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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
1351
Human Investing
Oregon
$204K -$43.6K -234 -18%
AIP
1352
Almanack Investment Partners
Pennsylvania
$204K +$195K +1,045 New
BTIM
1353
BancFirst Trust & Investment Management
Oklahoma
$204K +$196K +1,050 New
TCWM
1354
Total Clarity Wealth Management
Illinois
$204K +$194K +1,044 New
FAI
1355
Fiduciary Advisors Inc
Missouri
$202K +$559 +3 +0.3%
TW
1356
TritonPoint Wealth
Maryland
$202K +$193K +1,034 New
SOAG
1357
Silver Oak Advisory Group
Oregon
$200K +$191K +1,026 New
BOJHT
1358
Bank of Jackson Hole Trust
Wyoming
$199K
IWM
1359
Inlight Wealth Management
Georgia
$199K
MFC
1360
Mechanics Financial Corp
Ohio
$198K
EWP
1361
Elevation Wealth Partners
California
$195K +$931 +5 +0.5%
RPCA
1362
Running Point Capital Advisors
California
$195K
CAM
1363
Creekmur Asset Management
Illinois
$189K -$37.8K -203 -17%
BWL
1364
Bogart Wealth LLC
Virginia
$188K -$182K -979 -50%
AF
1365
Alerus Financial
North Dakota
$186K +$177K +951 New
BCV
1366
Banque Cantonale Vaudoise
Switzerland
$185K +$177K +949 New
CWM
1367
CarsonAllaria Wealth Management
Illinois
$182K +$85.7K +460 +98%
BLC
1368
Brown, Lisle/Cummings
Rhode Island
$178K
BCMLT
1369
Beacon Capital Management LLC (Tennessee)
Tennessee
$177K +$745 +4 +0.4%
CTC
1370
Cetera Trust Company
Minnesota
$167K
PWM
1371
Provident Wealth Management
Tennessee
$166K
TF
1372
Tompkins Financial
New York
$157K
GWSG
1373
GPS Wealth Strategies Group
Colorado
$155K +$1.12K +6 +0.8%
DF
1374
Dunhill Financial
United Kingdom
$153K +$3.73K +20 +3%
CP
1375
Covenant Partners
Tennessee
$150K