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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAI
1251
Pittenger & Anderson Inc
Nebraska
$97.4K – – –
LFA
1252
LGT Financial Advisors
Texas
$94K -$28.2K -155 -23%
DJSG
1253
D.J. St. Germain
Massachusetts
$91.2K – – –
AWM
1254
Ameliora Wealth Management
Switzerland
$91K – – –
SIS
1255
Strategic Investment Solutions
Illinois
$91K +$86.9K +477 New
BA
1256
Ballast Advisors
Minnesota
$90.5K -$9.11K -50 -9%
TCG
1257
Transcendent Capital Group
Oklahoma
$90.1K +$729 +4 +0.8%
WCM
1258
Westend Capital Management
California
$90K – – –
FP
1259
Financial Perspectives
Minnesota
$86.3K +$364 +2 +0.4%
TAM
1260
Tucker Asset Management
Colorado
$85.7K +$7.1K +39 +9%
TCM
1261
TD Capital Management
Tennessee
$85.2K -$1.64K -9 -2%
CB
1262
Chris Bulman
California
$84.3K +$84.3K +463 New
W
1263
WealthCollab
Washington
$83.4K – – –
OIA
1264
Optimum Investment Advisors
Illinois
$81.9K – – –
BWM
1265
Bullock Wealth Management
Indiana
$81K +$364 +2 +0.4%
S
1266
Syntrinsic
Colorado
$79.4K +$546 +3 +0.7%
CT
1267
Caldwell Trust
Florida
$76.4K – – –
AIC
1268
Archer Investment Corporation
Indiana
$75.7K -$41.7K -229 -36%
MHR
1269
Matthew Hamilton Rosenberg
$75.3K – – –
APW
1270
Atlantic Private Wealth
North Carolina
$74.1K -$59.6K -327 -45%
Russell Investments Group
1271
Russell Investments Group
United Kingdom
$74.1K +$73.4K +403 +10,075%
RFA
1272
Register Financial Advisors
Georgia
$72.6K – – –
SMA
1273
Sage Mountain Advisors
Georgia
$69.5K – – –
Kayne Anderson Rudnick Investment Management
1274
Kayne Anderson Rudnick Investment Management
California
$69K – – –
IIL
1275
Insight Inv LLC
California
$68.4K – – –