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iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BZWA
1051
Blue Zone Wealth Advisors
California
$456K +$2.38K +12 +0.5%
VWA
1052
VSM Wealth Advisory
Maryland
$454K +$472K +2,378 New
MHC
1053
May Hill Capital
Massachusetts
$453K +$471K +2,375 New
RCG
1054
Regatta Capital Group
California
$453K -$1.98K -10 -0.4%
Neuberger Berman Group
1055
Neuberger Berman Group
New York
$452K +$48.4K +244 +11%
LWM
1056
LJI Wealth Management
Indiana
$451K -$44.2K -223 -9%
GCM
1057
Gallacher Capital Management
Colorado
$451K -$216K -1,089 -32%
LWCFA
1058
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$450K -$92.2K -465 -17%
KHC
1059
Koesten Hirschmann & Crabtree
Kansas
$450K – – –
HC
1060
Hara Capital
Washington
$446K – – –
APW
1061
Aurora Private Wealth
New Jersey
$445K -$11.7K -59 -2%
LFG
1062
Larson Financial Group
Missouri
$444K -$13.9K -70 -3%
VWA
1063
Visionary Wealth Advisors
Illinois
$443K -$26.4K -133 -5%
LWM
1064
Lighthouse Wealth Management
Ohio
$442K +$459K +2,316 New
Qube Research & Technologies (QRT)
1065
Qube Research & Technologies (QRT)
United Kingdom
$441K -$535K -2,697 -54%
GFM
1066
GEN Financial Management
Minnesota
$440K +$457K +2,304 New
EW
1067
Element Wealth
Mississippi
$437K +$42.8K +216 +10%
T2I
1068
Turim 21 Investimentos
Brazil
$437K – – –
RMCM
1069
Reynders McVeigh Capital Management
Massachusetts
$436K – – –
FLPIM
1070
F.L. Putnam Investment Management
Massachusetts
$435K -$1.12M -5,632 -71%
OCPWS
1071
One Charles Private Wealth Services
Massachusetts
$435K – – –
IA
1072
IFG Advisors
Missouri
$434K +$793 +4 +0.2%
CPSAC
1073
Chas P. Smith & Associates (CPS)
Florida
$434K – – –
National Bank of Canada
1074
National Bank of Canada
Quebec, Canada
$433K -$9.92K -50 -2%
CWM
1075
Cabot Wealth Management
Massachusetts
$429K -$7.34K -37 -2%