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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
976
Moloney Securities Asset Management
Missouri
$613K
DI
977
Disciplined Investments
Oklahoma
$610K
VFS
978
Valpey Financial Services
New Hampshire
$609K -$7.23K -36 -1%
OPW
979
Oxler Private Wealth
New York
$607K +$2.01K +10 +0.3%
MCM
980
Morton Capital Management
California
$602K +$586K +2,916 New
TWA
981
Talisman Wealth Advisors
New Jersey
$602K +$139K +692 +31%
IWN
982
Independent Wealth Network
Iowa
$599K +$58.6K +292 +11%
WAM
983
WNY Asset Management
New York
$594K +$6.23K +31 +1%
LFG
984
Larson Financial Group
Missouri
$593K +$154K +767 +36%
LEA
985
Legacy Edge Advisors
New York
$589K +$12.5K +62 +2%
Neuberger Berman Group
986
Neuberger Berman Group
New York
$589K +$64.5K +321 +13%
JFGIW
987
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$589K +$266K +1,322 +87%
BCA
988
Ballentine Capital Advisors
South Carolina
$585K
CA
989
Claro Advisors
Massachusetts
$583K +$3.21K +16 +0.6%
BWM
990
BAM Wealth Management
Colorado
$583K +$567K +2,823 New
ST
991
Spinnaker Trust
Maine
$582K +$19.7K +98 +4%
SWM
992
Stockman Wealth Management
Montana
$578K
CSF
993
Capital Squared Financial
Maryland
$577K +$14.9K +74 +3%
EF
994
Empowered Funds
Pennsylvania
$574K +$558K +2,778 New
PP
995
Postrock Partners
Oregon
$571K
LA
996
Latitude Advisors
Florida
$571K +$46.6K +232 +9%
PWPS
997
Pinnacle Wealth Planning Services
Ohio
$571K -$3.82K -19 -0.7%
SEM
998
Strategic Equity Management
Arizona
$566K +$25.9K +129 +5%
QC
999
Quent Capital
New York
$566K
CFMC
1000
Curbstone Financial Management Corp
New Hampshire
$564K +$549K +2,732 New