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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MHR
1151
Matthew Hamilton Rosenberg
$72.3K -$1.29K -8 -2%
DWMG
1152
DB Wealth Management Group
California
$69.6K – – –
TVAMP
1153
Tennessee Valley Asset Management Partners
Tennessee
$69.2K +$64K +398 New
SMA
1154
Sage Mountain Advisors
Georgia
$66.2K +$321 +2 +0.5%
IIL
1155
Insight Inv LLC
California
$65.4K – – –
PIM
1156
Progressive Investment Management
Oregon
$65.2K -$245K -1,525 -80%
CBT
1157
CoreFirst Bank & Trust
Kansas
$61.7K – – –
CWP
1158
Concord Wealth Partners
Virginia
$61.6K +$8.84K +55 +18%
IWP
1159
IAG Wealth Partners
Wisconsin
$60.9K +$56.3K +350 New
BL
1160
BFSG LLC
California
$59.8K +$55.3K +344 New
BBPWM
1161
Blue Bell Private Wealth Management
Pennsylvania
$55.1K – – –
EWA
1162
EverSource Wealth Advisors
Alabama
$53K +$39.4K +245 +408%
PAG
1163
Paladin Advisory Group
Iowa
$52.5K – – –
WPWM
1164
Western Pacific Wealth Management
Illinois
$52.2K – – –
NP
1165
NorthRock Partners
Minnesota
$51.6K +$47.7K +297 New
RP
1166
Rice Partnership
Hawaii
$50.8K – – –
AWM
1167
Avondale Wealth Management
Texas
$50.4K +$3.38K +21 +8%
First Manhattan
1168
First Manhattan
New York
$50.1K – – –
JFA
1169
JNBA Financial Advisors
Minnesota
$50K – – –
OHWP
1170
Oak Harbor Wealth Partners
North Carolina
$47.1K – – –
PP
1171
PrairieView Partners
Minnesota
$46K – – –
BL
1172
Balentine LLC
Georgia
$45.6K +$42.1K +262 New
KC
1173
Knuff & Co
California
$44.5K -$2.41K -15 -6%
IGWM
1174
ICA Group Wealth Management
Colorado
$44.2K +$40.8K +254 New
RFA
1175
Register Financial Advisors
Georgia
$43.3K +$6.43K +40 +19%