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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
801
Midland Wealth Advisors
Illinois
$1.33M -$30.6K -146 -2%
CGA
802
Crescent Grove Advisors
Illinois
$1.33M -$15.7K -75 -1%
CI
803
Conning Inc
Connecticut
$1.32M – – –
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.31M -$9.22K -44 -0.7%
KF
805
Krilogy Financial
Missouri
$1.3M -$22.2K -106 -2%
CC
806
Cadinha & Co
Hawaii
$1.3M – – –
PFA
807
Professional Financial Advisors
Nebraska
$1.3M -$29.3K -140 -2%
JIC
808
Johnson Investment Counsel
Ohio
$1.29M +$24.3K +116 +2%
TH
809
TCTC Holdings
Texas
$1.29M +$1.03M +4,905 +417%
WFS
810
WealthGarden F.S.
California
$1.29M +$522K +2,489 +72%
BDPWM
811
Barnes Dennig Private Wealth Management
Ohio
$1.28M +$315K +1,505 +33%
FA
812
Fiduciary Alliance
South Carolina
$1.28M +$20.7K +99 +2%
SWM
813
Sendero Wealth Management
Texas
$1.28M +$838 +4 +0.1%
FHC
814
First Horizon Corporation
Tennessee
$1.28M +$7.54K +36 +0.6%
MBT
815
Montecito Bank & Trust
California
$1.28M +$17.8K +85 +1%
WE
816
Wealth Effects
Massachusetts
$1.27M +$6.29K +30 +0.5%
FNBOO
817
First National Bank of Omaha
Nebraska
$1.27M +$1.25M +5,960 New
FMTC
818
Farmers & Merchants Trust Company
California
$1.27M -$268K -1,280 -18%
Vanguard Group
819
Vanguard Group
Pennsylvania
$1.26M +$10.9K +52 +0.9%
WPWM
820
Windward Private Wealth Management
Kansas
$1.25M – – –
JF
821
JSF Financial
California
$1.24M -$25.8K -123 -2%
Massachusetts Financial Services
822
Massachusetts Financial Services
Massachusetts
$1.23M +$890K +4,245 +269%
TFO
823
Tarbox Family Office
California
$1.23M – – –
GC
824
GatePass Capital
Ohio
$1.23M +$1.21M +5,786 New
MWA
825
MN Wealth Advisors
Kansas
$1.23M +$319K +1,521 +36%