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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
776
Hamel Associates
New Jersey
$233K – – –
ECM
777
Evergreen Capital Management
Washington
$232K +$295 +2 +0.1%
CMP
778
Courage Miller Partners
Virginia
$231K +$21.9K +149 +11%
AF
779
Alerus Financial
North Dakota
$230K -$109K -741 -32%
AWA
780
Acorn Wealth Advisors
Michigan
$230K +$589 +4 +0.3%
CG
781
Caprock Group
Idaho
$228K – – –
CW
782
CreativeOne Wealth
Kansas
$228K +$227K +1,544 New
CBN
783
Cadence Bank NA
Texas
$227K – – –
TWM
784
Tradition Wealth Management
Minnesota
$227K +$295 +2 +0.1%
AIP
785
Ahrens Investment Partners
Louisiana
$227K +$227K +1,539 New
CMI
786
Clare Market Investments
Texas
$224K +$224K +1,520 New
SHWM
787
Silicon Hills Wealth Management
Texas
$223K -$176K -1,195 -44%
RG
788
Retirement Group
California
$223K – – –
TWM
789
Titus Wealth Management
California
$223K – – –
WIC
790
Woodmont Investment Counsel
Tennessee
$222K +$2.21K +15 +1%
Millennium Management
791
Millennium Management
New York
$222K +$222K +1,506 New
AWE
792
Avidian Wealth Enterprises
Texas
$221K – – –
MMG
793
Monetary Management Group
Missouri
$221K – – –
BAMG
794
Brand Asset Management Group
Missouri
$220K -$147 -1 -0.1%
FPCG
795
Fort Pitt Capital Group
Pennsylvania
$219K +$219K +1,484 New
CPIA
796
Cornell Pochily Investment Advisors
New York
$217K +$216K +1,467 New
BFS
797
Bard Financial Services
Connecticut
$215K – – –
SFPM
798
Sensible Financial Planning & Management
Massachusetts
$213K -$303K -2,059 -59%
HWMA
799
Heritage Wealth Management (Arizona)
Arizona
$212K -$4.12K -28 -2%
HBT
800
Hills Bank & Trust
Iowa
$212K – – –