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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
926
Parsons Capital Management
Rhode Island
$659K -$7.93K -40 -1%
FA
927
Fedenia Advisers
Wisconsin
$659K +$684K +3,450 New
SAI
928
Savvy Advisors Inc
New York
$654K +$139K +701 +26%
JGIA
929
Jackson Grant Investment Advisers
Connecticut
$652K +$3.57K +18 +0.5%
KLI
930
Kelman-Lazarov Inc
Tennessee
$650K – – –
AT
931
American Trust
Kentucky
$650K +$675K +3,404 New
LW
932
Linscomb Wealth
Texas
$648K -$2.78K -14 -0.4%
EIA
933
Edgemoor Investment Advisors
Maryland
$648K – – –
PW
934
Potentia Wealth
California
$646K +$671K +3,384 New
WEG
935
World Equity Group
Illinois
$646K +$272K +1,372 +68%
APC
936
Aspire Private Capital
North Carolina
$646K -$35.7K -180 -5%
FC
937
Forte Capital
New York
$643K – – –
LA
938
Lynch & Associates
Indiana
$638K -$2.78K -14 -0.4%
Millennium Management
939
Millennium Management
New York
$636K +$333K +1,678 +101%
MC
940
Moors & Cabot
Massachusetts
$635K +$58.5K +295 +10%
CWM
941
C2C Wealth Management
Arizona
$635K – – –
CWMGP
942
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$631K – – –
EWA
943
EverSource Wealth Advisors
Alabama
$631K +$20.6K +104 +3%
FPGK
944
Financial Partners Group (Kansas)
Kansas
$625K +$6.74K +34 +1%
FFA
945
Florida Financial Advisors
Florida
$625K +$649K +3,274 New
PFG
946
Pinnacle Financial Group
Illinois
$622K +$198 +1 +0%
S
947
SignatureFD
Georgia
$622K -$10.7K -54 -2%
NW
948
NewEdge Wealth
Pennsylvania
$621K +$52K +262 +9%
JSL
949
JT Stratford LLC
Georgia
$617K -$385K -1,941 -38%
SDAM
950
Shulman DeMeo Asset Management
New York
$616K +$3.37K +17 +0.5%