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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
901
Davenport & Co
Virginia
$722K +$73.8K +372 +11%
GG
902
Greenwood Gearhart
Arkansas
$718K +$746K +3,763 New
PVI
903
Pine Valley Investments
New Jersey
$717K +$182K +920 +32%
CCWM
904
Cassaday & Co Wealth Management
Virginia
$716K +$992 +5 +0.1%
Wolverine Trading
905
Wolverine Trading
Illinois
$713K +$742K +3,741 New
BHIA
906
Birch Hill Investment Advisors
Massachusetts
$713K -$15.7K -79 -2%
BWA
907
BlueChip Wealth Advisors
Georgia
$713K +$353K +1,780 +91%
HIP
908
HUB Investment Partners
Texas
$710K +$68.6K +346 +10%
MMHP
909
Murphy Middleton Hinkle & Parker
Georgia
$706K -$4.17K -21 -0.6%
AC
910
Apella Capital
Connecticut
$705K +$228K +1,148 +45%
BFA
911
Beacon Financial Advisory
Ohio
$704K +$84.9K +428 +13%
SFA
912
Semmax Financial Advisors
North Carolina
$701K +$108K +542 +18%
FWTB
913
First Western Trust Bank
Colorado
$699K – – –
LKWM
914
Lee-Kelleher Wealth Management
Maryland
$696K +$723K +3,647 New
FFG
915
Fortress Financial Group
Minnesota
$696K +$723K +3,646 New
CCA
916
Clarity Capital Advisors
Florida
$695K – – –
CFO
917
CVA Family Office
Colorado
$692K – – –
AHC
918
Anderson Hoagland & Co
Missouri
$692K – – –
AWA
919
ARQ Wealth Advisors
Arizona
$689K +$13.7K +69 +2%
SHF
920
Stage Harbor Financial
Massachusetts
$684K -$40.5K -204 -5%
CNB
921
Camden National Bank
Maine
$681K +$707K +3,566 New
GWA
922
Geometric Wealth Advisors
District of Columbia
$680K – – –
ES
923
Eagle Strategies
New York
$663K +$63.5K +320 +10%
ICMM
924
Integrated Capital Management (Michigan)
Michigan
$662K +$3.77K +19 +0.6%
WPW
925
Watershed Private Wealth
Illinois
$661K -$223K -1,124 -25%