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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
LJI Wealth Management
Indiana
$571K +$7.07K +44 +1%
SW
777
SVB Wealth
Massachusetts
$569K +$161 +1 +0%
DFC
778
DBK Financial Counsel
Ohio
$568K
CGFA
779
Colton Groome Financial Advisors
North Carolina
$567K -$2.41K -15 -0.5%
NL
780
Navalign LLC
California
$561K -$72.2K -449 -12%
BSWA
781
Bromfield Sneider Wealth Advisors
Massachusetts
$560K
AWA
782
Aaron Wealth Advisors
Illinois
$560K -$46K -286 -8%
DT
783
Diversified Trust
Tennessee
$558K +$28.1K +175 +6%
IWN
784
Independent Wealth Network
Iowa
$557K -$4.82K -30 -0.9%
PFG
785
Pinnacle Financial Group
Illinois
$556K
CCWM
786
Cassaday & Co Wealth Management
Virginia
$556K +$10.6K +66 +2%
SDAM
787
Shulman DeMeo Asset Management
New York
$556K +$4.66K +29 +0.9%
WAM
788
WNY Asset Management
New York
$555K
CIC
789
Carnegie Investment Counsel
Ohio
$554K -$17.4K -108 -3%
GFA
790
Gallagher Fiduciary Advisors
Illinois
$553K -$61.4K -382 -11%
EFG
791
Embree Financial Group
Illinois
$553K +$511K +3,180 New
KFI
792
Key Financial Inc
Pennsylvania
$552K
SMA
793
Seven Mile Advisory
New Jersey
$550K
NW
794
NewEdge Wealth
Pennsylvania
$547K +$506K +3,148 New
KA
795
Klingman & Associates
New York
$544K
SSB
796
Sandy Spring Bank
Maryland
$541K -$23.3K -145 -4%
TW
797
Towerpoint Wealth
California
$536K +$1.29K +8 +0.3%
Capstone Investment Advisors
798
Capstone Investment Advisors
New York
$531K +$111K +691 +29%
Qube Research & Technologies (QRT)
799
Qube Research & Technologies (QRT)
United Kingdom
$529K -$519K -3,228 -51%
ES
800
Eagle Strategies
New York
$529K