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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
1026
Astoria Portfolio Advisors
New York
$251K +$230K +1,433 New
Fisher Asset Management
1027
Fisher Asset Management
Washington
$251K +$232K +1,441 New
VCM
1028
Vivaldi Capital Management
Illinois
$249K +$230K +1,431 New
CCMG
1029
Clark Capital Management Group
Pennsylvania
$248K
DP
1030
Denver PWM
Colorado
$248K +$2.41K +15 +1%
FA
1031
Fountainhead AM
New Jersey
$248K +$2.41K +15 +1%
PL
1032
Parthenon LLC
Kentucky
$247K
AP
1033
Appleton Partners
Massachusetts
$247K -$3.21K -20 -1%
WQ
1034
Wealth Quarterback
New Jersey
$246K -$19.8K -123 -8%
EWA
1035
Evolution Wealth Advisors
Florida
$246K
CFGA
1036
Cambridge Financial Group (Arizona)
Arizona
$245K +$226K +1,408 New
BFP
1037
Beacon Financial Planning
Massachusetts
$244K +$2.25K +14 +1%
BBWP
1038
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$10.1K +63 +5%
SG Americas Securities
1039
SG Americas Securities
New York
$242K -$5.6M -34,867 -96%
BC
1040
Barrett & Company
Rhode Island
$242K +$482 +3 +0.2%
BWM
1041
Baystate Wealth Management
Massachusetts
$242K +$2.25K +14 +1%
GI
1042
GAMMA Investing
California
$241K +$222K +1,384 New
GKWIM
1043
Gerber Kawasaki Wealth & Investment Management
California
$241K +$964 +6 +0.4%
MC
1044
Middleton & Co
Massachusetts
$239K +$221K +1,375 New
HBT
1045
Hills Bank & Trust
Iowa
$237K
VPP
1046
Vertex Planning Partners
Illinois
$237K
PWA
1047
Physician Wealth Advisors
Utah
$236K +$161 +1 +0.1%
JEST
1048
JTC Employer Solutions Trustee
Jersey
$236K
WBC
1049
West Branch Capital
Massachusetts
$236K
VWM
1050
Venturi Wealth Management
Texas
$234K