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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1251
Westend Capital Management
California
$92.8K +$88.3K +497 New
RG
1252
Retirement Group
California
$92.3K -$6.22K -35 -7%
CPG
1253
Cornerstone Planning Group
New Jersey
$92.1K +$90.3K +508 +16,933%
TCG
1254
Transcendent Capital Group
Oklahoma
$91.8K +$711 +4 +0.8%
TCM
1255
TD Capital Management
Tennessee
$89.1K – – –
FP
1256
Financial Perspectives
Minnesota
$88.1K +$355 +2 +0.4%
GWSG
1257
GPS Wealth Strategies Group
Colorado
$86.7K – – –
W
1258
WealthCollab
Washington
$85.6K – – –
OIA
1259
Optimum Investment Advisors
Illinois
$84.1K – – –
BWM
1260
Bullock Wealth Management
Indiana
$82.6K +$79.1K +445 New
S
1261
Syntrinsic
Colorado
$81.1K +$355 +2 +0.5%
TAM
1262
Tucker Asset Management
Colorado
$80.7K +$76.8K +432 New
CSWG
1263
Cardinal Strategic Wealth Guidance
Kentucky
$78.5K +$74.7K +420 New
CT
1264
Caldwell Trust
Florida
$78.5K – – –
IWMA
1265
Ironwood Wealth Management (Arizona)
Arizona
$77.3K +$34.3K +193 +87%
MHR
1266
Matthew Hamilton Rosenberg
$77.2K – – –
RFA
1267
Register Financial Advisors
Georgia
$74.5K +$26.7K +150 +60%
SMA
1268
Sage Mountain Advisors
Georgia
$71.4K +$178 +1 +0.3%
Kayne Anderson Rudnick Investment Management
1269
Kayne Anderson Rudnick Investment Management
California
$70.8K -$38.2K -215 -36%
IIL
1270
Insight Inv LLC
California
$70.2K – – –
PIM
1271
Progressive Investment Management
Oregon
$70.1K – – –
HWA
1272
HHM Wealth Advisors
Tennessee
$68.6K +$21.3K +120 +49%
CBT
1273
CoreFirst Bank & Trust
Kansas
$66.3K – – –
IWP
1274
IAG Wealth Partners
Wisconsin
$65.4K – – –
BL
1275
BFSG LLC
California
$64.8K +$533 +3 +0.9%