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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
1176
Fee-Only Financial Planning
South Carolina
$226K -$13.3K -73 -6%
GCA
1177
Genesee Capital Advisors
New York
$226K
SPWG
1178
Sage Private Wealth Group
Illinois
$225K -$411K -2,258 -65%
LSIA
1179
LaSalle St. Investment Advisors
Illinois
$223K -$59.4K -326 -21%
SWM
1180
SeaCrest Wealth Management
New York
$220K -$136K -748 -38%
PP
1181
Patten & Patten
Tennessee
$219K +$729 +4 +0.3%
IPAM
1182
Investment Partners Asset Management
New Jersey
$218K
FG
1183
Fiduciary Group
Georgia
$218K
HPC
1184
HM Payson & Co
Maine
$217K -$8.74K -48 -4%
PGA
1185
Portland Global Advisors
Maine
$216K
LGWM
1186
Litman Gregory Wealth Management
California
$216K +$182 +1 +0.1%
BFEC
1187
Benjamin F. Edwards & Company
Missouri
$214K -$958K -5,259 -82%
TH
1188
TCTC Holdings
Texas
$214K
BWP
1189
Balboa Wealth Partners
Arizona
$213K -$1.01M -5,528 -82%
FCMT
1190
Founders Capital Management (Texas)
Texas
$213K
SGI
1191
Summit Global Investments
Utah
$212K +$212K +1,163 New
CP
1192
Covenant Partners
Tennessee
$212K
LA
1193
Latitude Advisors
Florida
$211K +$212K +1,162 New
OPPS
1194
Obsidian Personal Planning Solutions
Maryland
$211K
HI
1195
Human Investing
Oregon
$209K
CDH
1196
Charles D. Hyman
$209K
Lazard Asset Management
1197
Lazard Asset Management
New York
$209K
WLPWM
1198
Walled Lake Planning & Wealth Management
Illinois
$208K +$209K +1,145 New
T
1199
TrueFG
Texas
$208K
CHJWM
1200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K +$199K +1,091 New