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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
426
Collier Financial
Colorado
$3.87M +$4.02M +20,268 New
WAS
427
Wealth Advisory Solutions
Indiana
$3.84M +$34.1K +172 +0.9%
HIA
428
Harbor Investment Advisory
Maryland
$3.83M +$11.9K +60 +0.3%
SCM
429
Stordahl Capital Management
Colorado
$3.81M -$19.4K -98 -0.5%
HCM
430
Hudson Capital Management
New Jersey
$3.81M -$805K -4,060 -17%
CWA
431
Clarus Wealth Advisors
Arizona
$3.77M +$317K +1,598 +9%
AWP
432
Ascent Wealth Partners
New York
$3.75M +$539K +2,716 +16%
AF
433
AtlasMark Financial
Texas
$3.7M +$190K +958 +5%
FWP
434
Firethorn Wealth Partners
Georgia
$3.68M -$96.2K -485 -2%
BCM
435
BTC Capital Management
Iowa
$3.68M
BAM
436
Belpointe Asset Management
Nevada
$3.66M -$4.17K -21 -0.1%
RB
437
Renasant Bank
Mississippi
$3.65M +$19.4K +98 +0.5%
TI
438
Truepoint Inc
Ohio
$3.64M +$1.59K +8 +0%
EP
439
Essential Planning
New Hampshire
$3.64M +$3.64M +18,344 New
Susquehanna International Group
440
Susquehanna International Group
Pennsylvania
$3.62M -$585K -2,947 -13%
MWS
441
Maxwell Wealth Strategies
California
$3.62M +$330K +1,666 +10%
GPW
442
Gray Private Wealth
Massachusetts
$3.61M -$187K -944 -5%
TWM
443
Tradition Wealth Management
Minnesota
$3.61M +$97.8K +493 +3%
FCBT
444
First Citizens Bank & Trust
North Carolina
$3.57M +$493K +2,487 +15%
RL
445
Rogco LP
Oklahoma
$3.57M -$53.9K -272 -1%
TFG
446
Tilson Financial Group
New Jersey
$3.57M -$81.9K -413 -2%
SCA
447
St. Clair Advisors
Ohio
$3.56M
SC
448
Sepio Capital
Utah
$3.47M -$3.38M -17,025 -48%
GC
449
Garde Capital
Washington
$3.45M
Calamos Advisors
450
Calamos Advisors
Illinois
$3.44M +$108K +546 +3%