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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TH
1001
TCTC Holdings
Texas
$189K – – –
Lazard Asset Management
1002
Lazard Asset Management
New York
$185K – – –
MIM
1003
Macroview Investment Management
Maryland
$182K +$15.8K +103 +10%
NSG
1004
Nalls Sherbakoff Group
Tennessee
$174K – – –
SIS
1005
Sound Income Strategies
Florida
$174K +$166K +1,080 New
TCOV
1006
Trust Company of Vermont
Vermont
$174K – – –
APW
1007
Atlantic Private Wealth
North Carolina
$170K +$462 +3 +0.3%
VWM
1008
Valley Wealth Managers
New Jersey
$165K – – –
AAG
1009
Armstrong Advisory Group
Massachusetts
$163K – – –
Qube Research & Technologies (QRT)
1010
Qube Research & Technologies (QRT)
United Kingdom
$163K -$209K -1,359 -63%
EDRH
1011
Edmond de Rothschild Holding
Switzerland
$161K +$154K +1,000 New
MAWCM
1012
Mine & Arao Wealth Creation & Management
California
$160K +$154 +1 +0.1%
EWP
1013
Elevation Wealth Partners
California
$156K – – –
VAG
1014
VisionPoint Advisory Group
Texas
$152K +$145K +945 New
OP
1015
ORG Partners
Indiana
$152K +$145K +943 New
IWP
1016
Icon Wealth Partners
Texas
$150K -$60.3K -392 -30%
WB
1017
Webster Bank
Connecticut
$145K -$84.2K -547 -38%
MFC
1018
Mechanics Financial Corp
Ohio
$144K -$4.62K -30 -3%
HCM
1019
Hollencrest Capital Management
California
$143K – – –
FFA
1020
Founders Financial Alliance
North Carolina
$138K +$10.3K +67 +8%
PWM
1021
Provident Wealth Management
Tennessee
$137K – – –
FPB
1022
First PREMIER Bank
South Dakota
$132K – – –
LFA
1023
LGT Financial Advisors
Texas
$131K +$125K +813 New
ODG
1024
O'Dell Group
Ohio
$129K +$123K +800 New
MHR
1025
Matthew Hamilton Rosenberg
$126K -$7.54K -49 -6%