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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1251
D.J. St. Germain
Massachusetts
$91.2K
AWM
1252
Ameliora Wealth Management
Switzerland
$91K
SIS
1253
Strategic Investment Solutions
Illinois
$91K +$86.9K +477 New
BA
1254
Ballast Advisors
Minnesota
$90.5K -$9.11K -50 -9%
TCG
1255
Transcendent Capital Group
Oklahoma
$90.1K +$729 +4 +0.8%
WCM
1256
Westend Capital Management
California
$90K
FP
1257
Financial Perspectives
Minnesota
$86.3K +$364 +2 +0.4%
TAM
1258
Tucker Asset Management
Colorado
$85.7K +$7.1K +39 +9%
TCM
1259
TD Capital Management
Tennessee
$85.2K -$1.64K -9 -2%
CB
1260
Chris Bulman
California
$84.3K +$84.3K +463 New
W
1261
WealthCollab
Washington
$83.4K
OIA
1262
Optimum Investment Advisors
Illinois
$81.9K
S
1263
Syntrinsic
Colorado
$79.4K +$546 +3 +0.7%
CT
1264
Caldwell Trust
Florida
$76.4K
AIC
1265
Archer Investment Corporation
Indiana
$75.7K -$41.7K -229 -36%
MHR
1266
Matthew Hamilton Rosenberg
$75.3K
APW
1267
Atlantic Private Wealth
North Carolina
$74.1K -$59.6K -327 -45%
Russell Investments Group
1268
Russell Investments Group
United Kingdom
$74.1K +$73.4K +403 +10,075%
RFA
1269
Register Financial Advisors
Georgia
$72.6K
SMA
1270
Sage Mountain Advisors
Georgia
$69.5K
Kayne Anderson Rudnick Investment Management
1271
Kayne Anderson Rudnick Investment Management
California
$69K
IIL
1272
Insight Inv LLC
California
$68.4K
PIM
1273
Progressive Investment Management
Oregon
$68.3K
AWM
1274
Avondale Wealth Management
Texas
$65.9K +$13.1K +72 +25%
TCM
1275
TruNorth Capital Management
Michigan
$64.6K +$64.7K +355 New