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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
676
Larson Financial Group
Missouri
$489K -$49.3K -324 -9%
CWM
677
Cabot Wealth Management
Massachusetts
$488K -$36.8K -242 -7%
JIC
678
Joel Isaacson & Co
New York
$484K +$1.67K +11 +0.4%
KCA
679
Karn Couzens & Associates
Connecticut
$482K +$152 +1 +0%
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$481K -$44.6K -293 -9%
SYBT
681
Stock Yards Bank & Trust
Kentucky
$480K – – –
OPA
682
Old Port Advisors
Maine
$479K -$45K -296 -9%
TI
683
Truepoint Inc
Ohio
$478K – – –
Wolverine Trading
684
Wolverine Trading
Illinois
$476K +$462K +3,036 New
OPS
685
Orion Portfolio Solutions
Nebraska
$475K +$126K +831 +38%
WJWM
686
Williams Jones Wealth Management
New York
$474K +$29.3K +193 +7%
HFS
687
Heritage Financial Services
Massachusetts
$472K +$459K +3,018 New
UIA
688
UBP Investment Advisors
Switzerland
$470K – – –
CWG
689
Crown Wealth Group
North Carolina
$464K +$451K +2,963 New
WTB
690
Washington Trust Bank
Washington
$462K – – –
TFS
691
TrustCore Financial Services
Tennessee
$461K -$55.4K -364 -11%
OPW
692
Oxler Private Wealth
New York
$456K +$2.13K +14 +0.5%
GGS
693
Galvin Gaustad & Stein
Arizona
$453K -$7.6K -50 -2%
RRWA
694
Rainey & Randall Wealth Advisors
Florida
$451K +$4.41K +29 +1%
VC
695
Veracity Capital
Georgia
$449K -$2.74K -18 -0.6%
4WM
696
4J Wealth Management
Virginia
$448K – – –
SAM
697
Silverhawk Asset Management
Arizona
$448K +$435K +2,861 New
JFGIW
698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K +$117K +772 +37%
SDAM
699
Shulman DeMeo Asset Management
New York
$444K +$4.71K +31 +1%
SWM
700
Stockman Wealth Management
Montana
$439K – – –