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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1451
Maripau Wealth Management
Indiana
-$1.71M -9,382 Closed
SAM
1452
Synergy Asset Management
Washington
-$1.21M -6,663 Closed
NWMG
1453
National Wealth Management Group
Ohio
-$1.16M -6,393 Closed
PSP
1454
Pacific Sage Partners
Washington
-$606K -3,330 Closed
MAM
1455
Milestone Asset Management
Pennsylvania
-$588K -3,228 Closed
SW
1456
SVB Wealth
Massachusetts
-$580K -3,187 Closed
BTWM
1457
Baker Tilly Wealth Management
Wisconsin
-$576K -3,163 Closed
GIM
1458
Goelzer Investment Management
Indiana
-$543K -2,981 Closed
KPWG
1459
KFA Private Wealth Group
Virginia
-$496K -2,727 Closed
GCIM
1460
Gunn & Company Investment Management
Florida
-$414K -2,273 Closed
RWM
1461
Rockwood Wealth Management
Pennsylvania
-$410K -2,250 Closed
NCFG
1462
New Century Financial Group
New Jersey
-$397K -2,181 Closed
TWM
1463
Thrive Wealth Management
Pennsylvania
-$386K -2,119 Closed
Fisher Asset Management
1464
Fisher Asset Management
Washington
-$313K -1,721 Closed
HCM
1465
Howland Capital Management
Massachusetts
-$308K -1,690 Closed
TL
1466
Tradewinds LLC
North Carolina
-$291K -1,599 Closed
T
1467
TCWP
Ohio
-$278K -1,530 Closed
MWAM
1468
Manhattan West Asset Management
California
-$245K -1,346 Closed
FOFP
1469
Fee-Only Financial Planning
South Carolina
-$226K -1,244 Closed
WLPWM
1470
Walled Lake Planning & Wealth Management
Illinois
-$208K -1,145 Closed
CAM
1471
Clark Asset Management
New Hampshire
-$200K -1,101 Closed
GLR
1472
Great Lakes Retirement
Ohio
-$122K -673 Closed
CC
1473
Cultivar Capital
Texas
-$109K -600 Closed
AWM
1474
Ameliora Wealth Management
Switzerland
-$91K -500 Closed
CB
1475
Chris Bulman
California
-$84.3K -463 Closed