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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
976
Lion Street Advisors
Texas
$475K +$59.6K +314 +15%
CNBT
977
Canandaigua National Bank & Trust
New York
$475K +$457K +2,407 New
OIS
978
Okabena Investment Services
Minnesota
$473K
LFG
979
Larson Financial Group
Missouri
$473K +$380 +2 +0.1%
APW
980
Aurora Private Wealth
New Jersey
$471K +$950 +5 +0.2%
RCG
981
Regatta Capital Group
California
$470K +$3.61K +19 +0.8%
FIM
982
Freedom Investment Management
Connecticut
$469K +$452K +2,379 New
BZWA
983
Blue Zone Wealth Advisors
California
$469K +$24.9K +131 +6%
CIC
984
Carnegie Investment Counsel
Ohio
$467K -$4.75K -25 -1%
ECM
985
Evergreen Capital Management
Washington
$467K +$57.2K +301 +15%
AWM
986
Alterna Wealth Management
Texas
$466K -$23.6K -124 -5%
HIIFS
987
Harel Insurance Investments & Financial Services
Israel
$466K
KHC
988
Koesten Hirschmann & Crabtree
Kansas
$464K
SWP
989
Semus Wealth Partners
Florida
$464K +$99.5K +524 +29%
WFAG
990
Worth Financial Advisory Group
North Carolina
$462K -$79.8K -420 -15%
AIP
991
Almanack Investment Partners
Pennsylvania
$461K -$19.4K -102 -4%
HC
992
Hara Capital
Washington
$460K
LA
993
Lifeworks Advisors
Michigan
$459K +$23.7K +125 +6%
KDA
994
Kraft Davis & Associates
Missouri
$457K -$42.9K -226 -9%
FIB
995
First Interstate Bank
Montana
$457K
National Bank of Canada
996
National Bank of Canada
Quebec, Canada
$457K
CFG
997
Clayton Financial Group
Missouri
$454K -$19.6K -103 -4%
CWM
998
Cabot Wealth Management
Massachusetts
$451K +$190 +1 +0%
RMCM
999
Reynders McVeigh Capital Management
Massachusetts
$450K
OCPWS
1000
One Charles Private Wealth Services
Massachusetts
$449K