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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1526
Provident Wealth Management
Tennessee
$180K
MWPCG
1527
Measured Wealth Private Client Group
New Hampshire
$179K +$30.7K +142 +20%
BA
1528
Ballast Advisors
Minnesota
$176K +$84K +388 +87%
MFC
1529
Mechanics Financial Corp
Ohio
$175K -$4.33K -20 -2%
FP
1530
Financial Perspectives
Minnesota
$174K +$217 +1 +0.1%
DF
1531
Dunhill Financial
United Kingdom
$168K +$2.38K +11 +1%
RWM
1532
Raffa Wealth Management
District of Columbia
$166K +$650 +3 +0.4%
CBT
1533
Crews Bank & Trust
Florida
$163K +$118K +544 +241%
USAA
1534
United Services Automobile Association
Texas
$160K
BFO
1535
Biltmore Family Office
North Carolina
$160K
SWM
1536
SHP Wealth Management
Massachusetts
$155K -$1.52K -7 -0.9%
LB
1537
Legacy Bridge
Iowa
$154K
Q1WB
1538
Quest 10 Wealth Builders
Virginia
$153K -$16.7K -77 -10%
MEG
1539
Millstone Evans Group
Colorado
$151K
CT
1540
Caldwell Trust
Florida
$148K -$9.31K -43 -6%
Mirae Asset Global Investments
1541
Mirae Asset Global Investments
South Korea
$148K
YAL
1542
Your Advocates Ltd
Texas
$145K +$149K +687 New
PAI
1543
Pittenger & Anderson Inc
Nebraska
$144K
CSB
1544
City State Bank
Iowa
$143K
WPA
1545
Wealth Preservation Advisors
Tennessee
$142K
TIAA Trust, National Association
1546
TIAA Trust, National Association
North Carolina
$139K -$3.94M -18,201 -97%
CT
1547
Colonial Trust
South Carolina
$139K
SAS
1548
Stelac Advisory Services
New York
$139K +$142K +657 New
LWMI
1549
Legacy Wealth Management (Idaho)
Idaho
$138K -$12.8K -59 -8%
MWM
1550
Mascoma Wealth Management
New Hampshire
$135K