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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1351
Accurate Wealth Management
Florida
$212K -$27.6K -139 -11%
ACP
1352
Aviance Capital Partners
Florida
$212K +$3.97K +20 +2%
MC
1353
Mathes Company
New York
$210K – – –
TWA
1354
TCI Wealth Advisors
Arizona
$210K +$9.92K +50 +5%
HCM
1355
Hollencrest Capital Management
California
$208K +$198 +1 +0.1%
BTIM
1356
BancFirst Trust & Investment Management
Oklahoma
$208K +$7.93K +40 +4%
SFMG
1357
Sage Financial Management Group
Virginia
$207K – – –
MCIA
1358
Mountain Capital Investment Advisors
Colorado
$206K +$6.15K +31 +3%
DWM
1359
DKM Wealth Management
California
$205K +$213K +1,075 New
FFA
1360
Founders Financial Alliance
North Carolina
$204K – – –
PW
1361
PUREfi Wealth
Massachusetts
$204K +$212K +1,067 New
TWA
1362
Talisman Wealth Advisors
New Jersey
$203K +$211K +1,065 New
OWA
1363
Oak Wealth Advisors
Illinois
$203K +$211K +1,063 New
HI
1364
Human Investing
Oregon
$202K -$43.4K -219 -17%
PCM
1365
Pennsylvania Capital Management
Pennsylvania
$202K – – –
HIP
1366
Harrell Investment Partners
Texas
$202K -$3.97K -20 -2%
1WA
1367
180 Wealth Advisors
Washington
$201K -$3.37K -17 -2%
Mirae Asset Global Investments
1368
Mirae Asset Global Investments
South Korea
$199K -$193K -971 -48%
IWM
1369
Inlight Wealth Management
Georgia
$198K +$35.6M +179,293 New
FAI
1370
Fiduciary Advisors Inc
Missouri
$197K +$204K +1,030 New
BOJHT
1371
Bank of Jackson Hole Trust
Wyoming
$194K +$202K +1,017 New
WAG
1372
Wiser Advisor Group
Arizona
$190K +$992 +5 +0.5%
EWP
1373
Elevation Wealth Partners
California
$189K +$1.19K +6 +0.6%
EFG
1374
Ethos Financial Group
Pennsylvania
$184K +$192K +966 New
BLC
1375
Brown, Lisle/Cummings
Rhode Island
$174K – – –