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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ES
901
Eagle Strategies
New York
$684K +$21.9K +113 +3%
AWM
902
Alterna Wealth Management
Texas
$681K +$221K +1,141 +47%
CIBC World Market
903
CIBC World Market
Ontario, Canada
$680K -$783K -4,047 -53%
CNB
904
Camden National Bank
Maine
$680K – – –
GWA
905
Geometric Wealth Advisors
District of Columbia
$679K – – –
VC
906
Veracity Capital
Georgia
$675K +$86.1K +445 +14%
NPFS
907
Novak & Powell Financial Services
Florida
$673K -$84.9K -439 -11%
DWS
908
Discipline Wealth Solutions
South Carolina
$668K -$131K -678 -16%
AFW
909
Avantra Family Wealth
Pennsylvania
$664K +$49.5K +256 +8%
LA
910
Lifeworks Advisors
Michigan
$661K +$209K +1,080 +45%
NG
911
Norden Group
Utah
$657K -$6.79M -35,073 -91%
PVI
912
Pine Valley Investments
New Jersey
$657K -$59.6K -308 -8%
IAS
913
Insigneo Advisory Services
Florida
$657K +$143K +741 +27%
RWM
914
Ritholtz Wealth Management
New York
$655K +$94.2K +487 +17%
JGIA
915
Jackson Grant Investment Advisers
Connecticut
$653K +$2.52K +13 +0.4%
KLI
916
Kelman-Lazarov Inc
Tennessee
$651K +$2.52K +13 +0.4%
GSEP
917
Golden State Equity Partners
California
$648K -$307K -1,589 -32%
LW
918
Linscomb Wealth
Texas
$647K – – –
EIA
919
Edgemoor Investment Advisors
Maryland
$647K – – –
PW
920
Potentia Wealth
California
$645K – – –
FC
921
Forte Capital
New York
$642K – – –
DAS
922
Dynamic Advisor Solutions
Arizona
$641K -$107K -555 -14%
CWM
923
C2C Wealth Management
Arizona
$639K +$4.84K +25 +0.8%
LA
924
Lynch & Associates
Indiana
$637K – – –
IIA
925
IPG Investment Advisors
California
$635K +$51.9K +268 +9%