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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FG
1226
Fiduciary Group
Georgia
$239K +$2.85K +15 +1%
EI
1227
Ellevest Inc
New York
$238K -$251K -1,323 -52%
SWM
1228
SeaCrest Wealth Management
New York
$238K
IPAM
1229
Investment Partners Asset Management
New Jersey
$237K
PP
1230
Patten & Patten
Tennessee
$235K -$1.9K -10 -0.8%
HPC
1231
HM Payson & Co
Maine
$235K
PGA
1232
Portland Global Advisors
Maine
$234K
NWA
1233
Navis Wealth Advisors
New York
$234K -$20.5K -108 -8%
TF
1234
Tenon Financial
New Jersey
$234K +$225K +1,187 New
LGWM
1235
Litman Gregory Wealth Management
California
$234K
TH
1236
TCTC Holdings
Texas
$232K
BWP
1237
Balboa Wealth Partners
Arizona
$231K
MHB
1238
Midwest Heritage Bank
Iowa
$228K +$220K +1,159 New
VT
1239
Vise Technologies
New York
$228K +$10.6K +56 +5%
Lazard Asset Management
1240
Lazard Asset Management
New York
$226K
OPPS
1241
Obsidian Personal Planning Solutions
Maryland
$226K
T
1242
TrueFG
Texas
$226K
FTA
1243
Financial & Tax Architects
Missouri
$226K +$217K +1,144 New
PPP
1244
Private Portfolio Partners
New Jersey
$226K +$217K +1,144 New
HFO
1245
Heritage Family Offices
Arizona
$224K +$216K +1,135 New
MCCP
1246
Mission Creek Capital Partners
California
$224K -$950 -5 -0.4%
LFS
1247
Legacy Financial Strategies
Kansas
$224K +$216K +1,135 New
VDI
1248
Vaughan David Investments
Illinois
$222K -$570 -3 -0.3%
RMAM
1249
Raab & Moskowitz Asset Management
New Jersey
$220K
GJWM
1250
Gilliland Jeter Wealth Management
Arkansas
$217K +$38.4K +202 +22%