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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1551
Lazari Capital Management
California
$202K +$199K +890 New
IWM
1552
Inlight Wealth Management
Georgia
$202K
OC
1553
Optima Capital
Oregon
$202K +$198K +888 New
WAG
1554
Wiser Advisor Group
Arizona
$201K +$670 +3 +0.3%
TNA
1555
True North Advisors
Texas
$201K +$198K +885 New
VPWA
1556
Vestia Personal Wealth Advisors
Indiana
$200K +$197K +883 New
5NPW
1557
55 North Private Wealth
Florida
$200K +$197K +881 New
TCA
1558
Trifecta Capital Advisors
Illinois
$198K
Kayne Anderson Rudnick Investment Management
1559
Kayne Anderson Rudnick Investment Management
California
$197K
FW
1560
Fairway Wealth
Ohio
$197K -$111K -496 -36%
SWM
1561
SHP Wealth Management
Massachusetts
$196K +$29.3K +131 +18%
PWM
1562
Provident Wealth Management
Tennessee
$193K
MWPCG
1563
Measured Wealth Private Client Group
New Hampshire
$193K
RF
1564
Rossby Financial
Florida
$190K -$42.2K -189 -18%
BA
1565
Ballast Advisors
Minnesota
$189K
MFC
1566
Mechanics Financial Corp
Ohio
$188K
FP
1567
Financial Perspectives
Minnesota
$188K +$447 +2 +0.2%
DF
1568
Dunhill Financial
United Kingdom
$182K +$447 +2 +0.3%
RWM
1569
Raffa Wealth Management
District of Columbia
$178K
PAI
1570
Pittenger & Anderson Inc
Nebraska
$178K +$22.3K +100 +15%
BFO
1571
Biltmore Family Office
North Carolina
$172K
ETS
1572
ESL Trust Services
New York
$171K +$168K +753 New
BWL
1573
Bogart Wealth LLC
Virginia
$168K -$29.5K -132 -15%
AWM
1574
Activest Wealth Management
Florida
$168K -$677K -3,031 -80%
LB
1575
Legacy Bridge
Iowa
$165K -$223 -1 -0.1%