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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
826
Hazlett, Burt & Watson
West Virginia
$625K +$286K +1,571 +85%
FFS
827
Founders Financial Securities
Maryland
$623K +$88.2K +484 +16%
O3W
828
Omni 360 Wealth
New Jersey
$621K +$166K +911 +36%
LW
829
Linscomb Wealth
Texas
$620K +$1.46K +8 +0.2%
Qube Research & Technologies (QRT)
830
Qube Research & Technologies (QRT)
United Kingdom
$620K +$82.7K +454 +15%
KLI
831
Kelman-Lazarov Inc
Tennessee
$620K
Vanguard Group
832
Vanguard Group
Pennsylvania
$615K +$40.1K +220 +7%
JGIA
833
Jackson Grant Investment Advisers
Connecticut
$615K +$2.73K +15 +0.4%
HIP
834
HUB Investment Partners
Texas
$614K +$23.9K +131 +4%
LA
835
Lynch & Associates
Indiana
$611K
EIA
836
Edgemoor Investment Advisors
Maryland
$608K -$45.5K -250 -7%
AA
837
Axiom Advisory
California
$607K +$607K +3,331 New
PSP
838
Pacific Sage Partners
Washington
$606K
CWM
839
C2C Wealth Management
Arizona
$605K
FAM
840
Frontier Asset Management
Wyoming
$603K -$50.8K -279 -8%
CWMGP
841
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$601K +$182 +1 +0%
PFG
842
Pinnacle Financial Group
Illinois
$593K
IWN
843
Independent Wealth Network
Iowa
$588K +$5.46K +30 +0.9%
MAM
844
Milestone Asset Management
Pennsylvania
$588K -$1.77M -9,716 -75%
AWA
845
Aaron Wealth Advisors
Illinois
$586K
NW
846
NewEdge Wealth
Pennsylvania
$586K -$66.8K -367 -10%
SDAM
847
Shulman DeMeo Asset Management
New York
$585K +$729 +4 +0.1%
DT
848
Diversified Trust
Tennessee
$584K -$22.6K -124 -4%
BCA
849
Ballentine Capital Advisors
South Carolina
$583K -$182 -1 -0%
Empower Advisory Group
850
Empower Advisory Group
Colorado
$581K +$116K +636 +25%