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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Peterson Wealth Advisors
Utah
$309K – – –
LSAG
552
Lake Street Advisors Group
New Hampshire
$309K +$1.13K +10 +0.4%
IFA
553
Interactive Financial Advisors
Illinois
$308K +$21.2K +187 +7%
SSB
554
Sandy Spring Bank
Maryland
$306K -$59.2K -522 -16%
GCA
555
Gradient Capital Advisors
California
$305K – – –
CCM
556
Cribstone Capital Management
Maine
$303K -$245K -2,161 -45%
CIC
557
Carnegie Investment Counsel
Ohio
$303K -$70.3K -620 -19%
VC
558
Veracity Capital
Georgia
$303K -$7.93K -70 -3%
FIB
559
First Interstate Bank
Montana
$301K -$102K -900 -25%
QCG
560
Quadrant Capital Group
Ohio
$301K – – –
CMO
561
Covenant Multifamily Offices
Texas
$300K – – –
PAS
562
Park Avenue Securities
New York
$298K +$58.6K +517 +24%
EWF
563
Epstein & White Financial
California
$296K -$42.2K -372 -12%
FT
564
Fiduciary Trust
Massachusetts
$296K +$298K +2,632 New
MC
565
Mathes Company
New York
$292K – – –
CAL
566
Capital Advisors Ltd
Ohio
$292K +$174K +1,538 +145%
CFA
567
CWS Financial Advisors
Michigan
$291K – – –
BWP
568
Baldwin Wealth Partners
Massachusetts
$290K -$19K -168 -6%
CFA
569
Carroll Financial Associates
North Carolina
$290K +$22K +194 +8%
CAM
570
Concorde Asset Management
Michigan
$290K +$292K +2,575 New
WTC
571
WhitTier Trust Company
Nevada
$289K – – –
EVM
572
Eaton Vance Management
Massachusetts
$286K – – –
IFWM
573
Institute for Wealth Management
Colorado
$285K -$4.19K -37 -1%
Simplex Trading
574
Simplex Trading
Illinois
$285K +$288K +2,538 New
FWM
575
Filbrandt Wealth Management
Wisconsin
$281K – – –