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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
876
Evanson Asset Management
California
$1.01M -$3.03K -14 -0.3%
AWMNH
877
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.01M +$233K +1,077 +29%
GC
878
GatePass Capital
Ohio
$1.01M -$216K -997 -17%
PPC
879
Park Place Capital
Alabama
$1.01M -$993K -4,584 -49%
FA
880
Fedenia Advisers
Wisconsin
$1.01M -$1.13M -5,206 -52%
PWA
881
Provenance Wealth Advisors
Florida
$998K – – –
OPWM
882
Oxinas Partners Wealth Management
Indiana
$997K +$187K +863 +22%
IWM
883
Iams Wealth Management
Nebraska
$994K +$6.93K +32 +0.7%
CSP
884
Cary Street Partners
Virginia
$987K -$18.4K -85 -2%
JSSH
885
J. Safra Sarasin Holding
$987K – – –
GFP
886
Guardian Financial Partners
California
$984K +$3.25K +15 +0.3%
SWA
887
Stratos Wealth Advisors
Ohio
$984K -$97K -448 -9%
T
888
Tidemark
California
$980K -$26.2K -121 -3%
AA
889
Armis Advisers
Georgia
$978K -$199K -920 -17%
ES
890
Eagle Strategies
New York
$977K +$107K +495 +12%
NEWAS
891
N.E.W. Advisory Services
Wisconsin
$976K +$40.1K +185 +4%
TA
892
Tactive Advisors
Florida
$975K +$16.2K +75 +2%
MC
893
Moors & Cabot
Massachusetts
$974K +$141K +649 +16%
CIBC World Market
894
CIBC World Market
Ontario, Canada
$972K +$91.8K +424 +10%
KIG
895
Kennedy Investment Group
New Jersey
$972K -$134K -619 -12%
GFA
896
Gallagher Fiduciary Advisors
Illinois
$970K -$90.1K -416 -8%
FWA
897
FSM Wealth Advisors
Ohio
$969K +$1.08K +5 +0.1%
MCM
898
Magnolia Capital Management
New York
$968K +$268K +1,240 +37%
FCP
899
Fidelis Capital Partners
Florida
$968K – – –
MAM
900
Milestone Asset Management
Pennsylvania
$968K +$992K +4,582 New