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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1201
Payne Capital Management
New York
$410K – – –
FB
1202
Fulton Bank
Pennsylvania
$410K -$30.6K -146 -7%
LWM
1203
Level Wealth Management
North Carolina
$409K -$95.1K -454 -19%
BAMG
1204
Brand Asset Management Group
Missouri
$408K +$404K +1,926 New
FTWA
1205
Fifth Third Wealth Advisors
Ohio
$407K +$3.98K +19 +1%
AF
1206
Affiance Financial
Minnesota
$407K – – –
MA
1207
MONECO Advisors
Connecticut
$405K – – –
OPF
1208
Old Peak Finance
North Carolina
$405K +$400K +1,908 New
OC
1209
Oarsman Capital
Wisconsin
$403K +$12.8K +61 +3%
Wealthfront Advisers
1210
Wealthfront Advisers
California
$402K +$136K +651 +52%
BBWP
1211
Beacon Bridge Wealth Partners
Pennsylvania
$402K -$10.7K -51 -3%
AFA
1212
Allium Financial Advisors
Oregon
$400K – – –
PWA
1213
Peterson Wealth Advisors
Utah
$400K -$15.5K -74 -4%
CFS
1214
Compass Financial Services
Iowa
$400K – – –
CBA
1215
Coastal Bridge Advisors
Connecticut
$399K – – –
LP
1216
LGL Partners
Pennsylvania
$399K +$1.89K +9 +0.5%
NS
1217
NBC Securities
Alabama
$397K +$5.03K +24 +1%
CIAS
1218
Capital Investment Advisory Services
North Carolina
$395K -$20.7K -99 -5%
FSA
1219
Financial Services Advisory
Maryland
$395K +$149K +713 +62%
DJSG
1220
D.J. St. Germain
Massachusetts
$394K – – –
PWCM
1221
Processus Wealth & Capital Management
Tennessee
$392K -$65.8K -314 -15%
TCOV
1222
Trust Company of Vermont
Vermont
$392K +$15.9K +76 +4%
GD
1223
Grandfield & Dodd
New York
$392K – – –
VC
1224
Veery Capital
Delaware
$391K +$32.1K +153 +9%
CTFG
1225
Capstone Triton Financial Group
Oklahoma
$391K +$1.47K +7 +0.4%