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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WE
576
Wealth Effects
Massachusetts
$911K
PPW
577
PACK Private Wealth
Minnesota
$908K -$22.8K -151 -2%
ACIM
578
Azimuth Capital Investment Management
Michigan
$894K -$138K -910 -13%
LPAM
579
Lodestar Private Asset Management
California
$890K -$54.7K -362 -6%
TFO
580
Tarbox Family Office
California
$881K
CSPIA
581
Cary Street Partners Investment Advisory
Virginia
$880K -$26.1K -173 -3%
AT
582
American Trust
Kentucky
$879K +$15.3K +101 +2%
SG
583
StoneX Group
New York
$869K +$81.1K +537 +10%
FPCG
584
Forum Private Client Group
Indiana
$864K -$56.4K -373 -6%
BF
585
Blankinship & Foster
California
$859K -$93.1K -616 -10%
ICG
586
InterOcean Capital Group
Tennessee
$857K +$70K +463 +9%
CPSC
587
Carl P. Sherr & Co
Massachusetts
$856K
LWANC
588
Laurel Wealth Advisors (North Carolina)
North Carolina
$854K +$453 +3 +0.1%
QCG
589
Quadrant Capital Group
Ohio
$846K
EAM
590
Evanson Asset Management
California
$843K +$302 +2 +0%
FWTB
591
First Western Trust Bank
Colorado
$843K
HR
592
Hardy Reed
Mississippi
$839K -$99.6K -659 -11%
HCM
593
Highview Capital Management
Illinois
$839K
CAC
594
Certified Advisory Corp
Florida
$839K +$10.3K +68 +1%
Wolverine Trading
595
Wolverine Trading
Illinois
$836K -$160K -1,061 -16%
MCCA
596
Mill Creek Capital Advisors
Pennsylvania
$835K
PAMG
597
Patton Albertson Miller Group
Tennessee
$833K +$151 +1 +0%
NSB
598
Norway Savings Bank
Maine
$824K -$48.1K -318 -6%
CB
599
Community Bank
New York
$821K -$46.5K -308 -5%
AWA
600
Arete Wealth Advisors
Illinois
$814K +$130K +859 +19%