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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
951
Pacific Point Advisors
California
$841K – – –
EWM
952
Empirical Wealth Management
Washington
$840K -$136K -648 -14%
CPBTD
953
Central Pacific Bank - Trust Division
Hawaii
$838K +$387K +1,845 +88%
HSBC Holdings
954
HSBC Holdings
United Kingdom
$838K – – –
CPA
955
Capital Planning Advisors
California
$833K – – –
VC
956
Veracity Capital
Georgia
$828K +$22K +105 +3%
CFP
957
Catalyst Financial Partners
Massachusetts
$827K +$28.5K +136 +4%
EFG
958
Embree Financial Group
Illinois
$826K +$1.89K +9 +0.2%
CFG
959
Compass Financial Group
Ohio
$826K +$817K +3,896 New
WPW
960
Watershed Private Wealth
Illinois
$826K – – –
DCM
961
Dimension Capital Management
Florida
$821K – – –
TCBWMS
962
Texas Capital Bank Wealth Management Services
Texas
$820K +$59.5K +284 +8%
STA
963
Summit Trail Advisors
New York
$819K -$11.5K -55 -1%
OPWM
964
Oxinas Partners Wealth Management
Indiana
$818K -$867K -4,137 -52%
IIA
965
IPG Investment Advisors
California
$815K -$11.5K -55 -1%
TNB
966
Thomasville National Bank
Georgia
$811K -$68.1K -325 -8%
BF
967
Blankinship & Foster
California
$811K -$5.03K -24 -0.6%
WCP
968
Wick Capital Partners
Pennsylvania
$810K -$9.85K -47 -1%
JFG
969
JMG Financial Group
Illinois
$802K -$20.1K -96 -2%
LA
970
Latitude Advisors
Florida
$802K +$214K +1,019 +37%
NPFS
971
Novak & Powell Financial Services
Florida
$801K +$210 +1 +0%
AWM
972
Activest Wealth Management
Florida
$799K +$329K +1,569 +71%
LEA
973
Legacy Edge Advisors
New York
$791K +$183K +875 +31%
BHIA
974
Birch Hill Investment Advisors
Massachusetts
$790K -$126K -600 -14%
NB
975
NBT Bank
New York
$789K +$1.05K +5 +0.1%