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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1326
Financial Perspectives
Minnesota
$94K +$570 +3 +0.6%
NFA
1327
Northwest Financial Advisors
Virginia
$93.1K +$89.7K +472 New
BGIM
1328
Brandywine Global Investment Management
Pennsylvania
$92.1K +$87.6K +461 New
W
1329
WealthCollab
Washington
$90.3K – – –
OIA
1330
Optimum Investment Advisors
Illinois
$88.7K – – –
BWM
1331
Bullock Wealth Management
Indiana
$88.4K +$570 +3 +0.7%
S
1332
Syntrinsic
Colorado
$86.5K +$380 +2 +0.5%
TCM
1333
TD Capital Management
Tennessee
$83.4K -$8.55K -45 -10%
CT
1334
Caldwell Trust
Florida
$82.8K – – –
AIC
1335
Archer Investment Corporation
Indiana
$82.2K +$190 +1 +0.2%
MHR
1336
Matthew Hamilton Rosenberg
$82K – – –
RFA
1337
Register Financial Advisors
Georgia
$78.7K – – –
CAS
1338
Coppell Advisory Solutions
Texas
$74.9K +$7.6K +40 +12%
Kayne Anderson Rudnick Investment Management
1339
Kayne Anderson Rudnick Investment Management
California
$74.8K – – –
RWM
1340
Reston Wealth Management
Virginia
$74.3K +$71.6K +377 New
IIL
1341
Insight Inv LLC
California
$74.1K – – –
PIM
1342
Progressive Investment Management
Oregon
$73.9K – – –
AWM
1343
Avondale Wealth Management
Texas
$71.4K – – –
TCM
1344
TruNorth Capital Management
Michigan
$70K – – –
CBT
1345
CoreFirst Bank & Trust
Kansas
$70K +$67.4K +355 New
IWP
1346
IAG Wealth Partners
Wisconsin
$69K – – –
AWA
1347
Authentikos Wealth Advisory
California
$67.4K +$65K +342 New
BCM
1348
Blume Capital Management
California
$64.5K +$62.1K +327 New
BBPWM
1349
Blue Bell Private Wealth Management
Pennsylvania
$62.5K – – –
HWA
1350
HHM Wealth Advisors
Tennessee
$62.5K -$4.94K -26 -8%