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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DF
1201
Dunhill Financial
United Kingdom
$24.8K +$23K +143 New
CTA
1202
Colonial Trust Advisors
South Carolina
$23K – – –
GWM
1203
Grand Wealth Management
Michigan
$22.6K – – –
POIA
1204
Pin Oak Investment Advisors
Texas
$22K – – –
GWANC
1205
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$20.3K +126 New
VCM
1206
Versant Capital Management
Arizona
$21.4K – – –
TAM
1207
Townsend Asset Management
North Carolina
$21.4K +$19.8K +123 New
DCM
1208
Davis Capital Management
Florida
$19.5K +$18K +112 New
AWM
1209
Abound Wealth Management
Tennessee
$19.4K +$161 +1 +0.9%
FFA
1210
Frazier Financial Advisors
Ohio
$19.3K +$17.8K +111 New
RTL
1211
Red Tortoise LLC
Georgia
$19.1K – – –
CMP
1212
Coston McIsaac & Partners
Maine
$18K – – –
ASBI
1213
American State Bank (Iowa)
Iowa
$17.7K – – –
Nomura Asset Management
1214
Nomura Asset Management
Japan
$17.4K – – –
QPBE
1215
Quintet Private Bank (Europe)
Luxembourg
$17.4K – – –
LA
1216
LM Advisors
California
$17.2K +$15.9K +99 New
DFC
1217
DB Fitzpatrick & Co
Idaho
$16.5K – – –
HFM
1218
Hartford Financial Management
Connecticut
$16.3K – – –
ITIM
1219
Indiana Trust & Investment Management
Indiana
$16K +$14.8K +92 New
RWM
1220
Ruedi Wealth Management
Illinois
$15.7K +$14.5K +90 New
FMP
1221
Financial Management Professionals
Texas
$15K +$13.7K +85 New
GI
1222
Gradient Investments
Minnesota
$14.3K +$1.13K +7 +9%
DF
1223
DecisionPoint Financial
Arizona
$14.1K +$13K +81 New
FWM
1224
FSA Wealth Management
Massachusetts
$14K +$12.9K +80 New
SIM
1225
Studio Investment Management
Illinois
$13.6K – – –