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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1201
Grand Wealth Management
Michigan
$22.6K
POIA
1202
Pin Oak Investment Advisors
Texas
$22K
GWANC
1203
Guardian Wealth Advisors (North Carolina)
North Carolina
$21.9K +$20.3K +126 New
VCM
1204
Versant Capital Management
Arizona
$21.4K
TAM
1205
Townsend Asset Management
North Carolina
$21.4K +$19.8K +123 New
DCM
1206
Davis Capital Management
Florida
$19.5K +$18K +112 New
AWM
1207
Abound Wealth Management
Tennessee
$19.4K +$161 +1 +0.9%
FFA
1208
Frazier Financial Advisors
Ohio
$19.3K +$17.8K +111 New
RTL
1209
Red Tortoise LLC
Georgia
$19.1K
CMP
1210
Coston McIsaac & Partners
Maine
$18K
ASBI
1211
American State Bank (Iowa)
Iowa
$17.7K
Nomura Asset Management
1212
Nomura Asset Management
Japan
$17.4K
QPBE
1213
Quintet Private Bank (Europe)
Luxembourg
$17.4K
LA
1214
LM Advisors
California
$17.2K +$15.9K +99 New
DFC
1215
DB Fitzpatrick & Co
Idaho
$16.5K
HFM
1216
Hartford Financial Management
Connecticut
$16.3K
ITIM
1217
Indiana Trust & Investment Management
Indiana
$16K +$14.8K +92 New
RWM
1218
Ruedi Wealth Management
Illinois
$15.7K +$14.5K +90 New
FMP
1219
Financial Management Professionals
Texas
$15K +$13.7K +85 New
GI
1220
Gradient Investments
Minnesota
$14.3K +$1.13K +7 +9%
DF
1221
DecisionPoint Financial
Arizona
$14.1K +$13K +81 New
FWM
1222
FSA Wealth Management
Massachusetts
$14K +$12.9K +80 New
SIM
1223
Studio Investment Management
Illinois
$13.6K
NFSG
1224
Newbridge Financial Services Group
Florida
$12.7K +$161 +1 +1%
NC
1225
NewSquare Capital
Pennsylvania
$12.5K