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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
876
Pennsylvania Capital Management
Pennsylvania
$1.07M – – –
TWA
877
Talisman Wealth Advisors
New Jersey
$1.07M +$438K +2,092 +72%
MSA
878
Marino Stram & Associates
Massachusetts
$1.06M -$10.1K -48 -0.9%
GFA
879
Gallagher Fiduciary Advisors
Illinois
$1.06M +$209K +999 +25%
WPW
880
Waldron Private Wealth
Pennsylvania
$1.06M – – –
NFW
881
Noble Family Wealth
Florida
$1.06M – – –
KWA
882
Kingswood Wealth Advisors
California
$1.06M +$40.7K +194 +4%
BC
883
BDFS Capital
Delaware
$1.06M +$1.05M +4,992 New
ACM
884
Advisors Capital Management
New Jersey
$1.06M +$236K +1,127 +29%
AWA
885
Asempa Wealth Advisors
Louisiana
$1.05M +$1.04M +4,967 New
EAM
886
Evanson Asset Management
California
$1.02M +$4.19K +20 +0.4%
JSSH
887
J. Safra Sarasin Holding
$1.02M – – –
Neuberger Berman Group
888
Neuberger Berman Group
New York
$1.01M +$403K +1,924 +67%
GCA
889
Gallagher Capital Advisors
Texas
$1.01M +$4.61K +22 +0.5%
T
890
Tidemark
California
$1.01M -$15M -71,568 -94%
CSP
891
Cary Street Partners
Virginia
$1.01M -$17.8K -85 -2%
FEM
892
Fulcrum Equity Management
Texas
$1.01M +$304K +1,450 +44%
PWA
893
Provenance Wealth Advisors
Florida
$1M – – –
PWM
894
Parkway Wealth Management
Texas
$997K +$985K +4,702 New
IWM
895
Iams Wealth Management
Nebraska
$992K +$25.6K +122 +3%
IIC
896
Integrated Investment Consultants
Michigan
$988K -$136K -650 -12%
GFP
897
Guardian Financial Partners
California
$985K +$136K +649 +16%
CRC
898
Curi RMB Capital
Illinois
$978K -$575K -2,744 -37%
AWMI
899
Aegis Wealth Management (Iowa)
Iowa
$978K +$966K +4,610 New
FCP
900
Fidelis Capital Partners
Florida
$972K – – –