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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
851
Aspire Private Capital
North Carolina
$702K +$126K +665 +23%
FPW
852
Flagship Private Wealth
Massachusetts
$702K +$15.8K +83 +2%
AHC
853
Anderson Hoagland & Co
Missouri
$701K
AWA
854
ARQ Wealth Advisors
Arizona
$694K -$1.52K -8 -0.2%
CCG
855
Catalina Capital Group
California
$692K -$71K -374 -10%
PCM
856
Parsons Capital Management
Rhode Island
$689K -$36.1K -190 -5%
SIS
857
Sound Income Strategies
Florida
$687K -$3.02M -15,912 -82%
Empower Advisory Group
858
Empower Advisory Group
Colorado
$683K +$51.9K +273 +9%
GCM
859
Gallacher Capital Management
Colorado
$680K
ICMM
860
Integrated Capital Management (Michigan)
Michigan
$680K +$655K +3,450 New
FWM
861
Foguth Wealth Management
Michigan
$676K -$85.7K -451 -12%
DC
862
Davenport & Co
Virginia
$673K +$46.2K +243 +8%
LW
863
Linscomb Wealth
Texas
$672K
KLI
864
Kelman-Lazarov Inc
Tennessee
$671K
JGIA
865
Jackson Grant Investment Advisers
Connecticut
$670K +$3.8K +20 +0.6%
EIA
866
Edgemoor Investment Advisors
Maryland
$669K +$10.1K +53 +2%
HIP
867
HUB Investment Partners
Texas
$665K
FC
868
Forte Capital
New York
$664K +$640K +3,370 New
LA
869
Lynch & Associates
Indiana
$662K
S
870
SignatureFD
Georgia
$653K -$98.2K -517 -14%
CWMGP
871
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$652K +$190 +1 +0%
CWM
872
C2C Wealth Management
Arizona
$647K
AA
873
Axiom Advisory
California
$646K +$11.6K +61 +2%
PFG
874
Pinnacle Financial Group
Illinois
$643K
BFA
875
Beacon Financial Advisory
Ohio
$642K +$67.8K +357 +12%