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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWAG
1126
Kiely Wealth Advisory Group
North Carolina
$111K +$102K +634 New
TF
1127
Tompkins Financial
New York
$108K – – –
RIM
1128
Rockbridge Investment Management
New York
$107K +$99.3K +618 New
AIC
1129
Archer Investment Corporation
Indiana
$107K -$13.5K -84 -12%
FPB
1130
First PREMIER Bank
South Dakota
$107K -$20.1K -125 -17%
HGERS
1131
Householder Group Estate & Retirement Specialist
Arizona
$105K – – –
ATC
1132
Advantage Trust Company
Kansas
$104K +$96.4K +600 New
Kayne Anderson Rudnick Investment Management
1133
Kayne Anderson Rudnick Investment Management
California
$103K – – –
BA
1134
Ballast Advisors
Minnesota
$95.1K -$112K -699 -56%
PAI
1135
Pittenger & Anderson Inc
Nebraska
$93K – – –
RG
1136
Retirement Group
California
$92K – – –
LFA
1137
LGT Financial Advisors
Texas
$91.8K -$20.1K -125 -19%
DJSG
1138
D.J. St. Germain
Massachusetts
$87.3K +$161 +1 +0.2%
AWM
1139
Ameliora Wealth Management
Switzerland
$87K – – –
TCG
1140
Transcendent Capital Group
Oklahoma
$84.7K +$78.3K +487 New
TCM
1141
TD Capital Management
Tennessee
$83K -$1.29K -8 -2%
SIS
1142
Strategic Investment Solutions
Illinois
$82.9K -$4.75M -29,574 -98%
NFA
1143
Northwest Financial Advisors
Virginia
$82.1K +$75.9K +472 New
FP
1144
Financial Perspectives
Minnesota
$81.6K +$804 +5 +1%
GWSG
1145
GPS Wealth Strategies Group
Colorado
$80.7K +$4.02K +25 +6%
W
1146
WealthCollab
Washington
$79.6K +$73.6K +458 New
OIA
1147
Optimum Investment Advisors
Illinois
$78.3K – – –
S
1148
Syntrinsic
Colorado
$75.1K +$161 +1 +0.2%
CT
1149
Caldwell Trust
Florida
$73K – – –
LPP
1150
Life Planning Partners
Florida
$72.5K +$67K +417 New