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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
426
Mosley Wealth Management
California
$3.87M +$374K +1,886 +11%
CF
427
Collier Financial
Colorado
$3.87M +$4.02M +20,268 New
WAS
428
Wealth Advisory Solutions
Indiana
$3.84M +$34.1K +172 +0.9%
HIA
429
Harbor Investment Advisory
Maryland
$3.83M +$11.9K +60 +0.3%
SCM
430
Stordahl Capital Management
Colorado
$3.81M -$19.4K -98 -0.5%
HCM
431
Hudson Capital Management
New Jersey
$3.81M -$805K -4,060 -17%
CWA
432
Clarus Wealth Advisors
Arizona
$3.77M +$317K +1,598 +9%
AWP
433
Ascent Wealth Partners
New York
$3.75M +$539K +2,716 +16%
AF
434
AtlasMark Financial
Texas
$3.7M +$190K +958 +5%
FWP
435
Firethorn Wealth Partners
Georgia
$3.68M -$96.2K -485 -2%
BCM
436
BTC Capital Management
Iowa
$3.68M – – –
BAM
437
Belpointe Asset Management
Nevada
$3.66M -$4.17K -21 -0.1%
RB
438
Renasant Bank
Mississippi
$3.65M +$19.4K +98 +0.5%
TI
439
Truepoint Inc
Ohio
$3.64M +$1.59K +8 +0%
EP
440
Essential Planning
New Hampshire
$3.64M +$3.64M +18,344 New
Susquehanna International Group
441
Susquehanna International Group
Pennsylvania
$3.62M -$585K -2,947 -13%
MWS
442
Maxwell Wealth Strategies
California
$3.62M +$330K +1,666 +10%
GPW
443
Gray Private Wealth
Massachusetts
$3.61M -$187K -944 -5%
TWM
444
Tradition Wealth Management
Minnesota
$3.61M +$97.8K +493 +3%
FCBT
445
First Citizens Bank & Trust
North Carolina
$3.57M +$493K +2,487 +15%
RL
446
Rogco LP
Oklahoma
$3.57M -$53.9K -272 -1%
TFG
447
Tilson Financial Group
New Jersey
$3.57M -$81.9K -413 -2%
SCA
448
St. Clair Advisors
Ohio
$3.56M – – –
SC
449
Sepio Capital
Utah
$3.47M -$3.38M -17,025 -48%
GC
450
Garde Capital
Washington
$3.45M – – –