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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1651
JPL Wealth Management
Colorado
$64.5K +$63.4K +284 New
MFS
1652
Montgomery Financial Services
Maryland
$63.8K +$62.8K +281 New
MDCM
1653
Morgan Dempsey Capital Management
Wisconsin
$63.6K – – –
SGK
1654
Steigerwald Gordon & Koch
Virginia
$62.7K – – –
OHWP
1655
Oak Harbor Wealth Partners
North Carolina
$61.5K – – –
BH
1656
Burk Holdings
Oklahoma
$61.1K – – –
NRG
1657
Nemes Rush Group
Michigan
$60.6K +$223 +1 +0.4%
RF
1658
Roxbury Financial
New Jersey
$59.6K – – –
GCM
1659
Gunpowder Capital Management
Maryland
$59.3K – – –
ANBT
1660
American National Bank & Trust
Texas
$57.7K – – –
IFWM
1661
Institute for Wealth Management
Colorado
$57.6K +$56.7K +254 New
CBT
1662
Crews Bank & Trust
Florida
$53.1K -$120K -536 -70%
Allspring Global Investments
1663
Allspring Global Investments
North Carolina
$53K +$51.6K +231 New
GSEP
1664
Golden State Equity Partners
California
$52.9K -$1.59M -7,117 -97%
HWA
1665
HHM Wealth Advisors
Tennessee
$51.1K – – –
BC
1666
Burnham & Co
Michigan
$51.1K +$50.3K +225 New
MHR
1667
Matthew Hamilton Rosenberg
$49.3K -$13.8K -62 -22%
CWP
1668
Concord Wealth Partners
Virginia
$49.3K +$48.5K +217 New
CTWM
1669
Cherry Tree Wealth Management
Minnesota
$48.1K – – –
RPC
1670
Rossmore Private Capital
Connecticut
$47.9K – – –
SWIM
1671
Smallwood Wealth Investment Management
New Jersey
$47.5K – – –
AF
1672
Abound Financial
California
$45.9K – – –
JFA
1673
JNBA Financial Advisors
Minnesota
$45.5K – – –
DSC
1674
Duncker Streett & Co
Missouri
$45.4K – – –
MAM
1675
Morse Asset Management
Connecticut
$45.4K – – –