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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
851
Ballentine Capital Advisors
South Carolina
$583K -$182 -1 -0%
Empower Advisory Group
852
Empower Advisory Group
Colorado
$581K +$116K +636 +25%
SW
853
SVB Wealth
Massachusetts
$580K -$182 -1 -0%
GFA
854
Gallagher Fiduciary Advisors
Illinois
$579K -$1.64K -9 -0.3%
KFI
855
Key Financial Inc
Pennsylvania
$578K – – –
RWM
856
Ritholtz Wealth Management
New York
$577K +$55K +302 +11%
CF
857
Centaurus Financial
California
$577K -$305K -1,675 -35%
DC
858
Davenport & Co
Virginia
$577K +$13.7K +75 +2%
ACGA
859
Atlanta Consulting Group Advisors
Georgia
$576K – – –
BTWM
860
Baker Tilly Wealth Management
Wisconsin
$576K -$31.9K -175 -5%
ES
861
Eagle Strategies
New York
$574K -$1.54M -8,481 -73%
SMA
862
Seven Mile Advisory
New Jersey
$574K – – –
TTWM
863
TCV Trust & Wealth Management
Virginia
$572K +$27.7K +152 +5%
PWPS
864
Pinnacle Wealth Planning Services
Ohio
$571K -$323K -1,772 -36%
KA
865
Klingman & Associates
New York
$569K – – –
RDFA
866
Ritter Daniher Financial Advisory
Ohio
$566K – – –
IWS
867
Integrity Wealth Solutions
Colorado
$565K +$180K +987 +47%
TW
868
Towerpoint Wealth
California
$561K +$729 +4 +0.1%
EAMA
869
EFG Asset Management (Americas)
Florida
$561K +$561K +3,080 New
MWA
870
Merkkuri Wealth Advisors
New York
$559K +$559K +3,070 New
RA
871
Rational Advisors
New York
$557K -$921K -5,054 -62%
CAM
872
Campion Asset Management
Virginia
$556K -$41.3K -227 -7%
CL
873
CIM LLC
New York
$556K – – –
OC
874
Oarsman Capital
Wisconsin
$552K -$8.38K -46 -1%
OPW
875
Oxler Private Wealth
New York
$551K +$2K +11 +0.4%