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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1351
Madison Wealth Partners
Wisconsin
$224K +$3.01K +15 +1%
SFMG
1352
Sage Financial Management Group
Virginia
$224K – – –
VCA
1353
Verdence Capital Advisors
Maryland
$224K +$201 +1 +0.1%
WFC
1354
Western Financial Corp
California
$222K -$23.1K -115 -10%
CI
1355
Cambiar Investors
Colorado
$221K -$26.5K -132 -11%
AWP
1356
Accretive Wealth Partners
New Jersey
$221K – – –
HFS
1357
Hantz Financial Services
Michigan
$218K +$139K +690 +188%
FCB
1358
First County Bank
Connecticut
$218K – – –
SWM
1359
Segment Wealth Management
Texas
$218K – – –
WAG
1360
Winthrop Advisory Group
Massachusetts
$217K +$201 +1 +0.1%
DJYG
1361
David J. Yvars Group
Florida
$217K -$10.4K -52 -5%
RPGK
1362
Retirement Planning Group (Kansas)
Kansas
$217K +$211K +1,049 New
VCP
1363
Vista Capital Partners
Oregon
$216K – – –
BTIM
1364
BancFirst Trust & Investment Management
Oklahoma
$216K – – –
EGWAG
1365
Elwood & Goetz Wealth Advisory Group
Georgia
$216K +$210K +1,046 New
AIP
1366
Almanack Investment Partners
Pennsylvania
$216K – – –
HI
1367
Human Investing
Oregon
$215K -$803 -4 -0.4%
AWM
1368
Axxcess Wealth Management
California
$215K -$372K -1,854 -64%
MHB
1369
Midwest Heritage Bank
Iowa
$215K +$209K +1,040 New
TW
1370
TritonPoint Wealth
Maryland
$214K – – –
ACA
1371
Ascension Capital Advisors
Texas
$213K -$16.9K -84 -8%
TCWM
1372
Total Clarity Wealth Management
Illinois
$212K -$3.62K -18 -2%
Luther King Capital Management (LKCM)
1373
Luther King Capital Management (LKCM)
Texas
$212K – – –
CCMG
1374
Clark Capital Management Group
Pennsylvania
$211K +$206K +1,024 New
FWA
1375
FSC Wealth Advisors
New York
$211K +$205K +1,023 New