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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FF
1176
Francis Financial
$326K
EE
1177
EWG Elevate
California
$325K -$47.2K -238 -12%
MFG
1178
Mosaic Financial Group
Illinois
$325K +$1.39K +7 +0.4%
BCP
1179
Blue Chip Partners
Michigan
$325K -$14.3K -72 -4%
UL
1180
Unionview LLC
Washington
$325K +$25.2K +127 +8%
HCM
1181
HMS Capital Management
Tennessee
$324K
IFWM
1182
Institute for Wealth Management
Colorado
$324K +$23.8K +120 +8%
MCM
1183
Manchester Capital Management
Vermont
$323K
RWM
1184
Rockwood Wealth Management
Pennsylvania
$323K +$336K +1,692 New
PSIWM
1185
Paradigm Strategies in Wealth Management
Minnesota
$321K -$9.92K -50 -3%
KA
1186
Kovack Advisors
Florida
$320K -$6.74K -34 -2%
AGA
1187
Arkos Global Advisors
Texas
$319K
MMPW
1188
Mitchell McLeod Pugh & Williams
Alabama
$319K
FCB
1189
First County Bank
Connecticut
$319K -$151K -762 -31%
FIB
1190
First Interstate Bank
Montana
$317K -$130K -657 -28%
QFA
1191
Quattro Financial Advisors
Texas
$317K
HT
1192
Headlands Technologies
Illinois
$316K +$291K +1,468 +781%
WAG
1193
Winthrop Advisory Group
Massachusetts
$316K +$9.92K +50 +3%
AUB
1194
Atlantic Union Bankshares
Virginia
$316K
WA1
1195
Wimmer Associates 1
California
$315K
HA
1196
Huntleigh Advisors
Missouri
$313K +$325K +1,641 New
CFAM
1197
Center For Asset Management
Florida
$312K -$19.8K -100 -6%
OAS
1198
Optivise Advisory Services
Tennessee
$312K -$3.17K -16 -1%
PCG
1199
Prosperity Consulting Group
Maryland
$312K +$79.1K +399 +32%
EA
1200
Everpar Advisors
Oklahoma
$311K +$15.1K +76 +5%