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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
876
MN Wealth Advisors
Kansas
$797K +$457K +2,456 +152%
CWM
877
ClientFirst Wealth Management
Arkansas
$795K – – –
LA
878
Lifeworks Advisors
Michigan
$793K +$109K +587 +17%
MC
879
Moors & Cabot
Massachusetts
$790K -$6.33K -34 -0.8%
GSWM
880
Golden State Wealth Management
California
$785K +$306K +1,644 +69%
P
881
Pitcairn
Pennsylvania
$782K – – –
MPIA
882
Milestones Private Investment Advisors
New York
$781K +$744K +3,995 New
VC
883
Veracity Capital
Georgia
$780K +$83.8K +450 +13%
Qube Research & Technologies (QRT)
884
Qube Research & Technologies (QRT)
United Kingdom
$778K +$541K +2,903 +269%
GFP
885
Guardian Financial Partners
California
$778K +$2.98K +16 +0.4%
QWM
886
Quadcap Wealth Management
Texas
$777K -$11.7K -63 -2%
PPA
887
Pacific Point Advisors
California
$775K – – –
HSBC Holdings
888
HSBC Holdings
United Kingdom
$772K -$931 -5 -0.1%
WPW
889
Watershed Private Wealth
Illinois
$769K -$29.2K -157 -4%
CPA
890
Capital Planning Advisors
California
$768K – – –
EFG
891
Embree Financial Group
Illinois
$763K +$2.05K +11 +0.3%
ACM
892
Advisors Capital Management
New Jersey
$759K -$87.9K -472 -11%
DCM
893
Dimension Capital Management
Florida
$757K – – –
GS
894
GTS Securities
Florida
$756K +$721K +3,871 New
TSWM
895
Tyler-Stone Wealth Management
Ohio
$756K – – –
HIP
896
HUB Investment Partners
Texas
$753K +$17.5K +94 +3%
AC
897
Apella Capital
Connecticut
$749K -$18.4K -99 -3%
EWM
898
Empirical Wealth Management
Washington
$741K -$52K -279 -7%
DCM
899
Donaldson Capital Management
Indiana
$740K +$146K +784 +26%
MMHP
900
Murphy Middleton Hinkle & Parker
Georgia
$733K – – –