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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MOS
851
MGO One Seven
Ohio
$449K +$70.9K +441 +21%
EWM
852
Executive Wealth Management
Michigan
$448K -$10.6K -66 -2%
HC
853
Hara Capital
Washington
$448K +$414K +2,575 New
SSW
854
Stone Summit Wealth
Florida
$445K +$8.04K +50 +2%
IRAG
855
Investment Research & Advisory Group
Georgia
$443K – – –
Vanguard Personalized Indexing Management
856
Vanguard Personalized Indexing Management
California
$442K +$408K +2,539 New
4WM
857
4J Wealth Management
Virginia
$441K -$35.5K -221 -8%
EI
858
Ellevest Inc
New York
$440K -$161 -1 -0%
SVCP
859
Silicon Valley Capital Partners
California
$438K +$4.02K +25 +1%
CIAS
860
Capital Investment Advisory Services
North Carolina
$435K -$1.93K -12 -0.5%
HNWAG
861
High Net Worth Advisory Group
Florida
$435K – – –
LWM
862
Liberty Wealth Management
California
$431K -$3.21K -20 -0.8%
NAM
863
NTV Asset Management
West Virginia
$430K – – –
CPSAC
864
Chas P. Smith & Associates (CPS)
Florida
$430K – – –
GCIM
865
Gunn & Company Investment Management
Florida
$430K +$397K +2,473 New
RIA
866
Realta Investment Advisors
Delaware
$429K -$553K -3,438 -58%
APW
867
Aurora Private Wealth
New Jersey
$427K -$38.3K -238 -9%
EPA
868
Element Pointe Advisors
Florida
$424K – – –
DC
869
Davenport & Co
Virginia
$424K -$67K -417 -15%
KWM
870
Kingsview Wealth Management
Oregon
$423K -$196K -1,222 -33%
HTC
871
Haverford Trust Company
Pennsylvania
$419K – – –
OIS
872
Okabena Investment Services
Minnesota
$417K +$386K +2,400 New
RMCM
873
Reynders McVeigh Capital Management
Massachusetts
$416K – – –
EP
874
Edgestream Partners
New Jersey
$416K +$384K +2,390 New
BZWA
875
Blue Zone Wealth Advisors
California
$415K +$2.25K +14 +0.6%