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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
751
Moisand Fitzgerald Tamayo
Florida
$1.55M -$46.9K -224 -3%
VR
752
Vision Retirement
New Jersey
$1.55M +$1.53M +7,312 New
LBC
753
Lowe Brockenbrough & Co
Virginia
$1.55M – – –
SIC
754
Salem Investment Counselors
North Carolina
$1.54M -$35.4K -169 -2%
RG
755
Rathbones Group
United Kingdom
$1.54M +$1.89K +9 +0.1%
DPI
756
Diversified Portfolios Inc
Michigan
$1.53M – – –
FMII
757
Farmers & Merchants Investments Inc
Nebraska
$1.53M -$105K -502 -7%
CWM
758
Cahaba Wealth Management
Georgia
$1.52M -$65.8K -314 -4%
FPCG
759
Forum Private Client Group
Indiana
$1.52M +$59.5K +284 +4%
PWMG
760
Private Wealth Management Group
New Jersey
$1.52M +$68.1K +325 +5%
Qube Research & Technologies (QRT)
761
Qube Research & Technologies (QRT)
United Kingdom
$1.52M +$1.03M +4,935 +223%
AFG
762
Atomi Financial Group
New York
$1.51M -$244K -1,164 -14%
AFW
763
Avantra Family Wealth
Pennsylvania
$1.51M -$5.45K -26 -0.4%
CPW
764
Catalyst Private Wealth
California
$1.5M – – –
AL
765
ARWA LLC
Texas
$1.49M +$1.47M +7,028 New
PCA
766
Pallas Capital Advisors
Massachusetts
$1.49M +$71.9K +343 +5%
SPF
767
South Plains Financial
Texas
$1.49M – – –
HNB
768
Hilltop National Bank
Wyoming
$1.48M +$117K +559 +9%
CAM
769
Close Asset Management
United Kingdom
$1.48M – – –
MAFA
770
MJT & Associates Financial Advisory
Minnesota
$1.47M – – –
TCOT
771
Trust Company of Toledo
Ohio
$1.46M – – –
MWM
772
Mattern Wealth Management
Kansas
$1.45M -$37.3K -178 -3%
EWA
773
Emergent Wealth Advisors
New York
$1.44M -$19.1K -91 -1%
WEG
774
World Equity Group
Illinois
$1.44M -$18.7K -89 -1%
ITB
775
Idaho Trust Bank
Idaho
$1.44M -$45.5K -217 -3%