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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
826
Wealthstar Advisors
Texas
$490K +$453K +2,817 New
GWA
827
GGM Wealth Advisors
Maryland
$488K – – –
SWM
828
Stockman Wealth Management
Montana
$487K – – –
DI
829
Disciplined Investments
Oklahoma
$487K +$161 +1 +0%
SWM
830
SeaCrest Wealth Management
New York
$486K -$48.2K -300 -10%
MSAM
831
Moloney Securities Asset Management
Missouri
$484K +$804 +5 +0.2%
LFG
832
Larson Financial Group
Missouri
$482K -$63.5K -395 -12%
RRWA
833
Rainey & Randall Wealth Advisors
Florida
$480K +$5.63K +35 +1%
National Bank of Canada
834
National Bank of Canada
Quebec, Canada
$472K -$15.6K -97 -3%
NA
835
Nordwand Advisors
Pennsylvania
$470K – – –
GCA
836
Gradient Capital Advisors
California
$468K – – –
Bank of Nova Scotia
837
Bank of Nova Scotia
Ontario, Canada
$468K – – –
RSWA
838
Robinson Smith Wealth Advisors
Maine
$468K +$432K +2,689 New
FPGK
839
Financial Partners Group (Kansas)
Kansas
$465K +$964 +6 +0.2%
D.E. Shaw & Co
840
D.E. Shaw & Co
New York
$461K +$426K +2,653 New
WCG
841
Weaver Consulting Group
California
$461K -$107K -667 -20%
FFA
842
First Foundation Advisors
California
$461K +$20.1K +125 +5%
CT
843
Cambridge Trust
Massachusetts
$460K +$31.8K +198 +8%
FNT
844
First National Trust
Pennsylvania
$458K -$2.09K -13 -0.5%
ST
845
Spinnaker Trust
Maine
$455K – – –
WF
846
Welch & Forbes
Massachusetts
$452K – – –
CFA
847
CWS Financial Advisors
Michigan
$450K – – –
PIAS
848
PCA Investment Advisory Services
Ohio
$450K +$18.3K +114 +5%
BMWM
849
Brown Miller Wealth Management
Virginia
$449K -$6.27K -39 -1%
CC
850
Chicago Capital
Illinois
$449K – – –