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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BM
901
Berman McAleer
Maryland
$967K – – –
IIC
902
Integrated Investment Consultants
Michigan
$966K -$18.6K -86 -2%
KWA
903
Kingswood Wealth Advisors
California
$965K -$93.3K -431 -9%
MPCG
904
Matrix Private Capital Group
New York
$958K – – –
AEPWM
905
Atlantic Edge Private Wealth Management
Florida
$958K – – –
Neuberger Berman Group
906
Neuberger Berman Group
New York
$956K -$54.3K -251 -5%
MAWA
907
Moss Adams Wealth Advisors
Washington
$955K – – –
VCM
908
Versant Capital Management
Arizona
$945K +$585K +2,702 +152%
MSWM
909
McGlone Suttner Wealth Management
Wisconsin
$944K – – –
MA
910
MKT Advisors
California
$944K – – –
SAG
911
SageView Advisory Group
California
$936K -$257K -1,187 -21%
AL
912
Aspiriant LLC
California
$936K +$22.7K +105 +2%
CIA
913
Cape Investment Advisory
Georgia
$931K +$9.53K +44 +1%
BP
914
Ballentine Partners
Massachusetts
$930K -$4.11K -19 -0.4%
MA
915
MBA Advisors
Pennsylvania
$926K -$2.6K -12 -0.3%
SC
916
SouthState Corp
Florida
$924K +$25.6K +118 +3%
EWM
917
Empirical Wealth Management
Washington
$923K +$89.2K +412 +10%
SCI
918
S&CO Inc
Massachusetts
$918K – – –
QFA
919
Quattro Financial Advisors
Texas
$914K +$209K +965 +29%
FPW
920
Flagship Private Wealth
Massachusetts
$914K +$16.7K +77 +2%
LWM
921
LongView Wealth Management
Georgia
$909K -$4.76K -22 -0.5%
IAS
922
Insigneo Advisory Services
Florida
$906K +$41.1K +190 +5%
AF
923
ASL Financial
California
$906K +$242K +1,117 +35%
CWM
924
Connecticut Wealth Management
Connecticut
$905K -$50K -231 -5%
GWS
925
Glassman Wealth Services
Virginia
$902K – – –