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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1001
VERITY Wealth Advisors
United States
$728K -$866 -4 -0.1%
JGIA
1002
Jackson Grant Investment Advisers
Connecticut
$727K +$2.81K +13 +0.4%
TW
1003
Tempo Wealth
Ohio
$727K +$74.3K +343 +11%
NG
1004
Norden Group
Utah
$725K – – –
PGF
1005
Plan Group Financial
Oklahoma
$723K +$400K +1,848 +117%
KLI
1006
Kelman-Lazarov Inc
Tennessee
$722K – – –
Vanguard National Trust
1007
Vanguard National Trust
Pennsylvania
$719K +$738K +3,407 New
HA
1008
Helium Advisors
Washington
$719K -$16.5K -76 -2%
MW
1009
Members Wealth
Pennsylvania
$716K +$6.5K +30 +0.9%
PVI
1010
Pine Valley Investments
New Jersey
$714K +$21.4K +99 +3%
BRPW
1011
Ballast Rock Private Wealth
South Carolina
$714K +$866 +4 +0.1%
CWM
1012
C2C Wealth Management
Arizona
$713K – – –
DAS
1013
Dynamic Advisor Solutions
Arizona
$710K +$4.55K +21 +0.6%
EWM
1014
EPG Wealth Management
Georgia
$708K +$2.6K +12 +0.4%
1SB
1015
1ST Source Bank
Indiana
$708K +$112K +518 +18%
KFI
1016
Key Financial Inc
Pennsylvania
$706K – – –
SAM
1017
Strategy Asset Managers
California
$705K +$152K +701 +27%
DCM
1018
Donaldson Capital Management
Indiana
$704K -$156K -721 -18%
IWS
1019
Integrity Wealth Solutions
Colorado
$702K +$9.31K +43 +1%
FCH
1020
Freestone Capital Holdings
Washington
$700K – – –
GCM
1021
Gallacher Capital Management
Colorado
$699K -$156K -720 -18%
PMFA
1022
Plante Moran Financial Advisors
Michigan
$698K – – –
CWMGP
1023
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$695K +$217 +1 +0%
Deutsche Bank
1024
Deutsche Bank
Germany
$695K -$216K -997 -23%
CIC
1025
Chilton Investment Company
Connecticut
$692K +$24.9K +115 +4%