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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
1151
Paradigm Strategies in Wealth Management
Minnesota
$320K – – –
AGA
1152
Arkos Global Advisors
Texas
$318K – – –
MMPW
1153
Mitchell McLeod Pugh & Williams
Alabama
$317K -$1.74K -9 -0.5%
Russell Investments Group
1154
Russell Investments Group
United Kingdom
$315K +$183K +948 +134%
AUB
1155
Atlantic Union Bankshares
Virginia
$315K – – –
WA1
1156
Wimmer Associates 1
California
$313K – – –
OAS
1157
Optivise Advisory Services
Tennessee
$313K +$1.16K +6 +0.4%
CFAM
1158
Center For Asset Management
Florida
$312K +$387 +2 +0.1%
BWM
1159
Brown Wealth Management
Illinois
$312K +$7.55K +39 +2%
GKWIM
1160
Gerber Kawasaki Wealth & Investment Management
California
$311K +$2.9K +15 +0.9%
W
1161
Wealthquest
Ohio
$310K – – –
PCG
1162
Prosperity Consulting Group
Maryland
$310K -$1.74K -9 -0.6%
FWCM
1163
Ferguson Wellman Capital Management
Oregon
$310K +$314K +1,625 New
MWA
1164
MN Wealth Advisors
Kansas
$309K +$313K +1,620 New
HA
1165
Huntleigh Advisors
Missouri
$308K -$4.84K -25 -2%
JFGIW
1166
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$307K +$10.3K +53 +3%
DP
1167
Denver PWM
Colorado
$307K +$29K +150 +10%
FF
1168
Friday Financial
Iowa
$306K – – –
FFA
1169
Founders Financial Alliance
North Carolina
$305K +$103K +533 +50%
AGC
1170
Aspen Grove Capital
Colorado
$305K +$194 +1 +0.1%
RW
1171
Ridgeline Wealth
Arizona
$305K -$78K -403 -20%
FOR
1172
Family Office Research
Maryland
$304K -$55K -284 -15%
CWM
1173
Copia Wealth Management
Oregon
$304K – – –
TFO
1174
Timonier Family Office
North Carolina
$300K – – –
KA
1175
Kovack Advisors
Florida
$299K -$21.3K -110 -7%