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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
951
Peterson Wealth Advisors
Utah
$448K +$53.1K +299 +14%
CWM
952
Cabot Wealth Management
Massachusetts
$448K -$87.1K -490 -17%
WTB
953
Washington Trust Bank
Washington
$448K +$65.6K +369 +18%
AC
954
Apella Capital
Connecticut
$447K +$213K +1,198 +98%
CWS
955
Confluence Wealth Services
Pennsylvania
$447K +$5.51K +31 +1%
SFA
956
Semmax Financial Advisors
North Carolina
$444K +$287K +1,614 +202%
HIIFS
957
Harel Insurance Investments & Financial Services
Israel
$443K
RCG
958
Regatta Capital Group
California
$442K
VWA
959
Visionary Wealth Advisors
Illinois
$441K +$4.09K +23 +1%
JSL
960
JT Stratford LLC
Georgia
$440K +$419K +2,358 New
KHC
961
Koesten Hirschmann & Crabtree
Kansas
$440K +$419K +2,355 New
FIB
962
First Interstate Bank
Montana
$439K
JAG
963
Journey Advisory Group
Kentucky
$439K
ECM
964
Evergreen Capital Management
Washington
$438K
RIA
965
Realta Investment Advisors
Delaware
$436K -$23.5K -132 -5%
EW
966
Element Wealth
Mississippi
$435K +$26.8K +151 +7%
KDA
967
Kraft Davis & Associates
Missouri
$431K
APW
968
Aurora Private Wealth
New Jersey
$430K -$27K -152 -6%
National Bank of Canada
969
National Bank of Canada
Quebec, Canada
$430K -$65.6K -369 -14%
RMCM
970
Reynders McVeigh Capital Management
Massachusetts
$427K -$19.6K -110 -5%
OCPWS
971
One Charles Private Wealth Services
Massachusetts
$425K
USB
972
Union Savings Bank
Connecticut
$419K
KIA
973
KCM Investment Advisors
California
$418K
CSWM
974
Cassady Schiller Wealth Management
Ohio
$418K +$12.3K +69 +3%
EWA
975
EverSource Wealth Advisors
Alabama
$416K +$360K +2,023 +663%