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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
Thrive Wealth Management
Pennsylvania
$643K +$636K +4,132 New
CWM
627
ClientFirst Wealth Management
Arkansas
$633K
EE
628
EWG Elevate
California
$632K +$624K +4,057 New
PWA
629
Physician Wealth Advisors
Utah
$629K -$2K -13 -0.3%
PWP
630
Pursue Wealth Partners
California
$624K
AWA
631
Arkadios Wealth Advisors
Georgia
$624K -$124K -803 -17%
TSS
632
Two Sigma Securities
New York
$624K -$30.6K -199 -5%
PCG
633
Private Capital Group
Connecticut
$623K -$8.16K -53 -1%
AWM
634
Altium Wealth Management
New York
$621K +$614K +3,991 New
AIP
635
Almanack Investment Partners
Pennsylvania
$619K +$30K +195 +5%
LW
636
Linscomb Wealth
Texas
$613K -$97.9K -636 -14%
NCM
637
Novare Capital Management
North Carolina
$612K +$30.8K +200 +5%
CPO
638
Cerity Partners OCIO
New York
$608K -$12.5K -81 -2%
Wealth Enhancement Advisory Services
639
Wealth Enhancement Advisory Services
Minnesota
$608K -$9.54K -62 -2%
ESB
640
Essex Savings Bank
Connecticut
$606K -$25.2K -164 -4%
BBHC
641
Brown Brothers Harriman & Co
New York
$605K
NAM
642
NTV Asset Management
West Virginia
$596K
MG
643
Mather Group
Illinois
$591K +$9.85K +64 +2%
SW
644
SteelPeak Wealth
California
$591K +$36K +234 +7%
WSFS
645
Wilmington Savings Fund Society
Delaware
$587K
CAM
646
Concorde Asset Management
Michigan
$586K -$56.2K -365 -9%
PL
647
Plancorp LLC
Missouri
$586K
IA
648
Insight Advisors
Pennsylvania
$585K
NWM
649
Northcape Wealth Management
New York
$585K +$368K +2,390 +175%
WAP
650
Wealthcare Advisory Partners
Pennsylvania
$584K +$104K +679 +22%