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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
901
JTC Employer Solutions Trustee
Jersey
$174K – – –
RG
902
Retirement Group
California
$173K -$149K -1,053 -44%
CP
903
Covenant Partners
Tennessee
$169K – – –
HWMA
904
Heritage Wealth Management (Arizona)
Arizona
$169K +$1.13K +8 +0.6%
CHA
905
Carmichael Hill & Associates
Maryland
$167K +$35.6K +251 +24%
HBW
906
Hazlett, Burt & Watson
West Virginia
$166K +$4.96K +35 +3%
SWM
907
Sugarloaf Wealth Management
Georgia
$164K – – –
FFA
908
Founders Financial Alliance
North Carolina
$155K -$52.6K -371 -24%
HPC
909
HM Payson & Co
Maine
$153K – – –
FCMT
910
Founders Capital Management (Texas)
Texas
$151K -$9.35K -66 -5%
TH
911
TCTC Holdings
Texas
$151K – – –
BWL
912
Bogart Wealth LLC
Virginia
$150K +$20.3K +143 +14%
MIFH
913
Migdal Insurance & Financial Holdings
Israel
$148K – – –
Lazard Asset Management
914
Lazard Asset Management
New York
$147K – – –
RCM
915
Raleigh Capital Management
North Carolina
$143K +$51.4K +363 +48%
FA
916
Faithward Advisors
Pennsylvania
$141K – – –
TCOV
917
Trust Company of Vermont
Vermont
$140K -$2.41K -17 -2%
ANBT
918
American National Bank & Trust
Texas
$140K +$154K +1,087 New
LPIC
919
LeJeune Puetz Investment Counsel
Michigan
$138K – – –
EWM
920
Evermay Wealth Management
Virginia
$137K +$77.9K +550 +106%
VWM
921
Valley Wealth Managers
New Jersey
$132K -$30.5K -215 -17%
BA
922
Ballast Advisors
Minnesota
$130K – – –
ZIG
923
Zullo Investment Group
Pennsylvania
$129K -$850 -6 -0.6%
MAWCM
924
Mine & Arao Wealth Creation & Management
California
$127K – – –
MCM
925
Manchester Capital Management
Vermont
$125K -$10.1K -71 -7%