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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTA
826
Camelot Technology Advisors
California
$631K -$5.65K -31 -0.9%
GCM
827
Gallacher Capital Management
Colorado
$628K -$16.4K -90 -3%
HBW
828
Hazlett, Burt & Watson
West Virginia
$625K +$286K +1,571 +85%
FFS
829
Founders Financial Securities
Maryland
$623K +$88.2K +484 +16%
O3W
830
Omni 360 Wealth
New Jersey
$621K +$166K +911 +36%
LW
831
Linscomb Wealth
Texas
$620K +$1.46K +8 +0.2%
Qube Research & Technologies (QRT)
832
Qube Research & Technologies (QRT)
United Kingdom
$620K +$82.7K +454 +15%
KLI
833
Kelman-Lazarov Inc
Tennessee
$620K – – –
Vanguard Group
834
Vanguard Group
Pennsylvania
$615K +$40.1K +220 +7%
JGIA
835
Jackson Grant Investment Advisers
Connecticut
$615K +$2.73K +15 +0.4%
HIP
836
HUB Investment Partners
Texas
$614K +$23.9K +131 +4%
LA
837
Lynch & Associates
Indiana
$611K – – –
EIA
838
Edgemoor Investment Advisors
Maryland
$608K -$45.5K -250 -7%
AA
839
Axiom Advisory
California
$607K +$607K +3,331 New
PSP
840
Pacific Sage Partners
Washington
$606K – – –
CWM
841
C2C Wealth Management
Arizona
$605K – – –
FAM
842
Frontier Asset Management
Wyoming
$603K -$50.8K -279 -8%
CWMGP
843
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$601K +$182 +1 +0%
PFG
844
Pinnacle Financial Group
Illinois
$593K – – –
IWN
845
Independent Wealth Network
Iowa
$588K +$5.46K +30 +0.9%
MAM
846
Milestone Asset Management
Pennsylvania
$588K -$1.77M -9,716 -75%
AWA
847
Aaron Wealth Advisors
Illinois
$586K – – –
NW
848
NewEdge Wealth
Pennsylvania
$586K -$66.8K -367 -10%
SDAM
849
Shulman DeMeo Asset Management
New York
$585K +$729 +4 +0.1%
DT
850
Diversified Trust
Tennessee
$584K -$22.6K -124 -4%