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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SEP
1451
Signature Equity Partners
Ohio
$254K -$23.9K -107 -9%
APW
1452
Axim Planning & Wealth
Ohio
$254K -$17K -76 -6%
RMP
1453
Richards, Merrill & Peterson
Washington
$253K
CHJWM
1454
Carlton Hofferkamp & Jenks Wealth Management
Texas
$252K
ZIM
1455
Zacks Investment Management
Illinois
$251K +$26.8K +120 +12%
Vanguard Capital Wealth Advisors
1456
Vanguard Capital Wealth Advisors
Colorado
$250K +$246K +1,100 New
CWA
1457
Consilio Wealth Advisors
Washington
$249K +$245K +1,098 New
OC
1458
Oarsman Capital
Wisconsin
$248K -$14.5K -65 -6%
RIA
1459
Realta Investment Advisors
Delaware
$248K -$14.3K -64 -6%
WG
1460
Wellington Group
Indiana
$247K
VDI
1461
Vaughan David Investments
Illinois
$247K
PWA
1462
Perspective Wealth Advisors
Colorado
$247K
FDS
1463
Freedom Day Solutions
Texas
$246K +$242K +1,085 New
DBFM
1464
Dickmeyer Boyce Financial Management
Indiana
$245K -$22.3K -100 -8%
TW
1465
TritonPoint Wealth
Maryland
$245K
TP
1466
TritonPoint Partners
Maryland
$245K +$241K +1,080 New
CWM
1467
CarsonAllaria Wealth Management
Illinois
$244K +$18.1K +81 +8%
EPW
1468
Evolve Private Wealth
California
$244K +$26.4K +118 +12%
SFMG
1469
Sage Financial Management Group
Virginia
$243K
AWP
1470
Accretive Wealth Partners
New Jersey
$243K
WS
1471
Wilian Securities
Minnesota
$242K +$238K +1,067 New
LBC
1472
Lane Brothers & Co
Arizona
$242K -$3.13K -14 -1%
AWA
1473
Acorn Wealth Advisors
Michigan
$241K -$31.3K -140 -12%
SWM
1474
Segment Wealth Management
Texas
$239K
HIP
1475
Harrell Investment Partners
Texas
$239K -$72.6K -325 -24%