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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1201
Level Wealth Management
North Carolina
$409K -$95.1K -454 -19%
BAMG
1202
Brand Asset Management Group
Missouri
$408K +$404K +1,926 New
FTWA
1203
Fifth Third Wealth Advisors
Ohio
$407K +$3.98K +19 +1%
AF
1204
Affiance Financial
Minnesota
$407K
MA
1205
MONECO Advisors
Connecticut
$405K
OPF
1206
Old Peak Finance
North Carolina
$405K +$400K +1,908 New
OC
1207
Oarsman Capital
Wisconsin
$403K +$12.8K +61 +3%
Wealthfront Advisers
1208
Wealthfront Advisers
California
$402K +$136K +651 +52%
BBWP
1209
Beacon Bridge Wealth Partners
Pennsylvania
$402K -$10.7K -51 -3%
AFA
1210
Allium Financial Advisors
Oregon
$400K
PWA
1211
Peterson Wealth Advisors
Utah
$400K -$15.5K -74 -4%
CFS
1212
Compass Financial Services
Iowa
$400K
CBA
1213
Coastal Bridge Advisors
Connecticut
$399K
LP
1214
LGL Partners
Pennsylvania
$399K +$1.89K +9 +0.5%
NS
1215
NBC Securities
Alabama
$397K +$5.03K +24 +1%
CIAS
1216
Capital Investment Advisory Services
North Carolina
$395K -$20.7K -99 -5%
FSA
1217
Financial Services Advisory
Maryland
$395K +$149K +713 +62%
DJSG
1218
D.J. St. Germain
Massachusetts
$394K
PWCM
1219
Processus Wealth & Capital Management
Tennessee
$392K -$65.8K -314 -15%
TCOV
1220
Trust Company of Vermont
Vermont
$392K +$15.9K +76 +4%
GD
1221
Grandfield & Dodd
New York
$392K
VC
1222
Veery Capital
Delaware
$391K +$32.1K +153 +9%
CTFG
1223
Capstone Triton Financial Group
Oklahoma
$391K +$1.47K +7 +0.4%
USB
1224
Union Savings Bank
Connecticut
$390K +$385K +1,838 New
OBWG
1225
Onyx Bridge Wealth Group
New York
$390K -$4.19K -20 -1%