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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1451
Trinity Wealth Management
Pennsylvania
$229K +$227K +1,082 New
DM
1452
Diversified Management
Wisconsin
$229K +$227K +1,082 New
SG
1453
Stanich Group
New York
$227K +$225K +1,072 New
SFMG
1454
Sage Financial Management Group
Virginia
$227K -$2.72K -13 -1%
HI
1455
Human Investing
Oregon
$227K +$6.08K +29 +3%
LF
1456
LifeSteps Financial
California
$227K +$18.7K +89 +9%
MHB
1457
Midwest Heritage Bank
Iowa
$227K +$6.29K +30 +3%
VCP
1458
Vista Capital Partners
Oregon
$227K +$4.61K +22 +2%
AWP
1459
Accretive Wealth Partners
New Jersey
$226K – – –
SWP
1460
Strategic Wealth Partners
Ohio
$226K -$648K -3,092 -74%
AWM
1461
Axxcess Wealth Management
California
$225K +$4.61K +22 +2%
FFA
1462
Founders Financial Alliance
North Carolina
$224K -$38.8K -185 -15%
BTIM
1463
BancFirst Trust & Investment Management
Oklahoma
$224K – – –
FCB
1464
First County Bank
Connecticut
$224K – – –
WAG
1465
Winthrop Advisory Group
Massachusetts
$224K +$419 +2 +0.2%
IA
1466
IFC Advisors
California
$224K -$32.3K -154 -13%
SWM
1467
Segment Wealth Management
Texas
$224K – – –
RPGK
1468
Retirement Planning Group (Kansas)
Kansas
$223K – – –
PP
1469
Patten & Patten
Tennessee
$222K +$10.1K +48 +5%
AIP
1470
Almanack Investment Partners
Pennsylvania
$222K – – –
SRWM
1471
Shira Ridge Wealth Management
California
$220K +$218K +1,039 New
TCWM
1472
Total Clarity Wealth Management
Illinois
$218K – – –
Luther King Capital Management (LKCM)
1473
Luther King Capital Management (LKCM)
Texas
$218K – – –
WC
1474
Waterloo Capital
Texas
$217K +$7.75K +37 +4%
SOAG
1475
Silver Oak Advisory Group
Oregon
$217K – – –