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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Alerus Financial
North Dakota
$244K – – –
AWA
852
Acorn Wealth Advisors
Michigan
$244K +$608 +4 +0.3%
PAI
853
Pittenger & Anderson Inc
Nebraska
$243K -$7.6K -50 -3%
Fisher Asset Management
854
Fisher Asset Management
Washington
$243K +$236K +1,549 New
CG
855
Caprock Group
Idaho
$242K -$28.1K -185 -11%
FCFC
856
First Citizens Financial Corp
Iowa
$242K -$18.1K -119 -7%
AWA
857
Aaron Wealth Advisors
Illinois
$242K – – –
FDS
858
Freedom Day Solutions
Texas
$241K -$8.52K -56 -4%
LSA
859
Lion Street Advisors
Texas
$241K – – –
ECG
860
Edge Capital Group
Georgia
$239K – – –
C
861
CEDRUS
Colorado
$239K +$232K +1,525 New
TCA
862
Transcend Capital Advisors
New Jersey
$237K – – –
SHWM
863
Silicon Hills Wealth Management
Texas
$236K -$23.9K -157 -9%
MMG
864
Monetary Management Group
Missouri
$235K – – –
WIC
865
Woodmont Investment Counsel
Tennessee
$235K – – –
WCM
866
Wealthcare Capital Management
Virginia
$234K +$15.2K +100 +7%
KCM
867
KRS Capital Management
Michigan
$234K +$227K +1,495 New
BWM
868
BerganKDV Wealth Management
Minnesota
$233K +$79.1K +520 +54%
BPC
869
Banque Pictet & Cie
Switzerland
$233K +$226K +1,485 New
RG
870
Retirement Group
California
$232K -$4.56K -30 -2%
FPCG
871
Fort Pitt Capital Group
Pennsylvania
$232K – – –
ST
872
Sentinel Trust
Texas
$231K +$224K +1,474 New
GLA
873
Good Life Advisors
Pennsylvania
$226K -$1.67K -11 -0.8%
SFPM
874
Sensible Financial Planning & Management
Massachusetts
$226K – – –
HBT
875
Hills Bank & Trust
Iowa
$225K – – –