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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
976
Carmichael Hill & Associates
Maryland
$197K
HBW
977
Hazlett, Burt & Watson
West Virginia
$195K +$151 +1 +0.1%
SWM
978
Sugarloaf Wealth Management
Georgia
$192K
BWL
979
Bogart Wealth LLC
Virginia
$191K +$14.4K +95 +8%
SFFS
980
Stonehage Fleming Financial Services
Jersey
$189K +$71K +470 +61%
HPC
981
HM Payson & Co
Maine
$181K +$180K +1,191 New
ACA
982
Atlas Capital Advisors
Wyoming
$180K +$179K +1,186 New
TH
983
TCTC Holdings
Texas
$178K
FCMT
984
Founders Capital Management (Texas)
Texas
$178K
Lazard Asset Management
985
Lazard Asset Management
New York
$174K
NSG
986
Nalls Sherbakoff Group
Tennessee
$172K +$174K +1,150 New
TCOV
987
Trust Company of Vermont
Vermont
$164K
LPIC
988
LeJeune Puetz Investment Counsel
Michigan
$163K
APW
989
Atlantic Private Wealth
North Carolina
$159K +$159K +1,051 New
MIM
990
Macroview Investment Management
Maryland
$156K +$127K +842 +453%
VWM
991
Valley Wealth Managers
New Jersey
$156K
BA
992
Ballast Advisors
Minnesota
$154K -$907 -6 -0.6%
AAG
993
Armstrong Advisory Group
Massachusetts
$154K -$43.1K -285 -22%
MAWCM
994
Mine & Arao Wealth Creation & Management
California
$150K +$302 +2 +0.2%
EWP
995
Elevation Wealth Partners
California
$146K +$146K +965 New
MFC
996
Mechanics Financial Corp
Ohio
$140K
BA
997
Bellwether Advisors
Nebraska
$138K +$4.68K +31 +4%
CT
998
Colonial Trust
South Carolina
$136K -$26.6K -176 -16%
HCM
999
Hollencrest Capital Management
California
$134K
PWM
1000
Provident Wealth Management
Tennessee
$129K