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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
876
Acorn Wealth Advisors
Michigan
$302K – – –
CAG
877
Curtis Advisory Group
California
$302K – – –
EE
878
EWG Elevate
California
$300K -$3.03M -18,760 -91%
TCA
879
Transcend Capital Advisors
New Jersey
$299K -$12.1K -75 -4%
MFG
880
Merit Financial Group
Georgia
$299K -$1.46K -9 -0.5%
MYIA
881
Mount Yale Investment Advisors
Colorado
$299K – – –
PWP
882
Perfromance Wealth Partners
Illinois
$298K – – –
HKIMG
883
Hutchens & Kramer Investment Management Group
Indiana
$296K +$313K +1,938 New
CMP
884
Courage Miller Partners
Virginia
$296K -$5.5K -34 -2%
AF
885
Affiance Financial
Minnesota
$295K – – –
UCB
886
United Community Bank
South Carolina
$294K +$309K +1,913 New
SFWC
887
Strategic Family Wealth Counselors
New Jersey
$294K +$14.2K +88 +5%
WSTAM
888
Wilbanks Smith & Thomas Asset Management
Virginia
$292K +$76.8K +475 +33%
PIM
889
Progressive Investment Management
Oregon
$292K – – –
MC
890
Moors & Cabot
Massachusetts
$292K +$48.7K +301 +19%
CFO
891
Custos Family Office
Texas
$291K -$26K -161 -8%
SWP
892
ShoreHaven Wealth Partners
New Jersey
$289K – – –
CTB
893
Country Trust Bank
Illinois
$289K – – –
MMPW
894
Mitchell McLeod Pugh & Williams
Alabama
$288K – – –
OBWG
895
Onyx Bridge Wealth Group
New York
$288K – – –
PIFP
896
Partners in Financial Planning
Virginia
$285K -$1.94K -12 -0.6%
CIA
897
Capital Investment Advisors
Georgia
$284K +$298K +1,845 New
GIA
898
Guyasuta Investment Advisors
Pennsylvania
$283K – – –
ONST
899
Old North State Trust
North Carolina
$283K – – –
Vanguard Group
900
Vanguard Group
Pennsylvania
$280K -$20K -124 -6%