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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
776
Nordwand Advisors
Pennsylvania
$415K – – –
APW
777
Aurora Private Wealth
New Jersey
$415K +$189K +1,171 +77%
CL
778
CIM LLC
New York
$415K +$64.5K +399 +17%
GCA
779
Gradient Capital Advisors
California
$414K – – –
Bank of Nova Scotia
780
Bank of Nova Scotia
Ontario, Canada
$414K -$609K -3,766 -58%
FNT
781
First National Trust
Pennsylvania
$407K +$15.2K +94 +4%
WAOTB
782
Wealth Advisors of Tampa Bay
Florida
$406K +$214K +1,321 +100%
EWM
783
Executive Wealth Management
Michigan
$406K +$12.3K +76 +3%
BMWM
784
Brown Miller Wealth Management
Virginia
$403K -$1.29K -8 -0.3%
ST
785
Spinnaker Trust
Maine
$402K – – –
WF
786
Welch & Forbes
Massachusetts
$400K -$80.8K -500 -16%
CFA
787
CWS Financial Advisors
Michigan
$398K – – –
CC
788
Chicago Capital
Illinois
$397K – – –
KDA
789
Kraft Davis & Associates
Missouri
$394K – – –
IRAG
790
Investment Research & Advisory Group
Georgia
$392K – – –
BWL
791
Bogart Wealth LLC
Virginia
$390K +$49.8K +308 +14%
TI
792
Trexquant Investment
Connecticut
$390K +$142K +876 +53%
EI
793
Ellevest Inc
New York
$389K +$17.1K +106 +4%
FFA
794
First Foundation Advisors
California
$388K +$163K +1,008 +66%
CIAS
795
Capital Investment Advisory Services
North Carolina
$387K -$26K -161 -6%
SSW
796
Stone Summit Wealth
Florida
$386K – – –
HNWAG
797
High Net Worth Advisory Group
Florida
$385K – – –
LWM
798
Liberty Wealth Management
California
$384K -$17.8K -110 -4%
SVCP
799
Silicon Valley Capital Partners
California
$383K – – –
OWA
800
One Wealth Advisors
California
$382K -$464K -2,871 -54%