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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1126
Breakwater Capital Group
New Jersey
$276K
LSIA
1127
LaSalle St. Investment Advisors
Illinois
$273K +$55.3K +311 +25%
MLL
1128
Moody Lynn & Lieberson
Massachusetts
$273K -$31.1K -175 -11%
FCFC
1129
First Citizens Financial Corp
Iowa
$270K
MIM
1130
Macroview Investment Management
Maryland
$270K +$20.4K +115 +9%
VWM
1131
Valley Wealth Managers
New Jersey
$268K +$72.7K +409 +40%
FCIM
1132
Fairview Capital Investment Management
California
$267K -$8K -45 -3%
PL
1133
Parthenon LLC
Kentucky
$266K
WQ
1134
Wealth Quarterback
New Jersey
$265K +$533 +3 +0.2%
EWA
1135
Evolution Wealth Advisors
Florida
$264K
BFP
1136
Beacon Financial Planning
Massachusetts
$264K +$1.24K +7 +0.5%
CFGA
1137
Cambridge Financial Group (Arizona)
Arizona
$263K
LFASL
1138
Lugano Financial Advisors SA (LFA)
Switzerland
$262K +$249K +1,400 New
GLA
1139
Good Life Advisors
Pennsylvania
$261K +$10.3K +58 +4%
BC
1140
Barrett & Company
Rhode Island
$260K
CWM
1141
Chesapeake Wealth Management
Virginia
$259K -$13K -73 -5%
CT
1142
Cambridge Trust
Massachusetts
$259K -$224K -1,263 -48%
NWA
1143
Navis Wealth Advisors
New York
$257K -$24.4K -137 -9%
HBT
1144
Hills Bank & Trust
Iowa
$255K
SFP
1145
Strategic Financial Partners
Oregon
$253K -$27.7K -156 -10%
WBC
1146
West Branch Capital
Massachusetts
$253K
JEST
1147
JTC Employer Solutions Trustee
Jersey
$252K
ARA
1148
Alexander Randolph Advisory
Virginia
$252K +$24.4K +137 +11%
RBC
1149
Romano Brothers & Co
Illinois
$251K +$178 +1 +0.1%
Capstone Investment Advisors
1150
Capstone Investment Advisors
New York
$249K -$306K -1,719 -56%