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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Stockman Wealth Management
Montana
$547K
LEA
977
Legacy Edge Advisors
New York
$546K +$81.2K +436 +19%
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$544K -$6.89K -37 -1%
PP
979
Postrock Partners
Oregon
$540K
PWMAG
980
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$11K +59 +2%
Massachusetts Financial Services
981
Massachusetts Financial Services
Massachusetts
$536K +$511K +2,742 New
QC
982
Quent Capital
New York
$535K
ST
983
Spinnaker Trust
Maine
$531K
CSF
984
Capital Squared Financial
Maryland
$531K +$506K +2,718 New
PA
985
Parkside Advisors
California
$530K +$93.9K +504 +23%
QCM
986
QRG Capital Management
Illinois
$530K +$164K +881 +48%
TTWM
987
TCV Trust & Wealth Management
Virginia
$530K
CBA
988
Coastal Bridge Advisors
Connecticut
$528K
CFA
989
CWS Financial Advisors
Michigan
$527K +$373 +2 +0.1%
RSWA
990
Robinson Smith Wealth Advisors
Maine
$525K
CPIA
991
Cornell Pochily Investment Advisors
New York
$522K
PWP
992
Prasad Wealth Partners
Ohio
$518K +$2.05K +11 +0.4%
SEM
993
Strategic Equity Management
Arizona
$511K +$247K +1,324 +103%
CA
994
CGN Advisors
Kansas
$510K -$559 -3 -0.1%
IWN
995
Independent Wealth Network
Iowa
$510K -$373 -2 -0.1%
AB
996
Atlas Brown
Kentucky
$509K -$9.13K -49 -2%
WF
997
Welch & Forbes
Massachusetts
$508K
FAM
998
Frontier Asset Management
Wyoming
$507K -$1.3K -7 -0.3%
GCA
999
Gradient Capital Advisors
California
$506K
ETC
1000
Exchange Traded Concepts
Oklahoma
$506K +$482K +2,589 New