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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1176
Klingman & Associates
New York
$431K
EWM
1177
Evolution Wealth Management
Florida
$431K +$147K +701 +53%
SWM
1178
Shakespeare Wealth Management
Wisconsin
$428K
SWP
1179
Sagespring Wealth Partners
Tennessee
$428K +$423K +2,018 New
FAM
1180
Frontier Asset Management
Wyoming
$428K -$123K -588 -23%
BIG
1181
Brooklyn Investment Group
New York
$425K +$417K +1,989 New
KIA
1182
KCM Investment Advisors
California
$424K
FWM
1183
Foguth Wealth Management
Michigan
$422K +$416K +1,984 New
GIA
1184
Guyasuta Investment Advisors
Pennsylvania
$421K
TCM
1185
Triumph Capital Management
Colorado
$421K -$28.1K -134 -6%
AFA
1186
AA Financial Advisors
Ohio
$420K +$415K +1,980 New
LFG
1187
Larson Financial Group
Missouri
$420K -$187K -893 -31%
BO
1188
Bank OZK
Arkansas
$419K -$18.4K -88 -4%
LCA
1189
Legend Capital Advisors
New York
$418K +$413K +1,972 New
XF
1190
XML Financial
Maryland
$418K +$168K +800 +68%
SFA
1191
Salus Financial Advisors
Colorado
$417K
CAG
1192
Curtis Advisory Group
California
$417K
SW
1193
SMART Wealth
Nebraska
$416K +$144K +689 +54%
BBA
1194
BLB&B Advisors
Pennsylvania
$416K +$411K +1,961 New
V
1195
VeraBank
Texas
$415K
MI
1196
Moneywise Inc
Virginia
$415K +$44.6K +213 +12%
Charles Schwab
1197
Charles Schwab
California
$414K -$10.3K -49 -2%
PWP
1198
Perfromance Wealth Partners
Illinois
$414K +$1.89K +9 +0.5%
PCM
1199
Payne Capital Management
New York
$410K
FB
1200
Fulton Bank
Pennsylvania
$410K -$30.6K -146 -7%