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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
801
Helium Advisors
Washington
$950K -$4.64K -24 -0.5%
FA
802
Fiduciary Alliance
South Carolina
$948K +$2.9K +15 +0.3%
EPM
803
Elm Partners Management
Pennsylvania
$946K -$51.5K -266 -5%
EAMA
804
EFG Asset Management (Americas)
Florida
$943K +$4.45K +23 +0.5%
MWM
805
Maripau Wealth Management
Indiana
$938K -$97.3K -503 -9%
SF
806
Summit Financial
New Jersey
$937K -$346K -1,789 -27%
MW
807
Members Wealth
Pennsylvania
$937K -$145K -750 -13%
LA
808
LexAurum Advisors
Kansas
$934K +$204K +1,056 +27%
JSL
809
JT Stratford LLC
Georgia
$931K +$320K +1,652 +51%
BFA
810
Beacon Financial Advisory
Ohio
$927K +$228K +1,176 +32%
TA
811
TrueWealth Advisors
Alabama
$915K +$57.3K +296 +7%
FFA
812
Florida Financial Advisors
Florida
$912K +$293K +1,512 +46%
JFG
813
JMG Financial Group
Illinois
$910K -$70.2K -363 -7%
KWM
814
Kingsview Wealth Management
Oregon
$910K +$2.71K +14 +0.3%
GG
815
Greenwood Gearhart
Arkansas
$909K +$195K +1,007 +27%
PWA
816
Provenance Wealth Advisors
Florida
$908K -$2.52K -13 -0.3%
SFA
817
Semmax Financial Advisors
North Carolina
$906K +$258K +1,332 +37%
Vontobel Holding
818
Vontobel Holding
Switzerland
$906K – – –
GCA
819
Gallagher Capital Advisors
Texas
$901K +$194 +1 +0%
EAM
820
Evanson Asset Management
California
$900K -$164K -850 -15%
CCG
821
Catalina Capital Group
California
$898K +$176K +908 +24%
CWM
822
Connecticut Wealth Management
Connecticut
$897K -$134K -695 -13%
D
823
Dentgroup
Louisiana
$887K -$1.55K -8 -0.2%
AEPWM
824
Atlantic Edge Private Wealth Management
Florida
$886K – – –
ONB
825
Old National Bancorp
Indiana
$885K -$406K -2,100 -31%