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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
876
Founders Financial Securities
Maryland
$412K +$14.5K +90 +4%
RCG
877
Regatta Capital Group
California
$412K +$2.89K +18 +0.8%
HIIFS
878
Harel Insurance Investments & Financial Services
Israel
$411K – – –
CWS
879
Confluence Wealth Services
Pennsylvania
$410K – – –
FIB
880
First Interstate Bank
Montana
$409K – – –
KDA
881
Kraft Davis & Associates
Missouri
$409K -$44.4K -276 -11%
JAG
882
Journey Advisory Group
Kentucky
$408K – – –
LJAC
883
L.J. Altfest & Co
New York
$408K +$2.41K +15 +0.6%
ECM
884
Evergreen Capital Management
Washington
$407K – – –
VWA
885
Visionary Wealth Advisors
Illinois
$406K -$21.5K -134 -5%
SW
886
SteelPeak Wealth
California
$404K +$2.25K +14 +0.6%
BO
887
Bank OZK
Arkansas
$402K +$111K +690 +43%
1WM
888
1900 Wealth Management
Texas
$400K -$507K -3,154 -58%
OWA
889
One Wealth Advisors
California
$399K -$30.7K -191 -8%
NS
890
NBC Securities
Alabama
$398K – – –
OCPWS
891
One Charles Private Wealth Services
Massachusetts
$396K – – –
HBW
892
Hazlett, Burt & Watson
West Virginia
$395K +$84.2K +524 +30%
SOS
893
Silver Oak Securities
Tennessee
$392K -$4.02K -25 -1%
BWL
894
Bogart Wealth LLC
Virginia
$390K -$46.9K -292 -12%
USB
895
Union Savings Bank
Connecticut
$390K -$76.8K -478 -18%
TWM
896
Tradition Wealth Management
Minnesota
$390K +$804 +5 +0.2%
KIA
897
KCM Investment Advisors
California
$389K – – –
T2I
898
Turim 21 Investimentos
Brazil
$387K – – –
CAM
899
Concorde Asset Management
Michigan
$387K -$78K -485 -18%
Kovitz Investment Group Partners
900
Kovitz Investment Group Partners
Illinois
$383K – – –