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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1651
Strive Financial Group
Indiana
$30K – – –
AIS
1652
Advocate Investing Services
Maryland
$29.8K +$8.66K +40 +40%
TLFA
1653
True Link Financial Advisors
California
$27.9K +$28.6K +132 New
HC
1654
Hurley Capital
New York
$27.6K -$23.2K -107 -45%
GWM
1655
Grand Wealth Management
Michigan
$27.4K -$2.17K -10 -7%
AW
1656
Avion Wealth
Texas
$27K – – –
RWM
1657
RMG Wealth Management
Wisconsin
$26.9K +$26K +120 New
BTD
1658
BankPlus Trust Department
Mississippi
$26.2K – – –
TAM
1659
Townsend Asset Management
North Carolina
$26K – – –
HHCP
1660
Hilton Head Capital Partners
South Carolina
$25.4K – – –
FGAM
1661
Financial Gravity Asset Management
Texas
$25.3K – – –
CIR
1662
Clear Investment Research
Georgia
$25.1K -$490K -2,263 -95%
WA
1663
Walsh & Associates
Florida
$24.9K -$1.73K -8 -6%
GWM
1664
Gilpin Wealth Management
Colorado
$24.3K +$2.38K +11 +11%
EA
1665
Evergreen Advisors
Tennessee
$24.3K +$24.9K +115 New
DCM
1666
Davis Capital Management
Florida
$23.6K – – –
RTL
1667
Red Tortoise LLC
Georgia
$23.6K +$217 +1 +0.9%
AWM
1668
Abound Wealth Management
Tennessee
$23.5K -$13.4K -62 -36%
FFA
1669
Frazier Financial Advisors
Ohio
$23.4K – – –
CMA
1670
Cedar Mountain Advisors
Oregon
$23.1K -$58.2K -269 -71%
NA
1671
Networth Advisors
Pennsylvania
$22.3K +$6.28K +29 +38%
CFSG
1672
Community Financial Services Group
Vermont
$21.1K +$21.7K +100 New
B
1673
Bayban
Minnesota
$21.1K – – –
FGA
1674
Fortis Group Advisors
New Jersey
$21.1K – – –
TC
1675
Truvestments Capital
Florida
$21.1K – – –