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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFA
876
Gallagher Fiduciary Advisors
Illinois
$749K +$193K +995 +34%
CPA
877
Capital Planning Advisors
California
$749K
TCBWMS
878
Texas Capital Bank Wealth Management Services
Texas
$746K +$263K +1,358 +53%
EFG
879
Embree Financial Group
Illinois
$742K +$194 +1 +0%
DCM
880
Dimension Capital Management
Florida
$738K
TSWM
881
Tyler-Stone Wealth Management
Ohio
$737K
SWP
882
Semus Wealth Partners
Florida
$734K +$224K +1,158 +43%
MMHP
883
Murphy Middleton Hinkle & Parker
Georgia
$733K +$28.4K +147 +4%
CAWM
884
Capital A Wealth Management
Pennsylvania
$728K -$781K -4,038 -51%
LCGC
885
Legacy Capital Group California
California
$725K -$25.2K -130 -3%
BW
886
Balance Wealth
Ohio
$718K +$729K +3,768 New
HIP
887
HUB Investment Partners
Texas
$716K +$7.35K +38 +1%
WCP
888
Wick Capital Partners
Pennsylvania
$711K -$78.2K -404 -10%
FIM
889
Freedom Investment Management
Connecticut
$710K +$721K +3,725 New
LWL
890
Leo Wealth LLC
Texas
$710K -$3.58M -18,526 -83%
AC
891
Apella Capital
Connecticut
$705K +$38.7K +200 +5%
FWTB
892
First Western Trust Bank
Colorado
$698K
LKWM
893
Lee-Kelleher Wealth Management
Maryland
$695K
FFG
894
Fortress Financial Group
Minnesota
$695K
CCA
895
Clarity Capital Advisors
Florida
$694K
CFO
896
CVA Family Office
Colorado
$691K
ES
897
Eagle Strategies
New York
$684K +$21.9K +113 +3%
AWM
898
Alterna Wealth Management
Texas
$681K +$221K +1,141 +47%
CIBC World Market
899
CIBC World Market
Ontario, Canada
$680K -$783K -4,047 -53%
CNB
900
Camden National Bank
Maine
$680K