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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1401
Greykasell Wealth Strategies
California
$113K – – –
SNB
1402
Security National Bank
Nebraska
$111K – – –
DJSG
1403
D.J. St. Germain
Massachusetts
$111K +$21K +113 +25%
FRA
1404
Front Row Advisors
California
$109K +$104K +560 New
TCM
1405
Tradewinds Capital Management
Washington
$107K – – –
GWANC
1406
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K -$111K -597 -53%
DWM
1407
Darwin Wealth Management
Florida
$103K -$39.1K -210 -29%
BGIM
1408
Brandywine Global Investment Management
Pennsylvania
$101K -$8.2K -44 -8%
FDCP
1409
Foster Dykema Cabot & Partners
Massachusetts
$100K – – –
RFG
1410
REAP Financial Group
Texas
$96.5K +$9.31K +50 +11%
FP
1411
Financial Perspectives
Minnesota
$94.4K +$373 +2 +0.4%
Q1WB
1412
Quest 10 Wealth Builders
Virginia
$90.3K +$14K +75 +19%
W
1413
WealthCollab
Washington
$89.5K – – –
OIA
1414
Optimum Investment Advisors
Illinois
$87.9K -$16.4K -88 -16%
PFA
1415
Pillar Financial Advisors
Kentucky
$87.9K – – –
IAS
1416
IMA Advisory Services
Colorado
$85.7K – – –
AIC
1417
Archer Investment Corporation
Indiana
$85.2K +$3.35K +18 +4%
CFO
1418
Colony Family Offices
North Carolina
$83.4K +$28.7K +154 +56%
IWP
1419
IAG Wealth Partners
Wisconsin
$81.5K – – –
CBT
1420
CoreFirst Bank & Trust
Kansas
$79K +$75.3K +404 New
Allianz Asset Management
1421
Allianz Asset Management
Germany
$78.2K -$15.4M -82,900 -100%
RFA
1422
Register Financial Advisors
Georgia
$78K – – –
ATC
1423
Advantage Trust Company
Kansas
$77.2K – – –
EP
1424
Essential Partners
California
$77.2K +$73.6K +395 New
BWM
1425
Bullock Wealth Management
Indiana
$76.3K +$373 +2 +0.5%