisors
Louisiana
– -$361K -2,271 Closed
DIA
1102
Dean Investment Associates
Ohio
– -$330K -2,110 Closed
AWA
1103
Amplius Wealth Advisors
Pennsylvania
– -$273K -1,744 Closed
ACM
1104
Antonetti Capital Management
Florida
– -$271K -1,731 Closed
Simplex Trading
1105
Simplex Trading
Illinois
– -$257K -1,643 Closed
FNC
1106
First National Corp
Massachusetts
– -$256K -1,632 Closed
Massachusetts Financial Services
1107
Massachusetts Financial Services
Massachusetts
– -$252K -1,608 Closed
KOMWMG
1108
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$247K -1,575 Closed
Fisher Asset Management
1109
Fisher Asset Management
Washington
– -$243K -1,549 Closed
C
1110
CEDRUS
Colorado
– -$239K -1,525 Closed
WCM
1111
Wealthcare Capital Management
Virginia
– -$234K -1,497 Closed
BPC
1112
Banque Pictet & Cie
Switzerland
– -$233K -1,485 Closed
IP
1113
Intellectus Partners
California
– -$217K -1,387 Closed
ACM
1114
Advisors Capital Management
New Jersey
– -$216K -1,380 Closed
TWP
1115
Transparent Wealth Partners
Arkansas
– -$216K -1,380 Closed
DLCIG
1116
D.L. Carlson Investment Group
New Hampshire
– -$212K -1,351 Closed
1SB
1117
1ST Source Bank
Indiana
– -$208K -1,330 Closed
JSW
1118
Journey Strategic Wealth
New Jersey
– -$206K -1,313 Closed
TCOV
1119
Trust Company of Vermont
Vermont
– -$173K -1,103 Closed
LWA
1120
Lenox Wealth Advisors
New York
– -$135K -862 Closed
AIM
1121
AHL Investment Management
Florida
– -$119K -760 Closed
SFM
1122
Signet Financial Management
New Jersey
– -$103K -658 Closed
LFG
1123
Leverty Financial Group
Wisconsin
– -$96K -615 Closed
TCWM
1124
Total Clarity Wealth Management
Illinois
– -$96K -613 Closed
TCM
1125
TD Capital Management
Tennessee
– -$84K -534 Closed