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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KJWM
926
Kiley Juergens Wealth Management
Washington
$898K +$921K +4,252 New
CTC
927
Central Trust Company
Missouri
$889K +$433 +2 +0%
AP
928
Americana Partners
Texas
$885K +$15.6K +72 +2%
FCAS
929
First Command Advisory Services
Texas
$883K
RB
930
Renasant Bank
Mississippi
$873K -$953K -4,400 -52%
FFS
931
Founders Financial Securities
Maryland
$871K -$87.3K -403 -9%
OPWM
932
Oregon Pacific Wealth Management
Oregon
$870K +$8.66K +40 +1%
MMHP
933
Murphy Middleton Hinkle & Parker
Georgia
$869K +$892K +4,118 New
CPBTD
934
Central Pacific Bank - Trust Division
Hawaii
$869K +$35.1K +162 +4%
ML
935
Mayport LLC
Massachusetts
$868K +$890K +4,110 New
CPA
936
Capital Planning Advisors
California
$866K +$37.2K +172 +4%
EB
937
Eastern Bank
Massachusetts
$863K -$12.8K -59 -1%
FEM
938
Fulcrum Equity Management
Texas
$860K -$146K -672 -14%
CAI
939
Capital Advisors Inc
Oklahoma
$859K -$17.3K -80 -2%
CWM
940
ClientFirst Wealth Management
Arkansas
$859K
CPSC
941
Carl P. Sherr & Co
Massachusetts
$848K
IP
942
Integras Partners
Georgia
$847K +$869K +4,013 New
KCM
943
Key Capital Management
Tennessee
$847K +$507K +2,340 +140%
Russell Investments Group
944
Russell Investments Group
United Kingdom
$838K +$232K +1,070 +37%
PPA
945
Pacific Point Advisors
California
$837K
SW
946
SMART Wealth
Nebraska
$836K +$432K +1,997 +102%
EFG
947
Embree Financial Group
Illinois
$824K +$1.52K +7 +0.2%
AWMI
948
Aegis Wealth Management (Iowa)
Iowa
$819K -$159K -733 -16%
MPIA
949
Milestones Private Investment Advisors
New York
$818K -$26K -120 -3%
DCM
950
Dimension Capital Management
Florida
$818K