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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EW
751
Enzi Wealth
Texas
$437K – – –
CWM
752
Cabot Wealth Management
Massachusetts
$436K -$15.4K -108 -3%
CA
753
Claro Advisors
Massachusetts
$435K -$13.7K -96 -3%
TTWM
754
TCV Trust & Wealth Management
Virginia
$433K +$26.8K +188 +7%
CPA
755
Cardiff Park Advisors
California
$431K -$68.7K -481 -14%
OPW
756
Oxler Private Wealth
New York
$431K +$2K +14 +0.5%
FFS
757
Founders Financial Securities
Maryland
$428K -$714 -5 -0.2%
ZF
758
Zhang Financial
Michigan
$427K +$286 +2 +0.1%
SDAM
759
Shulman DeMeo Asset Management
New York
$420K +$5.28K +37 +1%
BCP
760
Blue Chip Partners
Michigan
$420K -$35.3K -247 -8%
TFS
761
TrustCore Financial Services
Tennessee
$419K – – –
LFG
762
Larson Financial Group
Missouri
$419K +$428 +3 +0.1%
GWA
763
GGM Wealth Advisors
Maryland
$417K -$789K -5,530 -66%
QC
764
Quent Capital
New York
$416K – – –
AIP
765
Almanack Investment Partners
Pennsylvania
$415K -$408K -2,858 -50%
FPGK
766
Financial Partners Group (Kansas)
Kansas
$414K +$1.14K +8 +0.3%
WEG
767
World Equity Group
Illinois
$411K -$66.5K -466 -14%
ACP
768
Arcus Capital Partners
Georgia
$410K +$5.14K +36 +1%
Asset Management One
769
Asset Management One
Japan
$408K +$400K +2,800 New
4WM
770
4J Wealth Management
Virginia
$408K -$1.43K -10 -0.4%
KDA
771
Kraft Davis & Associates
Missouri
$408K +$374K +2,619 New
BWM
772
Blossom Wealth Management
California
$406K +$5.42K +38 +1%
BC
773
Barrett & Company
Rhode Island
$406K – – –
SWM
774
Stockman Wealth Management
Montana
$406K – – –
BWP
775
Baldwin Wealth Partners
Massachusetts
$406K +$77.1K +540 +24%