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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
776
Perennial Investment Advisors
California
$576K – – –
CWMGP
777
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$571K +$161 +1 +0%
LWM
778
LJI Wealth Management
Indiana
$571K +$7.07K +44 +1%
SW
779
SVB Wealth
Massachusetts
$569K +$161 +1 +0%
DFC
780
DBK Financial Counsel
Ohio
$568K – – –
CGFA
781
Colton Groome Financial Advisors
North Carolina
$567K -$2.41K -15 -0.5%
NL
782
Navalign LLC
California
$561K -$72.2K -449 -12%
BSWA
783
Bromfield Sneider Wealth Advisors
Massachusetts
$560K – – –
AWA
784
Aaron Wealth Advisors
Illinois
$560K -$46K -286 -8%
DT
785
Diversified Trust
Tennessee
$558K +$28.1K +175 +6%
IWN
786
Independent Wealth Network
Iowa
$557K -$4.82K -30 -0.9%
PFG
787
Pinnacle Financial Group
Illinois
$556K – – –
CCWM
788
Cassaday & Co Wealth Management
Virginia
$556K +$10.6K +66 +2%
SDAM
789
Shulman DeMeo Asset Management
New York
$556K +$4.66K +29 +0.9%
WAM
790
WNY Asset Management
New York
$555K – – –
CIC
791
Carnegie Investment Counsel
Ohio
$554K -$17.4K -108 -3%
GFA
792
Gallagher Fiduciary Advisors
Illinois
$553K -$61.4K -382 -11%
EFG
793
Embree Financial Group
Illinois
$553K +$511K +3,180 New
KFI
794
Key Financial Inc
Pennsylvania
$552K – – –
SMA
795
Seven Mile Advisory
New Jersey
$550K – – –
NW
796
NewEdge Wealth
Pennsylvania
$547K +$506K +3,148 New
KA
797
Klingman & Associates
New York
$544K – – –
SSB
798
Sandy Spring Bank
Maryland
$541K -$23.3K -145 -4%
TW
799
Towerpoint Wealth
California
$536K +$1.29K +8 +0.3%
Capstone Investment Advisors
800
Capstone Investment Advisors
New York
$531K +$111K +691 +29%