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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
951
Clayton Financial Group
Missouri
$450K +$428K +2,407 New
OIS
952
Okabena Investment Services
Minnesota
$448K – – –
PWA
953
Peterson Wealth Advisors
Utah
$448K +$53.1K +299 +14%
CWM
954
Cabot Wealth Management
Massachusetts
$448K -$87.1K -490 -17%
WTB
955
Washington Trust Bank
Washington
$448K +$65.6K +369 +18%
AC
956
Apella Capital
Connecticut
$447K +$213K +1,198 +98%
CWS
957
Confluence Wealth Services
Pennsylvania
$447K +$5.51K +31 +1%
SFA
958
Semmax Financial Advisors
North Carolina
$444K +$287K +1,614 +202%
HIIFS
959
Harel Insurance Investments & Financial Services
Israel
$443K – – –
RCG
960
Regatta Capital Group
California
$442K – – –
VWA
961
Visionary Wealth Advisors
Illinois
$441K +$4.09K +23 +1%
JSL
962
JT Stratford LLC
Georgia
$440K +$419K +2,358 New
KHC
963
Koesten Hirschmann & Crabtree
Kansas
$440K +$419K +2,355 New
FIB
964
First Interstate Bank
Montana
$439K – – –
JAG
965
Journey Advisory Group
Kentucky
$439K – – –
ECM
966
Evergreen Capital Management
Washington
$438K – – –
RIA
967
Realta Investment Advisors
Delaware
$436K -$23.5K -132 -5%
EW
968
Element Wealth
Mississippi
$435K +$26.8K +151 +7%
KDA
969
Kraft Davis & Associates
Missouri
$431K – – –
APW
970
Aurora Private Wealth
New Jersey
$430K -$27K -152 -6%
National Bank of Canada
971
National Bank of Canada
Quebec, Canada
$430K -$65.6K -369 -14%
RMCM
972
Reynders McVeigh Capital Management
Massachusetts
$427K -$19.6K -110 -5%
OCPWS
973
One Charles Private Wealth Services
Massachusetts
$425K – – –
USB
974
Union Savings Bank
Connecticut
$419K – – –
KIA
975
KCM Investment Advisors
California
$418K – – –