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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
751
Cardiff Park Advisors
California
$479K – – –
PTC
752
Private Trust Company
Ohio
$476K -$43.1K -280 -9%
AB
753
Atlas Brown
Kentucky
$475K -$769 -5 -0.2%
SFG
754
StrategIQ Financial Group
Indiana
$473K +$121K +787 +37%
DT
755
Diversified Trust
Tennessee
$471K +$60.6K +394 +16%
CWM
756
Cabot Wealth Management
Massachusetts
$471K -$1.85K -12 -0.4%
QC
757
Quent Capital
New York
$462K – – –
CT
758
Cambridge Trust
Massachusetts
$462K -$191K -1,240 -30%
USB
759
Union Savings Bank
Connecticut
$457K +$422K +2,742 New
CW
760
Connectus Wealth
Ohio
$457K +$14.3K +93 +3%
GWA
761
GGM Wealth Advisors
Maryland
$453K +$430K +2,793 New
LFG
762
Larson Financial Group
Missouri
$453K +$4.62K +30 +1%
RCG
763
Regatta Capital Group
California
$452K +$13.8K +90 +3%
SWM
764
Stockman Wealth Management
Montana
$451K – – –
MSAM
765
Moloney Securities Asset Management
Missouri
$448K -$5M -32,519 -92%
OC
766
Oarsman Capital
Wisconsin
$446K +$1.54K +10 +0.4%
4WM
767
4J Wealth Management
Virginia
$445K – – –
National Bank of Canada
768
National Bank of Canada
Quebec, Canada
$441K -$38.2K -248 -8%
RRWA
769
Rainey & Randall Wealth Advisors
Florida
$439K +$44.3K +288 +12%
BZWA
770
Blue Zone Wealth Advisors
California
$438K -$342K -2,221 -45%
CAM
771
Concorde Asset Management
Michigan
$436K -$29.2K -190 -7%
NA
772
Nordwand Advisors
Pennsylvania
$435K -$50.5K -328 -11%
FPGK
773
Financial Partners Group (Kansas)
Kansas
$435K +$1.69K +11 +0.4%
GCA
774
Gradient Capital Advisors
California
$434K – – –
SHWM
775
Silicon Hills Wealth Management
Texas
$434K – – –