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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
876
ClientFirst Wealth Management
Arkansas
$776K +$806K +4,066 New
PPA
877
Pacific Point Advisors
California
$776K +$786K +3,964 New
CST
878
Charles Schwab Trust
Nevada
$776K – – –
HSBC Holdings
879
HSBC Holdings
United Kingdom
$774K -$159K -800 -16%
WCM
880
WealthTrak Capital Management
Virginia
$770K +$800K +4,033 New
NPFS
881
Novak & Powell Financial Services
Florida
$758K +$66.6K +336 +9%
MAMG
882
Milestone Asset Management Group
Connecticut
$752K +$781K +3,937 New
LCGC
883
Legacy Capital Group California
California
$751K +$33.1K +167 +4%
CPA
884
Capital Planning Advisors
California
$750K -$43.6K -220 -5%
Vanguard Group
885
Vanguard Group
Pennsylvania
$750K -$2.18K -11 -0.3%
DAS
886
Dynamic Advisor Solutions
Arizona
$748K -$577K -2,907 -43%
Empower Advisory Group
887
Empower Advisory Group
Colorado
$744K +$86.5K +436 +13%
RFA
888
Resurgent Financial Advisors
Georgia
$743K -$181K -913 -19%
EFG
889
Embree Financial Group
Illinois
$743K +$4.96K +25 +0.6%
SOS
890
Silver Oak Securities
Tennessee
$742K +$558K +2,815 +261%
WTC
891
WhitTier Trust Company
Nevada
$739K – – –
DCM
892
Dimension Capital Management
Florida
$739K +$18.4K +93 +2%
FNT
893
First National Trust
Pennsylvania
$739K – – –
TSWM
894
Tyler-Stone Wealth Management
Ohio
$738K -$53.6K -270 -7%
FPW
895
Flagship Private Wealth
Massachusetts
$738K +$60.9K +307 +9%
LA
896
LexAurum Advisors
Kansas
$734K +$245K +1,233 +47%
CP
897
Coho Partners
Pennsylvania
$734K +$762K +3,843 New
CCG
898
Catalina Capital Group
California
$726K +$58.5K +295 +8%
PWMAG
899
Pinnacle Wealth Management Advisory Group
New Jersey
$723K +$421K +2,125 +128%
EWM
900
Empirical Wealth Management
Washington
$723K +$11.7K +59 +2%