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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
751
Sovereign Financial Group
Connecticut
$1.16M -$30.5K -154 -2%
PCA
752
Pallas Capital Advisors
Massachusetts
$1.15M -$2.18K -11 -0.2%
JIC
753
Joel Isaacson & Co
New York
$1.15M +$178K +897 +17%
CFD
754
Creative Financial Designs
Indiana
$1.15M +$22.4K +113 +2%
HNB
755
Hilltop National Bank
Wyoming
$1.15M -$103K -518 -8%
CRC
756
Curi RMB Capital
Illinois
$1.15M – – –
SDWMA
757
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.15M – – –
CS
758
Capital Square
Tennessee
$1.15M +$298K +1,503 +35%
MBT
759
Montecito Bank & Trust
California
$1.14M -$56.5K -285 -5%
WE
760
Wealth Effects
Massachusetts
$1.14M – – –
EFG
761
Elios Financial Group
Ohio
$1.14M -$7.14K -36 -0.6%
CD
762
Chapin Davis
Maryland
$1.13M – – –
WPWM
763
Windward Private Wealth Management
Kansas
$1.13M – – –
RCM
764
Raleigh Capital Management
North Carolina
$1.12M +$23.4K +118 +2%
HWM
765
Hohimer Wealth Management
Washington
$1.12M – – –
Jane Street
766
Jane Street
New York
$1.12M -$391K -1,973 -25%
SPF
767
South Plains Financial
Texas
$1.11M +$1.15M +5,812 New
MW
768
Members Wealth
Pennsylvania
$1.11M +$1.12M +5,667 New
TFO
769
Tarbox Family Office
California
$1.11M +$1.98K +10 +0.2%
BFO
770
Boston Family Office
Massachusetts
$1.1M – – –
CAC
771
Certified Advisory Corp
Florida
$1.1M -$54.3K -274 -5%
FFA
772
First Foundation Advisors
California
$1.1M +$67.4K +340 +6%
PFA
773
Professional Financial Advisors
Nebraska
$1.09M +$92.6K +467 +9%
ITB
774
Idaho Trust Bank
Idaho
$1.09M -$42.6K -215 -4%
Chevy Chase Trust
775
Chevy Chase Trust
Maryland
$1.09M -$400K -2,015 -26%