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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1526
Wiser Advisor Group
Arizona
$186K -$27.3K -126 -12%
TCA
1527
Trifecta Capital Advisors
Illinois
$185K +$187K +865 +9,611%
BWL
1528
Bogart Wealth LLC
Virginia
$184K +$87.3K +403 +86%
Kayne Anderson Rudnick Investment Management
1529
Kayne Anderson Rudnick Investment Management
California
$184K +$106K +490 +129%
PWM
1530
Provident Wealth Management
Tennessee
$180K – – –
MWPCG
1531
Measured Wealth Private Client Group
New Hampshire
$179K +$30.7K +142 +20%
BA
1532
Ballast Advisors
Minnesota
$176K +$84K +388 +87%
MFC
1533
Mechanics Financial Corp
Ohio
$175K -$4.33K -20 -2%
FP
1534
Financial Perspectives
Minnesota
$174K +$217 +1 +0.1%
DF
1535
Dunhill Financial
United Kingdom
$168K +$2.38K +11 +1%
RWM
1536
Raffa Wealth Management
District of Columbia
$166K +$650 +3 +0.4%
CBT
1537
Crews Bank & Trust
Florida
$163K +$118K +544 +241%
USAA
1538
United Services Automobile Association
Texas
$160K – – –
BFO
1539
Biltmore Family Office
North Carolina
$160K – – –
SWM
1540
SHP Wealth Management
Massachusetts
$155K -$1.52K -7 -0.9%
LB
1541
Legacy Bridge
Iowa
$154K – – –
Q1WB
1542
Quest 10 Wealth Builders
Virginia
$153K -$16.7K -77 -10%
MEG
1543
Millstone Evans Group
Colorado
$151K – – –
CT
1544
Caldwell Trust
Florida
$148K -$9.31K -43 -6%
Mirae Asset Global Investments
1545
Mirae Asset Global Investments
South Korea
$148K – – –
YAL
1546
Your Advocates Ltd
Texas
$145K +$149K +687 New
PAI
1547
Pittenger & Anderson Inc
Nebraska
$144K – – –
CSB
1548
City State Bank
Iowa
$143K – – –
WPA
1549
Wealth Preservation Advisors
Tennessee
$142K – – –
TIAA Trust, National Association
1550
TIAA Trust, National Association
North Carolina
$139K -$3.94M -18,201 -97%