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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPSC
851
Carl P. Sherr & Co
Massachusetts
$809K -$4.26K -22 -0.5%
BF
852
Blankinship & Foster
California
$808K -$25.3K -131 -3%
Vanguard Group
853
Vanguard Group
Pennsylvania
$806K +$58.2K +301 +8%
T
854
Transce3nd
Texas
$801K +$315K +1,630 +63%
CAI
855
Capital Advisors Inc
Oklahoma
$791K -$968 -5 -0.1%
BIA
856
Benchmark Investment Advisors
Illinois
$784K -$33.1K -171 -4%
OWA
857
Opal Wealth Advisors
New York
$781K -$6.18M -31,942 -89%
WPW
858
Watershed Private Wealth
Illinois
$779K +$121K +627 +18%
CA
859
Continuum Advisory
Idaho
$779K -$63.1K -326 -7%
MC
860
Moors & Cabot
Massachusetts
$777K +$145K +748 +22%
EWM
861
Empirical Wealth Management
Washington
$776K +$54.6K +282 +7%
SEIA
862
Signature Estate & Investment Advisors
California
$775K -$5.03K -26 -0.6%
CWM
863
ClientFirst Wealth Management
Arkansas
$775K – – –
FPW
864
Flagship Private Wealth
Massachusetts
$775K +$38.7K +200 +5%
KWA
865
Kingswood Wealth Advisors
California
$774K +$267K +1,380 +51%
LSA
866
Lion Street Advisors
Texas
$774K +$235K +1,212 +43%
ESB
867
Essex Savings Bank
Connecticut
$772K -$26.5K -137 -3%
QWM
868
Quadcap Wealth Management
Texas
$769K -$49.7K -257 -6%
P
869
Pitcairn
Pennsylvania
$762K +$774K +4,000 New
MA
870
MKT Advisors
California
$762K – – –
MAMG
871
Milestone Asset Management Group
Connecticut
$760K +$10.1K +52 +1%
CFP
872
Catalyst Financial Partners
Massachusetts
$760K -$92.5K -478 -11%
MOS
873
MGO One Seven
Ohio
$758K +$176K +909 +30%
GFP
874
Guardian Financial Partners
California
$756K +$767K +3,965 New
PPA
875
Pacific Point Advisors
California
$755K – – –