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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
976
Castleview Partners
Texas
$824K +$811K +3,630 New
CFO
977
CVA Family Office
Colorado
$824K – – –
IAS
978
Insigneo Advisory Services
Florida
$819K -$152K -682 -16%
HWM
979
Hohimer Wealth Management
Washington
$819K -$458K -2,050 -36%
EWS
980
Evergreen Wealth Solutions
Pennsylvania
$818K +$342K +1,533 +81%
AT
981
American Trust
Kentucky
$816K +$18.3K +82 +2%
GWA
982
Geometric Wealth Advisors
District of Columbia
$814K – – –
KPWG
983
KFA Private Wealth Group
Virginia
$814K +$801K +3,584 New
SEM
984
Strategic Equity Management
Arizona
$810K -$9.16K -41 -1%
AHC
985
Anderson Hoagland & Co
Missouri
$809K – – –
LFG
986
Lockerman Financial Group
California
$808K -$11.8K -53 -1%
Kovitz Investment Group Partners
987
Kovitz Investment Group Partners
Illinois
$806K -$5.81K -26 -0.7%
AWMI
988
Aegis Wealth Management (Iowa)
Iowa
$806K -$73K -327 -8%
DFC
989
DBK Financial Counsel
Ohio
$806K -$582K -2,604 -42%
EBA
990
Eagle Bay Advisors
New York
$805K +$792K +3,545 New
OCWP
991
Owl Creek Wealth Partners
Colorado
$805K -$59.9K -268 -7%
EWA
992
Exit Wealth Advisors
Georgia
$794K -$8.94K -40 -1%
FTWA
993
Fifth Third Wealth Advisors
Ohio
$787K +$390K +1,745 +101%
KWM
994
KRM Wealth Management
Nevada
$786K +$3.13K +14 +0.4%
JGIA
995
Jackson Grant Investment Advisers
Connecticut
$785K +$2.9K +13 +0.4%
GIM
996
Goelzer Investment Management
Indiana
$784K +$90.5K +405 +13%
VWA
997
VERITY Wealth Advisors
United States
$783K – – –
NG
998
Norden Group
Utah
$780K – – –
KLI
999
Kelman-Lazarov Inc
Tennessee
$776K – – –
PGF
1000
Plan Group Financial
Oklahoma
$776K -$1.56K -7 -0.2%