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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ECA
976
Elevated Capital Advisors
Utah
$481K +$463K +2,439 New
FCB
977
First County Bank
Connecticut
$480K +$78.1K +411 +20%
LSA
978
Lion Street Advisors
Texas
$475K +$59.6K +314 +15%
CNBT
979
Canandaigua National Bank & Trust
New York
$475K +$457K +2,407 New
OIS
980
Okabena Investment Services
Minnesota
$473K – – –
LFG
981
Larson Financial Group
Missouri
$473K +$380 +2 +0.1%
APW
982
Aurora Private Wealth
New Jersey
$471K +$950 +5 +0.2%
RCG
983
Regatta Capital Group
California
$470K +$3.61K +19 +0.8%
FIM
984
Freedom Investment Management
Connecticut
$469K +$452K +2,379 New
BZWA
985
Blue Zone Wealth Advisors
California
$469K +$24.9K +131 +6%
CIC
986
Carnegie Investment Counsel
Ohio
$467K -$4.75K -25 -1%
ECM
987
Evergreen Capital Management
Washington
$467K +$57.2K +301 +15%
AWM
988
Alterna Wealth Management
Texas
$466K -$23.6K -124 -5%
HIIFS
989
Harel Insurance Investments & Financial Services
Israel
$466K – – –
KHC
990
Koesten Hirschmann & Crabtree
Kansas
$464K – – –
SWP
991
Semus Wealth Partners
Florida
$464K +$99.5K +524 +29%
WFAG
992
Worth Financial Advisory Group
North Carolina
$462K -$79.8K -420 -15%
AIP
993
Almanack Investment Partners
Pennsylvania
$461K -$19.4K -102 -4%
HC
994
Hara Capital
Washington
$460K – – –
LA
995
Lifeworks Advisors
Michigan
$459K +$23.7K +125 +6%
KDA
996
Kraft Davis & Associates
Missouri
$457K -$42.9K -226 -9%
FIB
997
First Interstate Bank
Montana
$457K – – –
National Bank of Canada
998
National Bank of Canada
Quebec, Canada
$457K – – –
CFG
999
Clayton Financial Group
Missouri
$454K -$19.6K -103 -4%
CWM
1000
Cabot Wealth Management
Massachusetts
$451K +$190 +1 +0%