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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1101
Shakespeare Wealth Management
Wisconsin
$417K – – –
NFA
1102
Northwest Financial Advisors
Virginia
$416K – – –
GAG
1103
GM Advisory Group
New York
$415K +$1.21K +6 +0.3%
MFA
1104
Millington Financial Advisors
Illinois
$414K +$1.61K +8 +0.4%
Charles Schwab
1105
Charles Schwab
California
$414K +$55.2K +275 +16%
KIA
1106
KCM Investment Advisors
California
$413K – – –
EW
1107
Element Wealth
Mississippi
$413K -$112K -558 -22%
Empower Advisory Group
1108
Empower Advisory Group
Colorado
$411K -$226K -1,123 -36%
EW
1109
Enzi Wealth
Texas
$411K -$4.82K -24 -1%
GIA
1110
Guyasuta Investment Advisors
Pennsylvania
$410K +$25.5K +127 +7%
PWA
1111
Peterson Wealth Advisors
Utah
$408K -$29.5K -147 -7%
Deutsche Bank
1112
Deutsche Bank
Germany
$407K – – –
SFA
1113
Salus Financial Advisors
Colorado
$406K – – –
CAG
1114
Curtis Advisory Group
California
$406K – – –
CIAS
1115
Capital Investment Advisory Services
North Carolina
$405K +$42.4K +211 +12%
V
1116
VeraBank
Texas
$405K – – –
BBWP
1117
Beacon Bridge Wealth Partners
Pennsylvania
$402K +$23.1K +115 +6%
PWP
1118
Perfromance Wealth Partners
Illinois
$401K +$1.41K +7 +0.4%
PCM
1119
Payne Capital Management
New York
$399K – – –
FOA
1120
Five Oceans Advisors
California
$397K -$30.7K -153 -7%
AF
1121
Affiance Financial
Minnesota
$396K – – –
MA
1122
MONECO Advisors
Connecticut
$395K -$7.23K -36 -2%
SIM
1123
Stratos Investment Management
Ohio
$394K -$29.7K -148 -7%
FTWA
1124
Fifth Third Wealth Advisors
Ohio
$392K +$50.8K +253 +15%
AFA
1125
Allium Financial Advisors
Oregon
$390K – – –