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iShares S&P 500 Value ETF

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