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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
926
Brown Miller Wealth Management
Virginia
$482K – – –
HC
927
Hara Capital
Washington
$481K – – –
EWM
928
Executive Wealth Management
Michigan
$480K +$1.6K +9 +0.3%
IW
929
Imprint Wealth
South Carolina
$479K +$459K +2,580 New
SSW
930
Stone Summit Wealth
Florida
$478K – – –
LWM
931
LJI Wealth Management
Indiana
$478K -$129K -723 -22%
Empower Advisory Group
932
Empower Advisory Group
Colorado
$477K +$73.8K +415 +19%
IRAG
933
Investment Research & Advisory Group
Georgia
$475K – – –
EI
934
Ellevest Inc
New York
$472K +$178 +1 +0%
FNT
935
First National Trust
Pennsylvania
$469K -$21.5K -121 -5%
O3W
936
Omni 360 Wealth
New Jersey
$468K +$445K +2,503 New
HNWAG
937
High Net Worth Advisory Group
Florida
$467K – – –
CIAS
938
Capital Investment Advisory Services
North Carolina
$465K -$2.67K -15 -0.6%
NRC
939
New Republic Capital
North Carolina
$465K +$226K +1,271 +105%
4WM
940
4J Wealth Management
Virginia
$462K -$11.6K -65 -3%
CPSAC
941
Chas P. Smith & Associates (CPS)
Florida
$462K – – –
SG
942
StoneX Group
New York
$462K -$378K -2,124 -46%
AIP
943
Almanack Investment Partners
Pennsylvania
$457K -$78.2K -440 -15%
PVI
944
Pine Valley Investments
New Jersey
$457K -$266K -1,497 -38%
EPA
945
Element Pointe Advisors
Florida
$456K – – –
WCG
946
Weaver Consulting Group
California
$454K -$38.9K -219 -8%
BZWA
947
Blue Zone Wealth Advisors
California
$453K +$7.64K +43 +2%
LA
948
LexAurum Advisors
Kansas
$452K +$431K +2,422 New
PCI
949
Planning Center Inc
Illinois
$452K -$613K -3,448 -59%
HTC
950
Haverford Trust Company
Pennsylvania
$450K – – –