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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
676
AlphaCore Capital
California
$804K +$1.77K +11 +0.2%
HWM
677
Hohimer Wealth Management
Washington
$804K -$804 -5 -0.1%
PFA
678
Professional Financial Advisors
Nebraska
$803K +$38.6K +240 +5%
PMFA
679
Plante Moran Financial Advisors
Michigan
$803K
WI
680
Wintrust Investments
Illinois
$801K +$643 +4 +0.1%
SG
681
StoneX Group
New York
$799K -$64.3K -400 -8%
FPAS
682
Focus Partners Advisor Solutions
Missouri
$798K -$149K -924 -17%
Chevy Chase Trust
683
Chevy Chase Trust
Maryland
$796K
CPSC
684
Carl P. Sherr & Co
Massachusetts
$795K -$157K -979 -18%
CFS
685
CRA Financial Services
New Jersey
$794K +$122K +760 +20%
MA
686
MCF Advisors
Kentucky
$792K +$63.5K +395 +9%
NEWAS
687
N.E.W. Advisory Services
Wisconsin
$791K -$100K -625 -12%
TGAM
688
TBH Global Asset Management
Tennessee
$791K -$426K -2,652 -37%
MA
689
MKT Advisors
California
$788K
GWS
690
Glassman Wealth Services
Virginia
$780K -$4.02K -25 -0.6%
AEPWM
691
Atlantic Edge Private Wealth Management
Florida
$780K +$721K +4,483 New
MSWM
692
McGlone Suttner Wealth Management
Wisconsin
$778K
FWA
693
FSM Wealth Advisors
Ohio
$778K
MSA
694
Marino Stram & Associates
Massachusetts
$774K +$35.2K +219 +5%
ZF
695
Zhang Financial
Michigan
$771K +$482 +3 +0.1%
CWP
696
Corepath Wealth Partners
Arizona
$770K +$24.6K +153 +4%
CRC
697
Curi RMB Capital
Illinois
$768K
VVP
698
Venture Visionary Partners
Ohio
$768K +$47.3K +294 +7%
AT
699
American Trust
Kentucky
$762K -$224K -1,392 -24%
AA
700
Ancora Advisors
Ohio
$762K +$50.3K +313 +8%