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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
951
StoneX Group
New York
$436K -$14.2K -78 -3%
LFG
952
Larson Financial Group
Missouri
$436K +$37.3K +205 +9%
CIC
953
Carnegie Investment Counsel
Ohio
$436K -$108K -591 -20%
APW
954
Aurora Private Wealth
New Jersey
$434K +$14.4K +79 +3%
HIIFS
955
Harel Insurance Investments & Financial Services
Israel
$431K – – –
RCG
956
Regatta Capital Group
California
$431K – – –
PCI
957
Planning Center Inc
Illinois
$428K -$12.2K -67 -3%
JAG
958
Journey Advisory Group
Kentucky
$428K – – –
PWA
959
Peterson Wealth Advisors
Utah
$427K -$9.47K -52 -2%
DWS
960
Discipline Wealth Solutions
South Carolina
$426K +$426K +2,341 New
HC
961
Hara Capital
Washington
$425K -$43.7K -240 -9%
CPIA
962
Cornell Pochily Investment Advisors
New York
$424K +$27.3K +150 +7%
FIB
963
First Interstate Bank
Montana
$422K -$5.65K -31 -1%
BMWM
964
Brown Miller Wealth Management
Virginia
$421K -$48.6K -267 -10%
National Bank of Canada
965
National Bank of Canada
Quebec, Canada
$419K -$2.73K -15 -0.6%
DWM
966
Dakota Wealth Management
Florida
$416K +$11.5K +63 +3%
RMCM
967
Reynders McVeigh Capital Management
Massachusetts
$416K – – –
CWM
968
Cabot Wealth Management
Massachusetts
$416K -$20.2K -111 -5%
OCPWS
969
One Charles Private Wealth Services
Massachusetts
$414K – – –
CPSAC
970
Chas P. Smith & Associates (CPS)
Florida
$414K -$36.4K -200 -8%
GCIM
971
Gunn & Company Investment Management
Florida
$414K +$414K +2,273 New
EW
972
Element Wealth
Mississippi
$410K -$13.8K -76 -3%
RWM
973
Rockwood Wealth Management
Pennsylvania
$410K +$410K +2,250 New
BZWA
974
Blue Zone Wealth Advisors
California
$409K -$33K -181 -7%
USB
975
Union Savings Bank
Connecticut
$408K – – –