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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
976
Guardian Asset Advisors
Pennsylvania
$621K -$2.21K -11 -0.4%
FFS
977
Founders Financial Securities
Maryland
$619K -$61.3K -305 -9%
CPA
978
Cardiff Park Advisors
California
$614K – – –
MSAM
979
Moloney Securities Asset Management
Missouri
$613K – – –
DI
980
Disciplined Investments
Oklahoma
$610K – – –
VFS
981
Valpey Financial Services
New Hampshire
$609K -$7.23K -36 -1%
OPW
982
Oxler Private Wealth
New York
$607K +$2.01K +10 +0.3%
MCM
983
Morton Capital Management
California
$602K +$586K +2,916 New
TWA
984
Talisman Wealth Advisors
New Jersey
$602K +$139K +692 +31%
IWN
985
Independent Wealth Network
Iowa
$599K +$58.6K +292 +11%
WAM
986
WNY Asset Management
New York
$594K +$6.23K +31 +1%
LFG
987
Larson Financial Group
Missouri
$593K +$154K +767 +36%
LEA
988
Legacy Edge Advisors
New York
$589K +$12.5K +62 +2%
Neuberger Berman Group
989
Neuberger Berman Group
New York
$589K +$64.5K +321 +13%
JFGIW
990
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$589K +$266K +1,322 +87%
BCA
991
Ballentine Capital Advisors
South Carolina
$585K – – –
CA
992
Claro Advisors
Massachusetts
$583K +$3.21K +16 +0.6%
BWM
993
BAM Wealth Management
Colorado
$583K +$567K +2,823 New
ST
994
Spinnaker Trust
Maine
$582K +$19.7K +98 +4%
SWM
995
Stockman Wealth Management
Montana
$578K – – –
CSF
996
Capital Squared Financial
Maryland
$577K +$14.9K +74 +3%
EF
997
Empowered Funds
Pennsylvania
$574K +$558K +2,778 New
PP
998
Postrock Partners
Oregon
$571K – – –
LA
999
Latitude Advisors
Florida
$571K +$46.6K +232 +9%
PWPS
1000
Pinnacle Wealth Planning Services
Ohio
$571K -$3.82K -19 -0.7%