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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
1026
High Net Worth Advisory Group
Florida
$516K – – –
SSW
1027
Stone Summit Wealth
Florida
$514K -$12.5K -62 -2%
OPWM
1028
Oregon Pacific Wealth Management
Oregon
$514K +$92.2K +459 +23%
CWS
1029
Confluence Wealth Services
Pennsylvania
$512K -$18.9K -94 -4%
SYBT
1030
Stock Yards Bank & Trust
Kentucky
$509K -$23.9K -119 -5%
PW
1031
Potentia Wealth
California
$508K -$24.9K -124 -5%
SW
1032
SkyOak Wealth
Michigan
$508K – – –
SHF
1033
Stage Harbor Financial
Massachusetts
$508K – – –
4WM
1034
4J Wealth Management
Virginia
$507K -$2.01K -10 -0.4%
HTC
1035
Haverford Trust Company
Pennsylvania
$507K +$45.8K +228 +10%
LJAC
1036
L.J. Altfest & Co
New York
$507K +$803 +4 +0.2%
CIA
1037
Capital Investment Advisors
Georgia
$505K -$7.83K -39 -2%
EPA
1038
Element Pointe Advisors
Florida
$504K – – –
RDFA
1039
Ritter Daniher Financial Advisory
Ohio
$501K – – –
BB
1040
Busey Bank
Illinois
$499K – – –
CNBT
1041
Canandaigua National Bank & Trust
New York
$499K +$5.83K +29 +1%
PC
1042
Promus Capital
Illinois
$496K +$483K +2,404 New
OIS
1043
Okabena Investment Services
Minnesota
$496K – – –
CFS
1044
Coordinated Financial Services
Colorado
$493K +$2.21K +11 +0.5%
LWM
1045
Level Wealth Management
North Carolina
$492K +$99.4K +495 +26%
SMA
1046
Sage Mountain Advisors
Georgia
$490K – – –
Russell Investments Group
1047
Russell Investments Group
United Kingdom
$490K +$48.2K +240 +11%
FNT
1048
First National Trust
Pennsylvania
$487K -$4.02K -20 -0.8%
JAG
1049
Journey Advisory Group
Kentucky
$485K – – –
HC
1050
Hara Capital
Washington
$482K – – –