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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOA
851
Birnam Oak Advisors
New York
$1.14M
NFW
852
Noble Family Wealth
Florida
$1.14M
NWAG
853
Net Worth Advisory Group
Utah
$1.13M -$10.5M -46,945 -90%
LBC
854
Lowe Brockenbrough & Co
Virginia
$1.13M -$523K -2,343 -32%
LWPC
855
Legacy Wealth Partners (Colorado)
Colorado
$1.12M -$185K -828 -14%
JF
856
JSF Financial
California
$1.11M -$62.8K -281 -5%
EK
857
Evensky & Katz
Florida
$1.09M -$92.3K -413 -8%
GCA
858
Gallagher Capital Advisors
Texas
$1.09M -$34.4M -153,805 -97%
EF
859
Evanson Financial
Virginia
$1.09M +$1.07M +4,806 New
TFO
860
Tarbox Family Office
California
$1.09M -$226K -1,011 -17%
BEI
861
Benjamin Edwards Inc
Missouri
$1.09M -$7.15K -32 -0.7%
Russell Investments Group
862
Russell Investments Group
United Kingdom
$1.09M +$182K +814 +21%
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$1.09M -$523K -2,340 -33%
SAM
864
Silvercrest Asset Management
New York
$1.08M -$58.1K -260 -5%
WEG
865
World Equity Group
Illinois
$1.08M -$305K -1,364 -22%
JSSH
866
J. Safra Sarasin Holding
$1.08M
ES
867
Eagle Strategies
New York
$1.08M +$27.5K +123 +3%
MSFS
868
Main Street Financial Solutions
Pennsylvania
$1.08M +$799K +3,578 +307%
PWA
869
Provenance Wealth Advisors
Florida
$1.07M
IWM
870
Iams Wealth Management
Nebraska
$1.07M +$2.01K +9 +0.2%
MPCG
871
Matrix Private Capital Group
New York
$1.06M +$33.5K +150 +3%
GFP
872
Guardian Financial Partners
California
$1.06M +$3.57K +16 +0.3%
PCA
873
Pallas Capital Advisors
Massachusetts
$1.06M -$52.3K -234 -5%
KCM
874
Key Capital Management
Tennessee
$1.05M +$138K +617 +15%
CPIA
875
Cornell Pochily Investment Advisors
New York
$1.05M +$230K +1,030 +29%