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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDS
776
Freedom Day Solutions
Texas
$232K -$31K -208 -12%
TCA
777
Transcend Capital Advisors
New Jersey
$232K +$225K +1,511 New
AP
778
Appleton Partners
Massachusetts
$230K
SFP
779
Strategic Financial Partners
Oregon
$230K
CBN
780
Cadence Bank NA
Texas
$230K +$5.81K +39 +3%
ECM
781
Evergreen Capital Management
Washington
$228K
AF
782
Alerus Financial
North Dakota
$227K
AWA
783
Acorn Wealth Advisors
Michigan
$226K
AWA
784
Aaron Wealth Advisors
Illinois
$225K +$231K +1,550 New
TWM
785
Tradition Wealth Management
Minnesota
$223K
LSA
786
Lion Street Advisors
Texas
$223K +$228K +1,532 New
ECG
787
Edge Capital Group
Georgia
$222K +$227K +1,524 New
RG
788
Retirement Group
California
$220K
MMG
789
Monetary Management Group
Missouri
$218K
WIC
790
Woodmont Investment Counsel
Tennessee
$218K
BAMG
791
Brand Asset Management Group
Missouri
$217K
SFA
792
Sequoia Financial Advisors
Ohio
$216K -$1.01M -6,787 -82%
FPCG
793
Fort Pitt Capital Group
Pennsylvania
$216K
CPIA
794
Cornell Pochily Investment Advisors
New York
$213K
GLA
795
Good Life Advisors
Pennsylvania
$211K +$216K +1,452 New
SFPM
796
Sensible Financial Planning & Management
Massachusetts
$210K
HBT
797
Hills Bank & Trust
Iowa
$209K
FCH
798
Freestone Capital Holdings
Washington
$209K +$11.5K +77 +6%
PL
799
Parthenon LLC
Kentucky
$207K
KWMG
800
King Wealth Management Group
Florida
$207K +$212K +1,423 New