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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
1326
Navis Wealth Advisors
New York
$227K – – –
TCA
1327
Trifecta Capital Advisors
Illinois
$227K -$282K -1,422 -55%
TPW
1328
TL Private Wealth
Texas
$226K +$233K +1,174 New
LGWM
1329
Litman Gregory Wealth Management
California
$226K – – –
CCMG
1330
Clark Capital Management Group
Pennsylvania
$225K -$91.6K -462 -28%
CIA
1331
Cape Investment Advisory
Georgia
$224K -$8.73K -44 -4%
TH
1332
TCTC Holdings
Texas
$224K – – –
BWA
1333
Bestgate Wealth Advisors
Maryland
$221K +$230K +1,158 New
LS
1334
Leelyn Smith
Illinois
$220K +$228K +1,152 New
VAM
1335
Vienna Asset Management
California
$220K +$228K +1,152 New
LGG
1336
Luts & Greenleigh Group
Maryland
$220K +$228K +1,151 New
T
1337
TrueFG
Texas
$219K +$595 +3 +0.3%
Lazard Asset Management
1338
Lazard Asset Management
New York
$219K – – –
ISL
1339
Ingalls & Snyder LLC
New York
$219K +$228K +1,149 New
SIM
1340
Synergy Investment Management
Florida
$219K +$227K +1,145 New
PPP
1341
Private Portfolio Partners
New Jersey
$219K +$198 +1 +0.1%
AIM
1342
Advyzon Investment Management
Illinois
$218K +$227K +1,143 New
VT
1343
Vise Technologies
New York
$218K -$3.57K -18 -2%
MCCP
1344
Mission Creek Capital Partners
California
$217K – – –
LFS
1345
Legacy Financial Strategies
Kansas
$216K +$595 +3 +0.3%
PA
1346
Persium Advisors
Georgia
$215K +$223K +1,126 New
CHJWM
1347
Carlton Hofferkamp & Jenks Wealth Management
Texas
$214K – – –
VDI
1348
Vaughan David Investments
Illinois
$213K -$1.39K -7 -0.6%
RMAM
1349
Raab & Moskowitz Asset Management
New Jersey
$213K – – –
RMP
1350
Richards, Merrill & Peterson
Washington
$212K +$221K +1,113 New