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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TH
1301
TCTC Holdings
Texas
$224K – – –
CAM
1302
Creekmur Asset Management
Illinois
$223K -$11.2K -58 -5%
BWA
1303
Bestgate Wealth Advisors
Maryland
$221K – – –
BWP
1304
Balboa Wealth Partners
Arizona
$220K -$1.63M -8,447 -88%
LS
1305
Leelyn Smith
Illinois
$220K – – –
ISL
1306
Ingalls & Snyder LLC
New York
$219K – – –
Lazard Asset Management
1307
Lazard Asset Management
New York
$219K – – –
T
1308
TrueFG
Texas
$218K -$581 -3 -0.3%
SIM
1309
Synergy Investment Management
Florida
$218K – – –
CPRC
1310
Consolidated Portfolio Review Corp
New York
$218K +$221K +1,144 New
GSIAS
1311
Garden State Investment Advisory Services
New Jersey
$218K -$57.9K -299 -21%
PCM
1312
Parsons Capital Management
Rhode Island
$217K -$448K -2,315 -67%
LFS
1313
Legacy Financial Strategies
Kansas
$217K – – –
WCA
1314
Westover Capital Advisors
Delaware
$216K +$219K +1,134 New
HIP
1315
Harrell Investment Partners
Texas
$216K +$14.5K +75 +7%
AWA
1316
Acorn Wealth Advisors
Michigan
$216K -$26.9K -139 -11%
AIM
1317
Advyzon Investment Management
Illinois
$216K -$2.13K -11 -1%
GWANC
1318
Guardian Wealth Advisors (North Carolina)
North Carolina
$215K +$97.7K +505 +81%
PA
1319
Persium Advisors
Georgia
$215K – – –
LFA
1320
Longview Financial Advisors
Alabama
$214K +$217K +1,124 New
SGI
1321
Summit Global Investments
Utah
$214K -$1.29M -6,688 -86%
FWI
1322
Facet Wealth Inc
Maryland
$212K +$223K +1,150 New
RMAM
1323
Raab & Moskowitz Asset Management
New Jersey
$212K – – –
RMP
1324
Richards, Merrill & Peterson
Washington
$212K – – –
VDI
1325
Vaughan David Investments
Illinois
$212K -$1.55K -8 -0.7%