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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1601
BlueChip Wealth Advisors
Georgia
– -$383K -1,958 Closed
EP
1602
Edgestream Partners
New Jersey
– -$368K -1,882 Closed
BFAG
1603
Blackston Financial Advisory Group
Florida
– -$354K -1,812 Closed
FH
1604
Financial Harvest
Florida
– -$322K -1,650 Closed
Boston Partners
1605
Boston Partners
Massachusetts
– -$309K -1,580 Closed
W
1606
Wealthquest
Ohio
– -$301K -1,540 Closed
SIG
1607
Sargent Investment Group
Maryland
– -$295K -1,501 Closed
GAA
1608
Global Assets Advisory
Florida
– -$277K -1,403 Closed
TFS
1609
Thoroughbred Financial Services
Tennessee
– -$257K -1,318 Closed
YCM
1610
Yousif Capital Management
Michigan
– -$255K -1,304 Closed
PWM
1611
Penobscot Wealth Management
Maine
– -$249K -1,274 Closed
APA
1612
Astoria Portfolio Advisors
New York
– -$235K -1,176 Closed
CWM
1613
CarsonAllaria Wealth Management
Illinois
– -$182K -929 Closed
BCMLT
1614
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$177K -906 Closed
CTC
1615
Cetera Trust Company
Minnesota
– -$167K -856 Closed
BFP
1616
Briaud Financial Planning
Texas
– -$142K -727 Closed
TSMHT
1617
Thurston Springer Miller Herd & Titak
Indiana
– -$120K -616 Closed
GWANC
1618
Guardian Wealth Advisors (North Carolina)
North Carolina
– -$104K -530 Closed
Allianz Asset Management
1619
Allianz Asset Management
Germany
– -$78.2K -400 Closed
BIG
1620
Brooklyn Investment Group
New York
– -$74.8K -383 Closed
AWM
1621
Avondale Wealth Management
Texas
– -$73.3K -375 Closed
Mirae Asset Global Investments
1622
Mirae Asset Global Investments
South Korea
– -$70.5K -361 Closed
FMTCOCP
1623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$70K -360 Closed
WTFG
1624
Wood Tarver Financial Group
Idaho
– -$66K -342 Closed
MWM
1625
MorganRosel Wealth Management
Colorado
– -$51.6K -264 Closed