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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
901
Matrix Private Capital Group
New York
$958K
AEPWM
902
Atlantic Edge Private Wealth Management
Florida
$958K
Neuberger Berman Group
903
Neuberger Berman Group
New York
$956K -$54.3K -251 -5%
MAWA
904
Moss Adams Wealth Advisors
Washington
$955K
VCM
905
Versant Capital Management
Arizona
$945K +$585K +2,702 +152%
MSWM
906
McGlone Suttner Wealth Management
Wisconsin
$944K
MA
907
MKT Advisors
California
$944K
SAG
908
SageView Advisory Group
California
$936K -$257K -1,187 -21%
AL
909
Aspiriant LLC
California
$936K +$22.7K +105 +2%
CIA
910
Cape Investment Advisory
Georgia
$931K +$9.53K +44 +1%
BP
911
Ballentine Partners
Massachusetts
$930K -$4.11K -19 -0.4%
MA
912
MBA Advisors
Pennsylvania
$926K -$2.6K -12 -0.3%
SC
913
SouthState Corp
Florida
$924K +$25.6K +118 +3%
EWM
914
Empirical Wealth Management
Washington
$923K +$89.2K +412 +10%
SCI
915
S&CO Inc
Massachusetts
$918K
QFA
916
Quattro Financial Advisors
Texas
$914K +$209K +965 +29%
FPW
917
Flagship Private Wealth
Massachusetts
$914K +$16.7K +77 +2%
LWM
918
LongView Wealth Management
Georgia
$909K -$4.76K -22 -0.5%
IAS
919
Insigneo Advisory Services
Florida
$906K +$41.1K +190 +5%
AF
920
ASL Financial
California
$906K +$242K +1,117 +35%
CWM
921
Connecticut Wealth Management
Connecticut
$905K -$50K -231 -5%
GWS
922
Glassman Wealth Services
Virginia
$902K
SPAS
923
Spectrum Planning & Advisory Services
California
$902K -$40.3K -186 -4%
SAM
924
Summit Asset Management
Tennessee
$901K -$4.98K -23 -0.5%
IWA
925
Inspirion Wealth Advisors
Illinois
$899K