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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
826
Stockman Wealth Management
Montana
$487K
DI
827
Disciplined Investments
Oklahoma
$487K +$161 +1 +0%
SWM
828
SeaCrest Wealth Management
New York
$486K -$48.2K -300 -10%
MSAM
829
Moloney Securities Asset Management
Missouri
$484K +$804 +5 +0.2%
LFG
830
Larson Financial Group
Missouri
$482K -$63.5K -395 -12%
RRWA
831
Rainey & Randall Wealth Advisors
Florida
$480K +$5.63K +35 +1%
National Bank of Canada
832
National Bank of Canada
Quebec, Canada
$472K -$15.6K -97 -3%
NA
833
Nordwand Advisors
Pennsylvania
$470K
GCA
834
Gradient Capital Advisors
California
$468K
Bank of Nova Scotia
835
Bank of Nova Scotia
Ontario, Canada
$468K
RSWA
836
Robinson Smith Wealth Advisors
Maine
$468K +$432K +2,689 New
FPGK
837
Financial Partners Group (Kansas)
Kansas
$465K +$964 +6 +0.2%
D.E. Shaw & Co
838
D.E. Shaw & Co
New York
$461K +$426K +2,653 New
WCG
839
Weaver Consulting Group
California
$461K -$107K -667 -20%
FFA
840
First Foundation Advisors
California
$461K +$20.1K +125 +5%
CT
841
Cambridge Trust
Massachusetts
$460K +$31.8K +198 +8%
FNT
842
First National Trust
Pennsylvania
$458K -$2.09K -13 -0.5%
ST
843
Spinnaker Trust
Maine
$455K
WF
844
Welch & Forbes
Massachusetts
$452K
CFA
845
CWS Financial Advisors
Michigan
$450K
PIAS
846
PCA Investment Advisory Services
Ohio
$450K +$18.3K +114 +5%
BMWM
847
Brown Miller Wealth Management
Virginia
$449K -$6.27K -39 -1%
CC
848
Chicago Capital
Illinois
$449K
MOS
849
MGO One Seven
Ohio
$449K +$70.9K +441 +21%
EWM
850
Executive Wealth Management
Michigan
$448K -$10.6K -66 -2%