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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
1351
DZ Bank
Germany
$173K
BCMLT
1352
Beacon Capital Management LLC (Tennessee)
Tennessee
$172K +$581 +3 +0.3%
LFA
1353
LGT Financial Advisors
Texas
$167K +$53.6K +277 +46%
CTC
1354
Cetera Trust Company
Minnesota
$163K +$166K +856 New
PWM
1355
Provident Wealth Management
Tennessee
$162K
BCCM
1356
Black Cypress Capital Management
Florida
$161K -$50.1K -259 -23%
TF
1357
Tompkins Financial
New York
$153K
GWSG
1358
GPS Wealth Strategies Group
Colorado
$150K +$9.87K +51 +7%
RWM
1359
Raffa Wealth Management
District of Columbia
$147K +$581 +3 +0.4%
CP
1360
Covenant Partners
Tennessee
$147K
DF
1361
Dunhill Financial
United Kingdom
$146K
BFO
1362
Biltmore Family Office
North Carolina
$144K
AWM
1363
Activest Wealth Management
Florida
$141K
DWM
1364
Darwin Wealth Management
Florida
$140K
LB
1365
Legacy Bridge
Iowa
$139K
CWP
1366
Clark Wealth Partners
Illinois
$136K +$139K +716 New
MEG
1367
Millstone Evans Group
Colorado
$136K +$138K +715 New
CT
1368
Colonial Trust
South Carolina
$130K
CA
1369
Crewe Advisors
Utah
$130K
CSB
1370
City State Bank
Iowa
$129K
WPA
1371
Wealth Preservation Advisors
Tennessee
$128K +$130K +672 New
FLP
1372
Financial Life Planners
Arizona
$124K +$387 +2 +0.3%
BDPWM
1373
Barnes Dennig Private Wealth Management
Ohio
$123K +$125K +645 New
MWM
1374
Mascoma Wealth Management
New Hampshire
$122K
RF
1375
Rossby Financial
Florida
$121K +$129K +666 New