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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
676
Joel Isaacson & Co
New York
$484K +$1.67K +11 +0.4%
KCA
677
Karn Couzens & Associates
Connecticut
$482K +$152 +1 +0%
WAP
678
Wealthcare Advisory Partners
Pennsylvania
$481K -$44.6K -293 -9%
SYBT
679
Stock Yards Bank & Trust
Kentucky
$480K
OPA
680
Old Port Advisors
Maine
$479K -$45K -296 -9%
TI
681
Truepoint Inc
Ohio
$478K
Wolverine Trading
682
Wolverine Trading
Illinois
$476K +$462K +3,036 New
OPS
683
Orion Portfolio Solutions
Nebraska
$475K +$126K +831 +38%
WJWM
684
Williams Jones Wealth Management
New York
$474K +$29.3K +193 +7%
HFS
685
Heritage Financial Services
Massachusetts
$472K +$459K +3,018 New
UIA
686
UBP Investment Advisors
Switzerland
$470K
CWG
687
Crown Wealth Group
North Carolina
$464K +$451K +2,963 New
WTB
688
Washington Trust Bank
Washington
$462K
TFS
689
TrustCore Financial Services
Tennessee
$461K -$55.4K -364 -11%
OPW
690
Oxler Private Wealth
New York
$456K +$2.13K +14 +0.5%
GGS
691
Galvin Gaustad & Stein
Arizona
$453K -$7.6K -50 -2%
RRWA
692
Rainey & Randall Wealth Advisors
Florida
$451K +$4.41K +29 +1%
VC
693
Veracity Capital
Georgia
$449K -$2.74K -18 -0.6%
4WM
694
4J Wealth Management
Virginia
$448K
SAM
695
Silverhawk Asset Management
Arizona
$448K +$435K +2,861 New
JFGIW
696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$445K +$117K +772 +37%
SDAM
697
Shulman DeMeo Asset Management
New York
$444K +$4.71K +31 +1%
SWM
698
Stockman Wealth Management
Montana
$439K
TTWM
699
TCV Trust & Wealth Management
Virginia
$439K
OMC
700
Old Mission Capital
Illinois
$439K +$426K +2,800 New