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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1501
Cove Private Wealth
New York
$207K +$213K +982 New
ISL
1502
Ingalls & Snyder LLC
New York
$207K
TFG
1503
Team Financial Group
California
$204K +$20.4K +94 +11%
CM
1504
Columbus Macro
Pennsylvania
$204K
CastleKeep Investment Advisors
1505
CastleKeep Investment Advisors
Connecticut
$203K
BAG
1506
Bridgewealth Advisory Group
California
$203K +$650 +3 +0.3%
PAM
1507
Pacific Asset Management
Washington
$203K +$650 +3 +0.3%
IC
1508
Inscription Capital
Texas
$203K +$650 +3 +0.3%
KDA
1509
Kraft Davis & Associates
Missouri
$202K +$196K +906 New
HI
1510
Human Investing
Oregon
$202K -$24.7K -114 -11%
EPW
1511
Evolve Private Wealth
California
$202K +$207K +955 New
PCM
1512
Presidio Capital Management
California
$201K +$206K +953 New
MC
1513
Mathes Company
New York
$201K
AF
1514
Alerus Financial
North Dakota
$201K
WWM
1515
Walser Wealth Management
Florida
$201K +$206K +950 New
IWM
1516
Inlight Wealth Management
Georgia
$200K
PP
1517
PDS Planning
Ohio
$200K +$205K +948 New
EAP
1518
Elevation Advisory Partners
Florida
$200K +$200K +923 New
HCM
1519
Hollencrest Capital Management
California
$197K -$35.5K -164 -15%
SWP
1520
Strategic Wealth Partners
Ohio
$195K -$30.7K -142 -13%
BLC
1521
Brown, Lisle/Cummings
Rhode Island
$193K
WAG
1522
Wiser Advisor Group
Arizona
$186K -$27.3K -126 -12%
TCA
1523
Trifecta Capital Advisors
Illinois
$185K +$187K +865 +9,611%
BWL
1524
Bogart Wealth LLC
Virginia
$184K +$87.3K +403 +86%
Kayne Anderson Rudnick Investment Management
1525
Kayne Anderson Rudnick Investment Management
California
$184K +$106K +490 +129%