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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GM
626
GeoWealth Management
Illinois
$1.69M +$217K +1,119 +14%
CWA
627
Clearview Wealth Advisors
Oregon
$1.69M +$337K +1,742 +24%
SPI
628
Sutton Place Investors
New York
$1.69M +$508K +2,627 +42%
YWM
629
Yukon Wealth Management
Kansas
$1.67M +$1.69M +8,750 New
FF
630
Finley Financial
Nevada
$1.67M -$32.9K -170 -2%
Koshinski Asset Management
631
Koshinski Asset Management
Illinois
$1.66M -$18.2K -94 -1%
BCA
632
Bay Colony Advisors
Massachusetts
$1.65M +$33.7K +174 +2%
SC
633
SouthState Corp
Florida
$1.64M +$1.66M +8,598 New
CFS
634
Commonwealth Financial Services
West Virginia
$1.64M +$413K +2,135 +33%
HSA
635
HBK Sorce Advisory
Pennsylvania
$1.62M +$171K +885 +12%
BWM
636
BigSur Wealth Management
Florida
$1.62M
TFG
637
Taylor Financial Group
Virginia
$1.61M -$111K -576 -6%
CFG
638
Cooper Financial Group
California
$1.61M +$650K +3,359 +66%
GT
639
Glenview Trust
Kentucky
$1.61M -$147K -760 -8%
FWP
640
Forefront Wealth Partners
Texas
$1.6M -$106K -549 -6%
IWC
641
Infinity Wealth Counsel
Ohio
$1.6M
HFS
642
Heritage Financial Services
Massachusetts
$1.59M
SFPG
643
Stonebridge Financial Planning Group
Florida
$1.58M -$29K -150 -2%
EIA
644
Eldridge Investment Advisors
New Hampshire
$1.58M
EAM
645
Empirical Asset Management
Massachusetts
$1.58M +$166K +857 +12%
AIA
646
Accelerate Investment Advisors
California
$1.58M +$377K +1,946 +31%
PA
647
Pinnacle Associates
New York
$1.57M -$197K -1,018 -11%
FFM
648
Forum Financial Management
Illinois
$1.57M -$53.4K -276 -3%
PSA
649
Plum Street Advisors
Louisiana
$1.56M -$26.9K -139 -2%
AF
650
Advisornet Financial
Minnesota
$1.56M +$157K +810 +11%