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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1026
New Republic Capital
North Carolina
$691K -$62.1K -287 -8%
PFG
1027
Pinnacle Financial Group
Illinois
$689K – – –
SDAM
1028
Shulman DeMeo Asset Management
New York
$686K +$650 +3 +0.1%
FPGK
1029
Financial Partners Group (Kansas)
Kansas
$686K +$1.52K +7 +0.2%
Qube Research & Technologies (QRT)
1030
Qube Research & Technologies (QRT)
United Kingdom
$686K -$844K -3,900 -55%
AO
1031
Advisor OS
Illinois
$684K +$702K +3,242 New
AF
1032
Apollon Financial
South Carolina
$683K -$2.6K -12 -0.4%
OWA
1033
Opal Wealth Advisors
New York
$682K -$533K -2,461 -43%
EPW
1034
Evergreen Private Wealth
Colorado
$681K +$12.3K +57 +2%
LW
1035
Linscomb Wealth
Texas
$680K -$8.23K -38 -1%
QWM
1036
Quadcap Wealth Management
Texas
$678K +$8.45K +39 +1%
AWA
1037
ARQ Wealth Advisors
Arizona
$677K – – –
ESB
1038
Essex Savings Bank
Connecticut
$674K – – –
CSF
1039
Capital Squared Financial
Maryland
$673K +$58.7K +271 +9%
ACGA
1040
Atlanta Consulting Group Advisors
Georgia
$669K – – –
SPWG
1041
Syntegra Private Wealth Group
Missouri
$663K +$31.2K +144 +5%
LEA
1042
Legacy Edge Advisors
New York
$660K -$131K -603 -16%
SWM
1043
SeaCrest Wealth Management
New York
$660K +$313K +1,447 +86%
FWMP
1044
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$658K – – –
IA
1045
Insight Advisors
Pennsylvania
$655K -$1.53M -7,047 -69%
FWWM
1046
Fiscal Wisdom Wealth Management
Connecticut
$654K +$105K +483 +18%
CTA
1047
Camelot Technology Advisors
California
$650K -$4.98K -23 -0.7%
EIA
1048
Edgemoor Investment Advisors
Maryland
$650K -$24.7K -114 -4%
RFM
1049
Royal Fund Management
Florida
$650K +$7.79K +36 +1%
VFS
1050
Valpey Financial Services
New Hampshire
$647K +$26.6K +123 +4%