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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
T
1201
TrueFG
Texas
$208K – – –
CHJWM
1202
Carlton Hofferkamp & Jenks Wealth Management
Texas
$208K +$199K +1,091 New
MCCP
1203
Mission Creek Capital Partners
California
$208K -$15.5K -85 -7%
VDI
1204
Vaughan David Investments
Illinois
$205K -$2K -11 -1%
VWM
1205
Valley Wealth Managers
New Jersey
$203K -$57.7K -317 -22%
CWM
1206
Cornerstone Wealth Management
Missouri
$203K +$203K +1,115 New
RMAM
1207
Raab & Moskowitz Asset Management
New Jersey
$203K +$203K +1,114 New
VT
1208
Vise Technologies
New York
$201K +$201K +1,102 New
CAM
1209
Clark Asset Management
New Hampshire
$200K – – –
MC
1210
Mathes Company
New York
$200K – – –
HCM
1211
Hollencrest Capital Management
California
$198K +$37.2K +204 +23%
BCCM
1212
Black Cypress Capital Management
Florida
$198K – – –
TCOV
1213
Trust Company of Vermont
Vermont
$196K – – –
AAG
1214
Armstrong Advisory Group
Massachusetts
$184K – – –
WAG
1215
Wiser Advisor Group
Arizona
$180K +$35.7K +196 +25%
EWP
1216
Elevation Wealth Partners
California
$178K +$729 +4 +0.4%
GJWM
1217
Gilliland Jeter Wealth Management
Arkansas
$164K +$5.1K +28 +3%
WB
1218
Webster Bank
Connecticut
$163K – – –
MFC
1219
Mechanics Financial Corp
Ohio
$163K – – –
GFPC
1220
Global Financial Private Client
Florida
$158K +$37.7K +207 +31%
FFA
1221
Founders Financial Alliance
North Carolina
$156K – – –
PWM
1222
Provident Wealth Management
Tennessee
$155K – – –
OP
1223
ORG Partners
Indiana
$150K +$151K +831 New
ZB
1224
Zions Bancorporation
Utah
$142K +$142K +781 New
Mirae Asset Global Investments
1225
Mirae Asset Global Investments
South Korea
$140K +$140K +769 New