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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIAS
801
PCA Investment Advisory Services
Ohio
$381K +$1.78K +11 +0.4%
VWA
802
Visionary Wealth Advisors
Illinois
$380K
CPSAC
803
Chas P. Smith & Associates (CPS)
Florida
$380K -$21K -130 -5%
CT
804
Cambridge Trust
Massachusetts
$377K -$67.6K -418 -15%
EPA
805
Element Pointe Advisors
Florida
$375K
HTC
806
Haverford Trust Company
Pennsylvania
$370K
LC
807
Lavaca Capital
Texas
$369K
RMCM
808
Reynders McVeigh Capital Management
Massachusetts
$368K +$83.4K +516 +27%
EC
809
Estate Counselors
Wisconsin
$365K +$383K +2,370 New
BZWA
810
Blue Zone Wealth Advisors
California
$365K -$55.9K -346 -13%
HIIFS
811
Harel Insurance Investments & Financial Services
Israel
$364K
Capstone Investment Advisors
812
Capstone Investment Advisors
New York
$364K -$791K -4,896 -67%
CWS
813
Confluence Wealth Services
Pennsylvania
$363K
BW
814
BIP Wealth
Georgia
$363K +$381K +2,358 New
ECM
815
Evergreen Capital Management
Washington
$362K +$87.4K +541 +30%
FIB
816
First Interstate Bank
Montana
$362K
JAG
817
Journey Advisory Group
Kentucky
$361K
RCG
818
Regatta Capital Group
California
$361K -$73.7K -456 -16%
LJAC
819
L.J. Altfest & Co
New York
$358K +$3.56K +22 +1%
SW
820
SteelPeak Wealth
California
$357K +$24.4K +151 +7%
NS
821
NBC Securities
Alabama
$352K +$370K +2,292 New
EW
822
Element Wealth
Mississippi
$351K +$20.4K +126 +6%
SOS
823
Silver Oak Securities
Tennessee
$351K +$369K +2,280 New
OCPWS
824
One Charles Private Wealth Services
Massachusetts
$350K
FFS
825
Founders Financial Securities
Maryland
$350K -$124K -765 -25%