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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
751
Sendero Wealth Management
Texas
$1.25M -$48.4K -241 -4%
VVP
752
Venture Visionary Partners
Ohio
$1.25M -$16.3K -81 -1%
BW
753
BIP Wealth
Georgia
$1.24M +$783K +3,898 +185%
FHC
754
First Horizon Corporation
Tennessee
$1.24M +$1.2M +5,999 New
JIC
755
Johnson Investment Counsel
Ohio
$1.24M -$2.21K -11 -0.2%
WE
756
Wealth Effects
Massachusetts
$1.24M – – –
JF
757
JSF Financial
California
$1.23M -$93K -463 -7%
CG
758
Corundum Group
Colorado
$1.23M -$38.8K -193 -3%
BFA
759
Beacon Financial Advisory
Ohio
$1.23M +$83.4K +415 +7%
ZF
760
Zhang Financial
Michigan
$1.23M +$119K +590 +11%
FA
761
Fiduciary Alliance
South Carolina
$1.23M -$84.2K -419 -7%
MBT
762
Montecito Bank & Trust
California
$1.23M +$1.19M +5,948 New
WS
763
Wedbush Securities
California
$1.23M +$270K +1,345 +29%
JSW
764
Journey Strategic Wealth
New Jersey
$1.22M -$89K -443 -7%
WPWM
765
Windward Private Wealth Management
Kansas
$1.22M – – –
Vanguard Group
766
Vanguard Group
Pennsylvania
$1.22M +$364K +1,814 +44%
RFA
767
Resurgent Financial Advisors
Georgia
$1.21M +$22.3K +111 +2%
APC
768
Aspire Private Capital
North Carolina
$1.21M +$48.8K +243 +4%
TFO
769
Tarbox Family Office
California
$1.2M – – –
CCG
770
Catalina Capital Group
California
$1.19M +$181K +903 +19%
HWM
771
HighMark Wealth Management
Minnesota
$1.19M -$23.3K -116 -2%
CCB
772
Country Club Bank
Missouri
$1.19M -$7.03K -35 -0.6%
BFO
773
Boston Family Office
Massachusetts
$1.19M – – –
SAG
774
SageView Advisory Group
California
$1.18M -$2.81K -14 -0.2%
FA
775
Fedenia Advisers
Wisconsin
$1.17M +$142K +706 +14%