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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1026
Confluence Wealth Services
Pennsylvania
$512K -$18.9K -94 -4%
SYBT
1027
Stock Yards Bank & Trust
Kentucky
$509K -$23.9K -119 -5%
PW
1028
Potentia Wealth
California
$508K -$24.9K -124 -5%
SW
1029
SkyOak Wealth
Michigan
$508K
SHF
1030
Stage Harbor Financial
Massachusetts
$508K
4WM
1031
4J Wealth Management
Virginia
$507K -$2.01K -10 -0.4%
HTC
1032
Haverford Trust Company
Pennsylvania
$507K +$45.8K +228 +10%
LJAC
1033
L.J. Altfest & Co
New York
$507K +$803 +4 +0.2%
CIA
1034
Capital Investment Advisors
Georgia
$505K -$7.83K -39 -2%
EPA
1035
Element Pointe Advisors
Florida
$504K
RDFA
1036
Ritter Daniher Financial Advisory
Ohio
$501K
BB
1037
Busey Bank
Illinois
$499K
CNBT
1038
Canandaigua National Bank & Trust
New York
$499K +$5.83K +29 +1%
PC
1039
Promus Capital
Illinois
$496K +$483K +2,404 New
OIS
1040
Okabena Investment Services
Minnesota
$496K
CFS
1041
Coordinated Financial Services
Colorado
$493K +$2.21K +11 +0.5%
LWM
1042
Level Wealth Management
North Carolina
$492K +$99.4K +495 +26%
SMA
1043
Sage Mountain Advisors
Georgia
$490K
Russell Investments Group
1044
Russell Investments Group
United Kingdom
$490K +$48.2K +240 +11%
FNT
1045
First National Trust
Pennsylvania
$487K -$4.02K -20 -0.8%
JAG
1046
Journey Advisory Group
Kentucky
$485K
HC
1047
Hara Capital
Washington
$482K
VWA
1048
VSM Wealth Advisory
Maryland
$480K +$803 +4 +0.2%
VWA
1049
Visionary Wealth Advisors
Illinois
$478K -$1.41K -7 -0.3%
GFM
1050
GEN Financial Management
Minnesota
$474K