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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
976
Ballentine Capital Advisors
South Carolina
$554K -$186 -1 -0%
SCM
977
Schnieders Capital Management
California
$550K +$525K +2,816 New
CA
978
Claro Advisors
Massachusetts
$549K +$2.23K +12 +0.4%
SWM
979
Stockman Wealth Management
Montana
$547K – – –
LEA
980
Legacy Edge Advisors
New York
$546K +$81.2K +436 +19%
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$544K -$6.89K -37 -1%
PP
982
Postrock Partners
Oregon
$540K – – –
PWMAG
983
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$11K +59 +2%
Massachusetts Financial Services
984
Massachusetts Financial Services
Massachusetts
$536K +$511K +2,742 New
QC
985
Quent Capital
New York
$535K – – –
ST
986
Spinnaker Trust
Maine
$531K – – –
CSF
987
Capital Squared Financial
Maryland
$531K +$506K +2,718 New
PA
988
Parkside Advisors
California
$530K +$93.9K +504 +23%
QCM
989
QRG Capital Management
Illinois
$530K +$164K +881 +48%
TTWM
990
TCV Trust & Wealth Management
Virginia
$530K – – –
CBA
991
Coastal Bridge Advisors
Connecticut
$528K – – –
CFA
992
CWS Financial Advisors
Michigan
$527K +$373 +2 +0.1%
RSWA
993
Robinson Smith Wealth Advisors
Maine
$525K – – –
CPIA
994
Cornell Pochily Investment Advisors
New York
$522K – – –
PWP
995
Prasad Wealth Partners
Ohio
$518K +$2.05K +11 +0.4%
SEM
996
Strategic Equity Management
Arizona
$511K +$247K +1,324 +103%
CA
997
CGN Advisors
Kansas
$510K -$559 -3 -0.1%
IWN
998
Independent Wealth Network
Iowa
$510K -$373 -2 -0.1%
AB
999
Atlas Brown
Kentucky
$509K -$9.13K -49 -2%
WF
1000
Welch & Forbes
Massachusetts
$508K – – –