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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
876
Cassaday & Co Wealth Management
Virginia
$754K +$39.5K +204 +5%
HSBC Holdings
877
HSBC Holdings
United Kingdom
$754K -$19.4K -100 -2%
EB
878
Eastern Bank
Massachusetts
$751K -$230K -1,189 -23%
EWM
879
EPG Wealth Management
Georgia
$749K -$120K -620 -14%
GFA
880
Gallagher Fiduciary Advisors
Illinois
$749K +$193K +995 +34%
CPA
881
Capital Planning Advisors
California
$749K – – –
TCBWMS
882
Texas Capital Bank Wealth Management Services
Texas
$746K +$263K +1,358 +53%
EFG
883
Embree Financial Group
Illinois
$742K +$194 +1 +0%
DCM
884
Dimension Capital Management
Florida
$738K – – –
TSWM
885
Tyler-Stone Wealth Management
Ohio
$737K – – –
SWP
886
Semus Wealth Partners
Florida
$734K +$224K +1,158 +43%
MMHP
887
Murphy Middleton Hinkle & Parker
Georgia
$733K +$28.4K +147 +4%
CAWM
888
Capital A Wealth Management
Pennsylvania
$728K -$781K -4,038 -51%
LCGC
889
Legacy Capital Group California
California
$725K -$25.2K -130 -3%
BW
890
Balance Wealth
Ohio
$718K +$729K +3,768 New
HIP
891
HUB Investment Partners
Texas
$716K +$7.35K +38 +1%
WCP
892
Wick Capital Partners
Pennsylvania
$711K -$78.2K -404 -10%
FIM
893
Freedom Investment Management
Connecticut
$710K +$721K +3,725 New
LWL
894
Leo Wealth LLC
Texas
$710K -$3.58M -18,526 -83%
AC
895
Apella Capital
Connecticut
$705K +$38.7K +200 +5%
FWTB
896
First Western Trust Bank
Colorado
$698K – – –
LKWM
897
Lee-Kelleher Wealth Management
Maryland
$695K – – –
FFG
898
Fortress Financial Group
Minnesota
$695K – – –
CCA
899
Clarity Capital Advisors
Florida
$694K – – –
CFO
900
CVA Family Office
Colorado
$691K – – –