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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NLP
1551
Next Level Private
New York
$203K -$54.5K -244 -21%
SC
1552
Schoolcraft Capital
Colorado
$203K +$200K +894 New
AGA
1553
Arch Global Advisors
New York
$203K -$175K -783 -47%
MWM
1554
Meridian Wealth Management
Kentucky
$202K -$22.8K -102 -10%
LCM
1555
Lazari Capital Management
California
$202K +$199K +890 New
IWM
1556
Inlight Wealth Management
Georgia
$202K – – –
OC
1557
Optima Capital
Oregon
$202K +$198K +888 New
WAG
1558
Wiser Advisor Group
Arizona
$201K +$670 +3 +0.3%
TNA
1559
True North Advisors
Texas
$201K +$198K +885 New
VPWA
1560
Vestia Personal Wealth Advisors
Indiana
$200K +$197K +883 New
5NPW
1561
55 North Private Wealth
Florida
$200K +$197K +881 New
TCA
1562
Trifecta Capital Advisors
Illinois
$198K – – –
Kayne Anderson Rudnick Investment Management
1563
Kayne Anderson Rudnick Investment Management
California
$197K – – –
FW
1564
Fairway Wealth
Ohio
$197K -$111K -496 -36%
SWM
1565
SHP Wealth Management
Massachusetts
$196K +$29.3K +131 +18%
PWM
1566
Provident Wealth Management
Tennessee
$193K – – –
MWPCG
1567
Measured Wealth Private Client Group
New Hampshire
$193K – – –
RF
1568
Rossby Financial
Florida
$190K -$42.2K -189 -18%
BA
1569
Ballast Advisors
Minnesota
$189K – – –
MFC
1570
Mechanics Financial Corp
Ohio
$188K – – –
FP
1571
Financial Perspectives
Minnesota
$188K +$447 +2 +0.2%
DF
1572
Dunhill Financial
United Kingdom
$182K +$447 +2 +0.3%
RWM
1573
Raffa Wealth Management
District of Columbia
$178K – – –
PAI
1574
Pittenger & Anderson Inc
Nebraska
$178K +$22.3K +100 +15%
BFO
1575
Biltmore Family Office
North Carolina
$172K – – –