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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
751
Human Investing
Oregon
– -$738K -4,300 Closed
AWM
752
Alterna Wealth Management
Texas
– -$437K -4,167 Closed
FA
753
Fiducient Advisors
Illinois
– -$409K -4,042 Closed
MWM
754
MinichMacGregor Wealth Management
New York
– -$432K -4,005 Closed
DWM
755
Dakota Wealth Management
Florida
– -$390K -3,453 Closed
PPP
756
Private Portfolio Partners
New Jersey
– -$305K -3,011 Closed
PPA
757
Parametric Portfolio Associates
Washington
– -$303K -2,995 Closed
CAMG
758
CWA Asset Management Group
Florida
– -$281K -2,781 Closed
MPM
759
Meritage Portfolio Management
Kansas
– -$277K -2,740 Closed
ATFA
760
All Terrain Financial Advisors
Minnesota
– -$255K -2,525 Closed
SF
761
Summit Financial
New Jersey
– -$243K -2,402 Closed
MCM
762
Murphy Capital Management
New Jersey
– -$209K -2,075 Closed
MOS
763
MGO One Seven
Ohio
– -$190K -1,884 Closed
BWM
764
Baystate Wealth Management
Massachusetts
– -$196K -1,812 Closed
OC
765
Oakworth Capital
Alabama
– -$171K -1,694 Closed
WANY
766
Wealthspire Advisors (New York)
New York
– -$117K -1,153 Closed
MG
767
MilWealth Group
Wisconsin
– -$59.2K -585 Closed
CBT
768
Capital Bank & Trust
California
– -$49K -488 Closed
CC
769
Claybrook Capital
Massachusetts
– -$39K -389 Closed
WDL
770
Well Done LLC
Michigan
– -$39K -389 Closed
NL
771
NVWM LLC
Pennsylvania
– -$36K -358 Closed
DWM
772
Doyle Wealth Management
Florida
– -$34K -333 Closed
EWA
773
ERTS Wealth Advisors
Michigan
– -$27K -271 Closed
FMP
774
Financial Management Professionals
Texas
– -$24K -237 Closed
Chevy Chase Trust
775
Chevy Chase Trust
Maryland
– -$20K -199 Closed