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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
851
Capital Advisors Inc
Oklahoma
$791K -$968 -5 -0.1%
BIA
852
Benchmark Investment Advisors
Illinois
$784K -$33.1K -171 -4%
OWA
853
Opal Wealth Advisors
New York
$781K -$6.18M -31,942 -89%
WPW
854
Watershed Private Wealth
Illinois
$779K +$121K +627 +18%
CA
855
Continuum Advisory
Idaho
$779K -$63.1K -326 -7%
MC
856
Moors & Cabot
Massachusetts
$777K +$145K +748 +22%
EWM
857
Empirical Wealth Management
Washington
$776K +$54.6K +282 +7%
SEIA
858
Signature Estate & Investment Advisors
California
$775K -$5.03K -26 -0.6%
CWM
859
ClientFirst Wealth Management
Arkansas
$775K
FPW
860
Flagship Private Wealth
Massachusetts
$775K +$38.7K +200 +5%
KWA
861
Kingswood Wealth Advisors
California
$774K +$267K +1,380 +51%
LSA
862
Lion Street Advisors
Texas
$774K +$235K +1,212 +43%
ESB
863
Essex Savings Bank
Connecticut
$772K -$26.5K -137 -3%
QWM
864
Quadcap Wealth Management
Texas
$769K -$49.7K -257 -6%
P
865
Pitcairn
Pennsylvania
$762K +$774K +4,000 New
MA
866
MKT Advisors
California
$762K
MAMG
867
Milestone Asset Management Group
Connecticut
$760K +$10.1K +52 +1%
CFP
868
Catalyst Financial Partners
Massachusetts
$760K -$92.5K -478 -11%
MOS
869
MGO One Seven
Ohio
$758K +$176K +909 +30%
GFP
870
Guardian Financial Partners
California
$756K +$767K +3,965 New
PPA
871
Pacific Point Advisors
California
$755K
CCWM
872
Cassaday & Co Wealth Management
Virginia
$754K +$39.5K +204 +5%
HSBC Holdings
873
HSBC Holdings
United Kingdom
$754K -$19.4K -100 -2%
EB
874
Eastern Bank
Massachusetts
$751K -$230K -1,189 -23%
EWM
875
EPG Wealth Management
Georgia
$749K -$120K -620 -14%