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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWI
901
Facet Wealth Inc
Maryland
$971K +$223K +1,063 +31%
TA
902
Tactive Advisors
Florida
$963K -$92.2K -440 -9%
MPCG
903
Matrix Private Capital Group
New York
$963K
AEPWM
904
Atlantic Edge Private Wealth Management
Florida
$962K
YCM
905
Yousif Capital Management
Michigan
$960K +$942K +4,493 New
MAWA
906
Moss Adams Wealth Advisors
Washington
$960K
BEI
907
Benjamin Edwards Inc
Missouri
$958K +$675K +3,223 +249%
CWM
908
Connecticut Wealth Management
Connecticut
$957K -$50.3K -240 -5%
MA
909
MKT Advisors
California
$956K
SCM
910
SB Capital Management
California
$953K +$942K +4,494 New
MSWM
911
McGlone Suttner Wealth Management
Wisconsin
$948K
SPAS
912
Spectrum Planning & Advisory Services
California
$945K +$19.1K +91 +2%
NEWAS
913
N.E.W. Advisory Services
Wisconsin
$941K
BP
914
Ballentine Partners
Massachusetts
$938K -$209K -996 -18%
FFS
915
Founders Financial Securities
Maryland
$936K +$297K +1,417 +47%
MA
916
MBA Advisors
Pennsylvania
$932K +$19.1K +91 +2%
CIA
917
Cape Investment Advisory
Georgia
$926K +$380K +1,814 +71%
SCI
918
S&CO Inc
Massachusetts
$922K
AL
919
Aspiriant LLC
California
$918K +$21.6K +103 +2%
QCM
920
QRG Capital Management
Illinois
$913K +$437K +2,085 +94%
LWM
921
LongView Wealth Management
Georgia
$912K +$489K +2,334 +125%
CFG
922
Cooper Financial Group
California
$911K -$59.3K -283 -6%
SAM
923
Summit Asset Management
Tennessee
$910K -$28.1K -134 -3%
Deutsche Bank
924
Deutsche Bank
Germany
$909K +$486K +2,317 +118%
EI
925
EFG International
$908K +$897K +4,282 New