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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TYCC
776
Texas Yale Capital Corp
Florida
$233K +$238K +1,600 New
FDS
777
Freedom Day Solutions
Texas
$232K -$31K -208 -12%
TCA
778
Transcend Capital Advisors
New Jersey
$232K +$225K +1,511 New
AP
779
Appleton Partners
Massachusetts
$230K – – –
SFP
780
Strategic Financial Partners
Oregon
$230K – – –
CBN
781
Cadence Bank NA
Texas
$230K +$5.81K +39 +3%
ECM
782
Evergreen Capital Management
Washington
$228K – – –
AF
783
Alerus Financial
North Dakota
$227K – – –
AWA
784
Acorn Wealth Advisors
Michigan
$226K – – –
AWA
785
Aaron Wealth Advisors
Illinois
$225K +$231K +1,550 New
TWM
786
Tradition Wealth Management
Minnesota
$223K – – –
LSA
787
Lion Street Advisors
Texas
$223K +$228K +1,532 New
ECG
788
Edge Capital Group
Georgia
$222K +$227K +1,524 New
RG
789
Retirement Group
California
$220K – – –
MMG
790
Monetary Management Group
Missouri
$218K – – –
WIC
791
Woodmont Investment Counsel
Tennessee
$218K – – –
BAMG
792
Brand Asset Management Group
Missouri
$217K – – –
SFA
793
Sequoia Financial Advisors
Ohio
$216K -$1.01M -6,787 -82%
FPCG
794
Fort Pitt Capital Group
Pennsylvania
$216K – – –
CPIA
795
Cornell Pochily Investment Advisors
New York
$213K – – –
GLA
796
Good Life Advisors
Pennsylvania
$211K +$216K +1,452 New
SFPM
797
Sensible Financial Planning & Management
Massachusetts
$210K – – –
HBT
798
Hills Bank & Trust
Iowa
$209K – – –
FCH
799
Freestone Capital Holdings
Washington
$209K +$11.5K +77 +6%
PL
800
Parthenon LLC
Kentucky
$207K – – –