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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
826
WR Wealth Planners
Missouri
$799K +$38.9K +205 +5%
AWM
827
Aspire Wealth Management
Massachusetts
$796K -$11.8K -62 -2%
ADL
828
Asset Dedication LLC
California
$794K +$191K +1,003 +33%
HCM
829
Highview Capital Management
Illinois
$789K -$41.2K -217 -5%
HBW
830
Hazlett, Burt & Watson
West Virginia
$786K +$108K +569 +17%
SAM
831
Smartleaf Asset Management
Massachusetts
$786K +$50.3K +265 +7%
Vanguard Group
832
Vanguard Group
Pennsylvania
$776K +$106K +559 +17%
WTC
833
WhitTier Trust Company
Nevada
$764K – – –
FNT
834
First National Trust
Pennsylvania
$763K -$6.65K -35 -0.9%
EFG
835
Embree Financial Group
Illinois
$763K +$2.85K +15 +0.4%
PWCM
836
Processus Wealth & Capital Management
Tennessee
$761K +$25.6K +135 +4%
BHIA
837
Birch Hill Investment Advisors
Massachusetts
$752K – – –
SHF
838
Stage Harbor Financial
Massachusetts
$751K +$719K +3,786 New
O3W
839
Omni 360 Wealth
New Jersey
$746K +$69.9K +368 +11%
DCM
840
Dimension Capital Management
Florida
$745K -$427K -2,250 -37%
LCGC
841
Legacy Capital Group California
California
$742K +$55.3K +291 +8%
CCWM
842
Cassaday & Co Wealth Management
Virginia
$739K -$45.4K -239 -6%
CFG
843
Cooper Financial Group
California
$738K +$196K +1,033 +38%
EWM
844
Empirical Wealth Management
Washington
$735K -$855K -4,500 -55%
MMHP
845
Murphy Middleton Hinkle & Parker
Georgia
$733K -$17.5K -92 -2%
FWTB
846
First Western Trust Bank
Colorado
$722K -$20.5K -108 -3%
CCA
847
Clarity Capital Advisors
Florida
$718K +$3.99K +21 +0.6%
NPFS
848
Novak & Powell Financial Services
Florida
$716K – – –
CFO
849
CVA Family Office
Colorado
$715K – – –
SYBT
850
Stock Yards Bank & Trust
Kentucky
$713K -$668K -3,519 -49%