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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
1301
HM Payson & Co
Maine
$233K
PGA
1302
Portland Global Advisors
Maine
$232K
NWA
1303
Navis Wealth Advisors
New York
$232K
LGWM
1304
Litman Gregory Wealth Management
California
$232K
CFAM
1305
Center For Asset Management
Florida
$231K -$79.9K -429 -26%
PGF
1306
Plan Group Financial
Oklahoma
$230K -$9.69K -52 -4%
TH
1307
TCTC Holdings
Texas
$230K
SI
1308
Seeds Investor
New York
$229K -$931 -5 -0.4%
XF
1309
XML Financial
Maryland
$229K -$1.49K -8 -0.7%
PP
1310
Patten & Patten
Tennessee
$228K -$4.1K -22 -2%
PAW
1311
Plan A Wealth
Nebraska
$228K -$30.2K -162 -12%
LS
1312
Leelyn Smith
Illinois
$225K
ISL
1313
Ingalls & Snyder LLC
New York
$225K
Lazard Asset Management
1314
Lazard Asset Management
New York
$224K
SIM
1315
Synergy Investment Management
Florida
$224K
T
1316
TrueFG
Texas
$224K
GSIAS
1317
Garden State Investment Advisory Services
New Jersey
$223K
PCM
1318
Parsons Capital Management
Rhode Island
$223K
SWM
1319
SeaCrest Wealth Management
New York
$222K -$13K -70 -6%
WCA
1320
Westover Capital Advisors
Delaware
$222K
BWA
1321
Bestgate Wealth Advisors
Maryland
$221K
LFA
1322
Longview Financial Advisors
Alabama
$221K +$931 +5 +0.4%
PA
1323
Persium Advisors
Georgia
$220K
ACA
1324
Ascension Capital Advisors
Texas
$218K -$66.9K -359 -24%
BWP
1325
Balboa Wealth Partners
Arizona
$218K -$6.89K -37 -3%