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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1476
TCI Wealth Advisors
Arizona
$218K -$17.3K -80 -7%
AB
1477
ANB Bank
Colorado
$217K -$22.5K -104 -9%
ACA
1478
Ascension Capital Advisors
Texas
$217K +$222K +1,027 New
Luther King Capital Management (LKCM)
1479
Luther King Capital Management (LKCM)
Texas
$217K – – –
RF
1480
Rossby Financial
Florida
$217K +$47K +217 +27%
WC
1481
Waterloo Capital
Texas
$216K – – –
ZIG
1482
Zullo Investment Group
Pennsylvania
$216K +$222K +1,024 New
SOAG
1483
Silver Oak Advisory Group
Oregon
$216K – – –
ACP
1484
Aviance Capital Partners
Florida
$215K – – –
MBC
1485
Michael Brady & Co
Ohio
$215K – – –
LF
1486
LifeSteps Financial
California
$214K -$12.6K -58 -5%
AOWM
1487
Asset One Wealth Management
Washington
$214K -$16.7K -77 -7%
EWP
1488
Elevation Wealth Partners
California
$213K +$650 +3 +0.3%
CA
1489
Crumly & Associates
Illinois
$213K – – –
SRWM
1490
Shira Ridge Wealth Management
California
$212K -$7.58K -35 -3%
SIC
1491
Shoker Investment Counsel
Ohio
$211K – – –
CPA
1492
Capital Performance Advisors
California
$211K +$217K +1,000 New
SAMT
1493
Select Asset Management & Trust
Pennsylvania
$211K -$43.7K -202 -17%
IW
1494
Imprint Wealth
South Carolina
$210K -$23.8K -110 -10%
B
1495
Bedminster
South Carolina
$210K -$54.8K -253 -20%
OPA
1496
Old Port Advisors
Maine
$210K +$215K +995 New
CWM
1497
CarsonAllaria Wealth Management
Illinois
$210K +$4.33K +20 +2%
CWM
1498
Cornerstone Wealth Management
Missouri
$210K +$217 +1 +0.1%
DWM
1499
Dakota Wealth Management
Florida
$210K +$2.81K +13 +1%
MWM
1500
Meridian Wealth Management
Kentucky
$210K +$215K +993 New